Lincoln National Corp’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Lincoln National Corp’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,000	Closed	-$237K	–	1213
2023 Q4	$237K	Hold	7,000	–	–	﹤0.01%	975
2023 Q3	$225K	Hold	7,000	–	–	﹤0.01%	913
2023 Q2	$226K	Hold	7,000	–	–	﹤0.01%	915
2023 Q1	$216K	Buy	+7,000	New	+$212K	﹤0.01%	901

Other funds holding DMAR

LAM

Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lincoln National Corp's DMAR Position: Q1 2024 in Review

Lincoln National Corp sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2024, closing a stake of 7,000 shares — an estimated $237K sold.

Lincoln National Corp first reported a position in DMAR in Q1 2023 and held it in 4 quarters. The position peaked at $237K in Q4 2023. 71 funds tracked by Wall St. Rank hold DMAR as of Q1 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2024 after selling out during the quarter.
Lincoln National Corp sold 7,000 FT Vest US Equity Deep Buffer ETF March shares in Q1 2024, an estimated $237K.
Lincoln National Corp first reported a position in FT Vest US Equity Deep Buffer ETF March in Q1 2023 and held it in 4 quarters.
Lincoln National Corp's FT Vest US Equity Deep Buffer ETF March position peaked at $237K in Q4 2023.
71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.