Lincoln National Corp’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-28,923	Closed	-$2.39M	–	370
2024 Q1	$2.39M	Buy	28,923 +1,869	+7%	+$143K	0.04%	294
2023 Q4	$1.93M	Buy	27,054 +975	+4%	+$63.8K	0.03%	296
2023 Q3	$1.64M	Buy	26,079 +3,957	+18%	+$261K	0.03%	296
2023 Q2	$1.45M	Buy	22,122 +3,878	+21%	+$235K	0.03%	321
2023 Q1	$1.07M	Buy	18,244 +3,891	+27%	+$218K	0.02%	375
2022 Q4	$745K	Buy	14,353 +3,847	+37%	+$206K	0.02%	426
2022 Q3	$552K	Buy	10,506 +6,638	+172%	+$385K	0.01%	468
2022 Q2	$203K	Buy	+3,868	New	+$230K	﹤0.01%	806

Other funds holding FDG

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Lincoln National Corp sold out of American Century Focused Dynamic Growth ETF (FDG) in Q2 2024, closing a stake of 28,923 shares — an estimated $2.39M sold.

Lincoln National Corp first reported a position in FDG in Q2 2022 and held it in 8 quarters. The position peaked at $2.39M in Q1 2024. 33 funds tracked by Wall St. Rank hold FDG as of Q2 2024.

Lincoln National Corp reported no remaining American Century Focused Dynamic Growth ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 28,923 American Century Focused Dynamic Growth ETF shares in Q2 2024, an estimated $2.39M.
Lincoln National Corp first reported a position in American Century Focused Dynamic Growth ETF in Q2 2022 and held it in 8 quarters.
Lincoln National Corp's American Century Focused Dynamic Growth ETF position peaked at $2.39M in Q1 2024.
33 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2024.

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