First Trust Direct Indexing’s Lincoln National LNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,383	Closed	-$516K	–	520
2024 Q3	$516K	Sell	16,383 -284	-2%	-$8.85K	0.03%	535
2024 Q2	$518K	Buy	16,667 +1,638	+11%	+$49.6K	0.03%	492
2024 Q1	$480K	Buy	15,029 +138	+0.9%	+$3.81K	0.04%	481
2023 Q4	$402K	Buy	14,891 +5,710	+62%	+$137K	0.04%	500
2023 Q3	$227K	Buy	+9,181	New	+$240K	0.03%	607
2023 Q1	–	Sell	-8,328	Closed	-$256K	–	711
2022 Q4	$256K	Sell	8,328 -479	-5%	-$19K	0.03%	556
2022 Q3	$387K	Buy	8,807 +550	+7%	+$26.5K	0.06%	407
2022 Q2	$386K	Buy	8,257 +511	+7%	+$29.1K	0.05%	403
2022 Q1	$506K	Sell	7,746 -159	-2%	-$10.9K	0.06%	373
2021 Q4	$540K	Sell	7,905 -66	-0.8%	-$4.66K	0.07%	336
2021 Q3	$548K	Sell	7,971 -358	-4%	-$23.4K	0.08%	319
2021 Q2	$523K	Buy	+8,329	New	+$550K	0.08%	312
2021 Q1	–	Sell	-4,000	Closed	-$201K	–	719
2020 Q4	$201K	Buy	+4,000	New	+$170K	0.05%	354