LNC
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Lincoln National Corp’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Lincoln National Corp’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,421
Closed -$219K – 362
2024
Q1 		$219K Buy
1,421
+73
+5% +$11.1K ﹤0.01% 1112
2023
Q4 		$213K Buy
+1,348
New +$194K ﹤0.01% 1027
2023
Q2 		– Sell
-1,730
Closed -$268K – 1039
2023
Q1 		$268K Sell
1,730
-590
-25% -$92.7K 0.01% 813
2022
Q4 		$358K Sell
2,320
-510
-18% -$75.2K 0.01% 635
2022
Q3 		$374K Hold
2,830
– – 0.01% 581
2022
Q2 		$384K Sell
2,830
-1,473
-34% -$203K 0.01% 559
2022
Q1 		$642K Sell
4,303
-1,349
-24% -$200K 0.01% 455
2021
Q4 		$915K Sell
5,652
-1,635
-22% -$264K 0.02% 364
2021
Q3 		$1.21M Sell
7,287
-802
-10% -$137K 0.03% 289
2021
Q2 		$1.4M Sell
8,089
-921
-10% -$152K 0.03% 253
2021
Q1 		$1.45M Sell
9,010
-365
-4% -$62.5K 0.04% 231
2020
Q4 		$1.57M Sell
9,375
-224
-2% -$36.3K 0.04% 211
2020
Q3 		$1.51M Sell
9,599
-291
-3% -$47.6K 0.04% 195
2020
Q2 		$1.66M Buy
9,890
+503
+5% +$78.9K 0.05% 171
2020
Q1 		$1.23M Buy
9,387
+102
+1% +$14.5K 0.05% 181
2019
Q4 		$1.38M Buy
9,285
+83
+0.9% +$11.4K 0.04% 206
2019
Q3 		$1.14M Buy
+9,202
New +$1.22M 0.04% 201

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lincoln National Corp sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2024, closing a stake of 1,421 shares — an estimated $219K sold.

Lincoln National Corp first reported a position in FBT in Q3 2019 and held it in 17 quarters. The position peaked at $1.66M in Q2 2020. 251 funds tracked by Wall St. Rank hold FBT as of Q2 2024.

  • Lincoln National Corp reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,421 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2024, an estimated $219K.
  • Lincoln National Corp first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2019 and held it in 17 quarters.
  • Lincoln National Corp's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.66M in Q2 2020.
  • 251 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2024.

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