Lloyd Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Lloyd Advisory Services’s Portfolio FPX Stock Details FPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.1K	Sell	107 -6,671	-98%	-$1.23M	0.01%	326
2026 Q2	$1.4M	Buy	6,778 +6,776	+338,800%	+$1.26M	0.54%	33
2026 Q1	$318	Buy	+2	New	+$329	﹤0.01%	781
2025 Q1	–	Sell	-16,153	Closed	-$1.93M	–	102
2024 Q4	$1.93M	Sell	16,153 -79	-0.5%	-$9.46K	0.91%	18
2024 Q3	$1.79M	Buy	+16,232	New	+$1.65M	0.86%	21
2022 Q2	–	Sell	-9	Closed	-$1K	–	236
2022 Q1	$1K	Sell	9 -15	-63%	-$1.6K	﹤0.01%	561
2021 Q4	$3K	Sell	24 -308	-93%	-$39K	﹤0.01%	365
2021 Q3	$41K	Sell	332 -23,855	-99%	-$3.03M	0.02%	177
2021 Q2	$3.08M	Buy	24,187 +24,162	+96,648%	+$2.95M	1.56%	18
2021 Q1	$3K	Sell	25 -18,903	-100%	-$2.38M	﹤0.01%	321
2020 Q4	$2.24M	Buy	18,928 +3,172	+20%	+$344K	1.22%	17
2020 Q3	$1.52M	Buy	+15,756	New	+$1.44M	0.93%	14

Other funds holding FPX

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Lloyd Advisory Services's FPX Position: Q3 2026 in Review

Lloyd Advisory Services reduced its First Trust US Equity Opportunities ETF (FPX) stake by 98% in Q3 2026, selling an estimated $1.23M and leaving 107 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #326.

Lloyd Advisory Services first reported a position in FPX in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.08M in Q2 2021. 107 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Lloyd Advisory Services held 107 shares of First Trust US Equity Opportunities ETF worth $19.1K as of Q3 2026.
Lloyd Advisory Services sold 6,671 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $1.23M.
First Trust US Equity Opportunities ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #326 holding.
Lloyd Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and has held it in 12 quarters since.
Lloyd Advisory Services's First Trust US Equity Opportunities ETF position peaked at $3.08M in Q2 2021.
107 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.