Lloyd Advisory Services LLC. Cuts Stock Position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Lloyd Advisory Services LLC. trimmed its stake in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 0.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,153 shares of the company’s stock after selling 79 shares during the period. First Trust US Equity Opportunities ETF accounts for 0.9% of Lloyd Advisory Services LLC.’s holdings, making the stock its 18th biggest position. Lloyd Advisory Services LLC. owned about 0.22% of First Trust US Equity Opportunities ETF worth $1,930,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. Proactive Wealth Strategies LLC lifted its position in shares of First Trust US Equity Opportunities ETF by 15.3% in the fourth quarter. Proactive Wealth Strategies LLC now owns 22,098 shares of the company’s stock valued at $2,641,000 after acquiring an additional 2,932 shares in the last quarter. D.A. Davidson & CO. lifted its holdings in First Trust US Equity Opportunities ETF by 2.7% in the 4th quarter. D.A. Davidson & CO. now owns 27,790 shares of the company’s stock valued at $3,321,000 after purchasing an additional 721 shares in the last quarter. Truist Financial Corp lifted its holdings in First Trust US Equity Opportunities ETF by 61.3% in the 4th quarter. Truist Financial Corp now owns 61,185 shares of the company’s stock valued at $7,312,000 after purchasing an additional 23,260 shares in the last quarter. Valmark Advisers Inc. acquired a new stake in First Trust US Equity Opportunities ETF during the 4th quarter worth $211,000. Finally, Puff Wealth Management LLC purchased a new stake in shares of First Trust US Equity Opportunities ETF during the fourth quarter worth $219,000.

First Trust US Equity Opportunities ETF Stock Down 4.6 %

Shares of NYSEARCA FPX opened at $129.99 on Friday. The firm has a 50-day simple moving average of $128.45 and a 200-day simple moving average of $117.95. The stock has a market capitalization of $948.93 million, a price-to-earnings ratio of 20.57 and a beta of 1.56. First Trust US Equity Opportunities ETF has a 52 week low of $88.74 and a 52 week high of $143.53.

First Trust US Equity Opportunities ETF Profile

First Trust US IPO Index Fund (the Fund) seeks investment results that correspond generally to the price and yield of an equity index called the IPOX-100 U.S. Index (the Index). The Fund will normally invest at least 90% of its assets in common stocks that comprise the Index. The Index is a modified value-weighted price index measuring the performance of the top 100 United States companies ranked quarterly by market capitalization in the IPOX Global Composite Index.