Lincoln National Corp’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,525	Closed	-$516K	–	368
2024 Q1	$516K	Hold	12,525	–	–	0.01%	738
2023 Q4	$488K	Buy	+12,525	New	+$458K	0.01%	683

Other funds holding FDEC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

RJFSA

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

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

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

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

Lincoln National Corp sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2024, closing a stake of 12,525 shares — an estimated $516K sold.

Lincoln National Corp first reported a position in FDEC in Q4 2023 and held it in 2 quarters. The position peaked at $516K in Q1 2024. 140 funds tracked by Wall St. Rank hold FDEC as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 12,525 FT Vest US Equity Buffer ETF December shares in Q2 2024, an estimated $516K.
Lincoln National Corp first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and held it in 2 quarters.
Lincoln National Corp's FT Vest US Equity Buffer ETF December position peaked at $516K in Q1 2024.
140 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2024.

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