Lloyd Advisory Services, Llc. First Trust Us Equity Opportun Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

A detailed history of Lloyd Advisory Services, Llc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 16,232 shares of FPX stock, worth $1.86 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

16,232

Holding current value

$1.86 Million

% of portfolio

1.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$92.33 - $110.55 $1.5 Million - $1.79 Million	16,232 New	16,232 $1.79 Million
Q2 2022 Aug 15, 2022	SELL	$79.92 - $110.92 $719 - $998	-9 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$95.18 - $121.69 $1,427 - $1,825	-15 Reduced 62.5%	9 $1,000
Q4 2021 Jan 26, 2022	SELL	$116.17 - $136.03 $35,780 - $41,897	-308 Reduced 92.77%	24 $3,000
Q3 2021 Oct 21, 2021	SELL	$120.0 - $131.29 $2.86 Million - $3.13 Million	-23,855 Reduced 98.63%	332 $41,000
Q2 2021 Aug 09, 2021	BUY	$110.48 - $128.38 $2.67 Million - $3.1 Million	24,162 Added 96648.0%	24,187 $3.08 Million
Q1 2021 May 04, 2021	SELL	$115.9 - $135.98 $2.19 Million - $2.57 Million	-18,903 Reduced 99.87%	25 $3,000
Q4 2020 Feb 04, 2021	BUY	$95.53 - $123.94 $303,021 - $393,137	3,172 Added 20.13%	18,928 $2.24 Million
Q3 2020 Oct 28, 2020	BUY	$84.72 - $100.04 $1.33 Million - $1.58 Million	15,756 New	15,756 $1.52 Million

Others Institutions Holding FPX

# of Institutions

169

Shares Held

3.18M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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Lloyd Advisory Services, Llc. First Trust Us Equity Opportun Transaction History