Lincoln National Corp’s Fidelity Momentum Factor ETF FDMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-37,749	Closed	-$2.03M	–	924
2021 Q4	$2.03M	Buy	37,749 +9,275	+33%	+$486K	0.04%	221
2021 Q3	$1.4M	Buy	28,474 +8,375	+42%	+$420K	0.03%	256
2021 Q2	$978K	Buy	20,099 +10,850	+117%	+$511K	0.02%	325
2021 Q1	$416K	Sell	9,249 -1,147	-11%	-$52.2K	0.01%	507
2020 Q4	$460K	Buy	+10,396	New	+$439K	0.01%	438
2020 Q1	–	Sell	-6,834	Closed	-$251K	–	609
2019 Q4	$251K	Buy	+6,834	New	+$242K	0.01%	542
2019 Q3	–	Sell	-22,250	Closed	-$789K	–	589
2019 Q2	$789K	Sell	22,250 -10,439	-32%	-$362K	0.03%	240
2019 Q1	$1.1M	Sell	32,689 -24,507	-43%	-$796K	0.05%	187
2018 Q4	$1.7M	Buy	57,196 +16,636	+41%	+$533K	0.08%	115
2018 Q3	$1.43M	Sell	40,560 -2,328	-5%	-$80K	0.05%	134
2018 Q2	$1.41M	Buy	+42,888	New	+$1.41M	0.05%	130

Other funds holding FDMO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

BFA

BMS Financial Advisors Rapid City, South Dakota $153M AUM 14.47% 1-Year Est. Return

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

Lincoln National Corp's FDMO Position: Q1 2022 in Review

Lincoln National Corp sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2022, closing a stake of 37,749 shares — an estimated $2.03M sold.

Lincoln National Corp first reported a position in FDMO in Q2 2018 and held it in 11 quarters. The position peaked at $2.03M in Q4 2021. 34 funds tracked by Wall St. Rank hold FDMO as of Q1 2022.

Lincoln National Corp reported no remaining Fidelity Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
Lincoln National Corp sold 37,749 Fidelity Momentum Factor ETF shares in Q1 2022, an estimated $2.03M.
Lincoln National Corp first reported a position in Fidelity Momentum Factor ETF in Q2 2018 and held it in 11 quarters.
Lincoln National Corp's Fidelity Momentum Factor ETF position peaked at $2.03M in Q4 2021.
34 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2022.

Based on Lincoln National Corp's 13F filing for Q1 2022, filed 9 May 2022.