Lincoln National Corp’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21,390	Closed	-$685K	–	1037
2023 Q1	$685K	Hold	21,390	–	–	0.01%	488
2022 Q4	$656K	Buy	21,390 +300	+1%	+$9.14K	0.01%	460
2022 Q3	$619K	Buy	+21,090	New	+$644K	0.02%	435

Other funds holding DSEP

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lincoln National Corp's DSEP Position: Q2 2023 in Review

Lincoln National Corp sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2023, closing a stake of 21,390 shares — an estimated $685K sold.

Lincoln National Corp first reported a position in DSEP in Q3 2022 and held it in 3 quarters. The position peaked at $685K in Q1 2023. 60 funds tracked by Wall St. Rank hold DSEP as of Q2 2023.

Lincoln National Corp reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q2 2023 after selling out during the quarter.
Lincoln National Corp sold 21,390 FT Vest US Equity Deep Buffer ETF September shares in Q2 2023, an estimated $685K.
Lincoln National Corp first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2022 and held it in 3 quarters.
Lincoln National Corp's FT Vest US Equity Deep Buffer ETF September position peaked at $685K in Q1 2023.
60 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2023.

Based on Lincoln National Corp's 13F filing for Q2 2023, filed 7 Aug 2023.