Lincoln National Corp’s Fidelity Dividend ETF for Rising Rates FDRR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-31,095	Closed	-$1.45M	–	375
2024 Q1	$1.45M	Buy	31,095 +5,516	+22%	+$247K	0.02%	408
2023 Q4	$1.12M	Buy	25,579 +5,546	+28%	+$228K	0.02%	433
2023 Q3	$797K	Sell	20,033 -412	-2%	-$17.2K	0.02%	466
2023 Q2	$853K	Buy	20,445 +2,318	+13%	+$94.4K	0.02%	457
2023 Q1	$737K	Buy	18,127 +113	+0.6%	+$4.59K	0.02%	466
2022 Q4	$718K	Sell	18,014 -1,605	-8%	-$63K	0.02%	439
2022 Q3	$696K	Buy	19,619 +2,750	+16%	+$109K	0.02%	410
2022 Q2	$652K	Buy	16,869 +5,643	+50%	+$235K	0.02%	424
2022 Q1	$499K	Buy	11,226 +5,279	+89%	+$233K	0.01%	521
2021 Q4	$269K	Buy	+5,947	New	+$260K	0.01%	756
2019 Q1	–	Sell	-18,919	Closed	-$542K	–	520
2018 Q4	$542K	Buy	+18,919	New	+$581K	0.02%	252

Other funds holding FDRR

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity Dividend ETF for Rising Rates (FDRR) in Q2 2024, closing a stake of 31,095 shares — an estimated $1.45M sold.

Lincoln National Corp first reported a position in FDRR in Q4 2018 and held it in 11 quarters. The position peaked at $1.45M in Q1 2024. 88 funds tracked by Wall St. Rank hold FDRR as of Q2 2024.

Lincoln National Corp reported no remaining Fidelity Dividend ETF for Rising Rates position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 31,095 Fidelity Dividend ETF for Rising Rates shares in Q2 2024, an estimated $1.45M.
Lincoln National Corp first reported a position in Fidelity Dividend ETF for Rising Rates in Q4 2018 and held it in 11 quarters.
Lincoln National Corp's Fidelity Dividend ETF for Rising Rates position peaked at $1.45M in Q1 2024.
88 funds tracked by Wall St. Rank held Fidelity Dividend ETF for Rising Rates as of Q2 2024.

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