Lincoln National Corp’s First Trust Water ETF FIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,233	Closed	-$212K	–	1215
2023 Q4	$212K	Buy	+2,233	New	+$191K	﹤0.01%	1031
2023 Q3	–	Sell	-2,724	Closed	-$241K	–	1039
2023 Q2	$241K	Sell	2,724 -1,535	-36%	-$129K	﹤0.01%	883
2023 Q1	$356K	Sell	4,259 -174	-4%	-$14.4K	0.01%	710
2022 Q4	$352K	Buy	4,433 +1,103	+33%	+$87.1K	0.01%	640
2022 Q3	$239K	Buy	3,330 +282	+9%	+$22K	0.01%	745
2022 Q2	$219K	Buy	+3,048	New	+$233K	0.01%	772

Other funds holding FIW

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lincoln National Corp's FIW Position: Q1 2024 in Review

Lincoln National Corp sold out of First Trust Water ETF (FIW) in Q1 2024, closing a stake of 2,233 shares — an estimated $212K sold.

Lincoln National Corp first reported a position in FIW in Q2 2022 and held it in 6 quarters. The position peaked at $356K in Q1 2023. 266 funds tracked by Wall St. Rank hold FIW as of Q1 2024.

Lincoln National Corp reported no remaining First Trust Water ETF position as of Q1 2024 after selling out during the quarter.
Lincoln National Corp sold 2,233 First Trust Water ETF shares in Q1 2024, an estimated $212K.
Lincoln National Corp first reported a position in First Trust Water ETF in Q2 2022 and held it in 6 quarters.
Lincoln National Corp's First Trust Water ETF position peaked at $356K in Q1 2023.
266 funds tracked by Wall St. Rank held First Trust Water ETF as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.