Lincoln National Corp’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,170	Closed	-$351K	–	391
2024 Q1	$351K	Buy	+5,170	New	+$326K	0.01%	884
2023 Q4	–	Sell	-5,064	Closed	-$274K	–	1118
2023 Q3	$274K	Buy	+5,064	New	+$288K	0.01%	829
2023 Q2	–	Sell	-4,440	Closed	-$235K	–	1042
2023 Q1	$235K	Sell	4,440 -2,218	-33%	-$117K	﹤0.01%	859
2022 Q4	$338K	Buy	+6,658	New	+$330K	0.01%	663
2022 Q1	–	Sell	-37,478	Closed	-$2.11M	–	925
2021 Q4	$2.11M	Buy	37,478 +2,518	+7%	+$139K	0.04%	214
2021 Q3	$1.81M	Sell	34,960 -30,893	-47%	-$1.67M	0.04%	217
2021 Q2	$3.57M	Buy	65,853 +6,841	+12%	+$371K	0.08%	138
2021 Q1	$3.07M	Buy	59,012 +29,671	+101%	+$1.46M	0.08%	141
2020 Q4	$1.38M	Buy	+29,341	New	+$1.3M	0.04%	227
2019 Q1	–	Sell	-17,141	Closed	-$562K	–	521
2018 Q4	$562K	Sell	17,141 -6,392	-27%	-$231K	0.03%	243
2018 Q3	$946K	Buy	+23,533	New	+$924K	0.03%	183
2018 Q1	–	Sell	-59,186	Closed	-$2.29M	–	531
2017 Q4	$2.29M	Buy	+59,186	New	+$2.21M	0.07%	137

Other funds holding FIDU

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2024, closing a stake of 5,170 shares — an estimated $351K sold.

Lincoln National Corp first reported a position in FIDU in Q4 2017 and held it in 12 quarters. The position peaked at $3.57M in Q2 2021. 149 funds tracked by Wall St. Rank hold FIDU as of Q2 2024.

Lincoln National Corp reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 5,170 Fidelity MSCI Industrials Index ETF shares in Q2 2024, an estimated $351K.
Lincoln National Corp first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2017 and held it in 12 quarters.
Lincoln National Corp's Fidelity MSCI Industrials Index ETF position peaked at $3.57M in Q2 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2024.

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