LNC
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Lincoln National Corp’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Lincoln National Corp’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-113,062
Closed -$3.53M – 358
2024
Q1 		$3.53M Buy
113,062
+716
+0.6% +$21.2K 0.06% 213
2023
Q4 		$3.28M Buy
+112,346
New +$3.13M 0.06% 200
2023
Q1 		– Sell
-13,445
Closed -$379K – 1010
2022
Q4 		$379K Buy
+13,445
New +$374K 0.01% 614

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity Blue Chip Value ETF (FBCV) in Q2 2024, closing a stake of 113,062 shares — an estimated $3.53M sold.

Lincoln National Corp first reported a position in FBCV in Q4 2022 and held it in 3 quarters. The position peaked at $3.53M in Q1 2024. 29 funds tracked by Wall St. Rank hold FBCV as of Q2 2024.

  • Lincoln National Corp reported no remaining Fidelity Blue Chip Value ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 113,062 Fidelity Blue Chip Value ETF shares in Q2 2024, an estimated $3.53M.
  • Lincoln National Corp first reported a position in Fidelity Blue Chip Value ETF in Q4 2022 and held it in 3 quarters.
  • Lincoln National Corp's Fidelity Blue Chip Value ETF position peaked at $3.53M in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2024.

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