Lincoln National Corp’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,393	Closed	-$211K	–	693
2020 Q2	$211K	Sell	5,393 -4,728	-47%	-$169K	0.01%	591
2020 Q1	$317K	Sell	10,121 -482	-5%	-$21K	0.01%	436
2019 Q4	$540K	Buy	10,603 +127	+1%	+$6.04K	0.02%	379
2019 Q3	$479K	Sell	10,476 -155	-1%	-$6.98K	0.02%	357
2019 Q2	$481K	Buy	10,631 +131	+1%	+$5.86K	0.02%	328
2019 Q1	$469K	Sell	10,500 -1,459	-12%	-$65.9K	0.02%	309
2018 Q4	$485K	Buy	+11,959	New	+$544K	0.02%	273

Other funds holding FDM

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lincoln National Corp's FDM Position: Q3 2020 in Review

Lincoln National Corp sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2020, closing a stake of 5,393 shares — an estimated $211K sold.

Lincoln National Corp first reported a position in FDM in Q4 2018 and held it in 7 quarters. The position peaked at $540K in Q4 2019. 49 funds tracked by Wall St. Rank hold FDM as of Q3 2020.

Lincoln National Corp reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2020 after selling out during the quarter.
Lincoln National Corp sold 5,393 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2020, an estimated $211K.
Lincoln National Corp first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2018 and held it in 7 quarters.
Lincoln National Corp's First Trust Dow Jones Select MicroCap Index Fund position peaked at $540K in Q4 2019.
49 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2020.

Based on Lincoln National Corp's 13F filing for Q3 2020, filed 9 Nov 2020.