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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lloyd Advisory Services's FPX Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q1 2026: 2 shares worth $318. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FPX as recently as Q4 2024.

Lloyd Advisory Services first reported a position in FPX in Q3 2020 and has held it in 10 quarters since. The position peaked at $3.08M in Q2 2021. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

Lloyd Advisory Services held 2 shares of First Trust US Equity Opportunities ETF worth $318 as of Q1 2026.
First Trust US Equity Opportunities ETF was a new Lloyd Advisory Services position in Q1 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #781 holding.
Lloyd Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and has held it in 10 quarters since.
Lloyd Advisory Services's First Trust US Equity Opportunities ETF position peaked at $3.08M in Q2 2021.
210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.