Lincoln National Corp’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-48,534	Closed	-$1.87M	–	359
2024 Q1	$1.87M	Buy	48,534 +20,177	+71%	+$728K	0.03%	348
2023 Q4	$945K	Buy	28,357 +1,145	+4%	+$35.2K	0.02%	477
2023 Q3	$788K	Buy	27,212 +3,352	+14%	+$101K	0.02%	471
2023 Q2	$710K	Sell	23,860 -131,903	-85%	-$3.54M	0.01%	488
2023 Q1	$3.97M	Buy	155,763 +135,431	+666%	+$3.2M	0.08%	142
2022 Q4	$429K	Buy	20,332 +5,025	+33%	+$111K	0.01%	580
2022 Q3	$328K	Sell	15,307 -3,242	-17%	-$77.7K	0.01%	621
2022 Q2	$403K	Sell	18,549 -5,204	-22%	-$130K	0.01%	535
2022 Q1	$718K	Sell	23,753 -4,616	-16%	-$138K	0.01%	425
2021 Q4	$982K	Buy	28,369 +2,119	+8%	+$73.4K	0.02%	351
2021 Q3	$853K	Buy	+26,250	New	+$874K	0.02%	363

Other funds holding FBCG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GIA

Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lincoln National Corp's FBCG Position: Q2 2024 in Review

Lincoln National Corp sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2024, closing a stake of 48,534 shares — an estimated $1.87M sold.

Lincoln National Corp first reported a position in FBCG in Q3 2021 and held it in 11 quarters. The position peaked at $3.97M in Q1 2023. 137 funds tracked by Wall St. Rank hold FBCG as of Q2 2024.

Lincoln National Corp reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 48,534 Fidelity Blue Chip Growth ETF shares in Q2 2024, an estimated $1.87M.
Lincoln National Corp first reported a position in Fidelity Blue Chip Growth ETF in Q3 2021 and held it in 11 quarters.
Lincoln National Corp's Fidelity Blue Chip Growth ETF position peaked at $3.97M in Q1 2023.
137 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.