LNC
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Lincoln National Corp’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Lincoln National Corp’s Portfolio FDHY Stock Details FDHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-104,367
Closed -$5.01M – 371
2024
Q1 		$5.01M Sell
104,367
-1,519
-1% -$72.8K 0.08% 158
2023
Q4 		$5.07M Buy
105,886
+2,774
+3% +$128K 0.09% 135
2023
Q3 		$4.71M Buy
103,112
+4,635
+5% +$215K 0.1% 123
2023
Q2 		$4.58M Sell
98,477
-9,052
-8% -$422K 0.09% 127
2023
Q1 		$5.08M Buy
107,529
+12,963
+14% +$605K 0.11% 114
2022
Q4 		$4.35M Buy
+94,566
New +$4.33M 0.1% 126

Other funds holding FDHY

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
GCIM
Gunn & Company Investment Management Jacksonville, Florida $145M AUM 28.52% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return