LNC
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Lincoln National Corp’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Lincoln National Corp’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,860
Closed -$442K – 1174
2024
Q1 		$442K Buy
16,860
+4,668
+38% +$113K 0.01% 799
2023
Q4 		$288K Buy
+12,192
New +$262K 0.01% 887

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
D
Dentgroup Baton Rouge, Louisiana $146M AUM 14.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2024, closing a stake of 16,860 shares — an estimated $442K sold.

Lincoln National Corp first reported a position in FFSM in Q4 2023 and held it in 2 quarters. The position peaked at $442K in Q1 2024. 19 funds tracked by Wall St. Rank hold FFSM as of Q2 2024.

  • Lincoln National Corp reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 16,860 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2024, an estimated $442K.
  • Lincoln National Corp first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Fidelity Fundamental Small-Mid Cap ETF position peaked at $442K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2024.

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