LNC
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Lincoln National Corp’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Lincoln National Corp’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-60,967
Closed -$1.8M – 381
2024
Q1 		$1.8M Sell
60,967
-750
-1% -$21K 0.03% 355
2023
Q4 		$1.62M Buy
+61,717
New +$1.59M 0.03% 337

Other funds holding FELG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q2 2024, closing a stake of 60,967 shares — an estimated $1.8M sold.

Lincoln National Corp first reported a position in FELG in Q4 2023 and held it in 2 quarters. The position peaked at $1.8M in Q1 2024. 94 funds tracked by Wall St. Rank hold FELG as of Q2 2024.

  • Lincoln National Corp reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 60,967 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2024, an estimated $1.8M.
  • Lincoln National Corp first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Fidelity Enhanced Large Cap Growth ETF position peaked at $1.8M in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2024.

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