Lloyd Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Lloyd Advisory Services's FPE Position: Q2 2026 in Review
Lloyd Advisory Services reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 99% in Q2 2026, selling an estimated $48.1K and leaving 18 shares worth $328. The position accounts for ﹤0.01% of the portfolio, ranked #601.
Lloyd Advisory Services first reported a position in FPE in Q4 2019 and has held it in 6 quarters since. The position peaked at $308K in Q2 2021. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Lloyd Advisory Services held 18 shares of First Trust Preferred Securities and Income ETF worth $328 as of Q2 2026.
- Lloyd Advisory Services sold 2,668 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $48.1K.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #601 holding.
- Lloyd Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q4 2019 and has held it in 6 quarters since.
- Lloyd Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $308K in Q2 2021.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.