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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lloyd Advisory Services's FPX Position: Q2 2026 in Review

Lloyd Advisory Services increased its First Trust US Equity Opportunities ETF (FPX) stake by 338,800% in Q2 2026, buying an estimated $1.26M and bringing the position to 6,778 shares worth $1.4M. The position accounts for 0.54% of the portfolio, ranked #33.

Lloyd Advisory Services first reported a position in FPX in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.08M in Q2 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Lloyd Advisory Services held 6,778 shares of First Trust US Equity Opportunities ETF worth $1.4M as of Q2 2026.
Lloyd Advisory Services bought 6,776 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $1.26M.
First Trust US Equity Opportunities ETF made up 0.54% of Lloyd Advisory Services's portfolio in Q2 2026, its #33 holding.
Lloyd Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2020 and has held it in 11 quarters since.
Lloyd Advisory Services's First Trust US Equity Opportunities ETF position peaked at $3.08M in Q2 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.