Lincoln National Corp’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,801	Closed	-$663K	–	395
2024 Q1	$663K	Buy	+15,801	New	+$646K	0.01%	643
2023 Q2	–	Sell	-12,900	Closed	-$450K	–	1044
2023 Q1	$450K	Buy	12,900 +6,000	+87%	+$205K	0.01%	631
2022 Q4	$226K	Sell	6,900 -15,230	-69%	-$491K	0.01%	827
2022 Q3	$675K	Buy	22,130 +2,300	+12%	+$74.5K	0.02%	417
2022 Q2	$620K	Buy	19,830 +2,702	+16%	+$88.7K	0.01%	438
2022 Q1	$598K	Sell	17,128 -630	-4%	-$21.6K	0.01%	470
2021 Q4	$605K	Sell	17,758 -2,000	-10%	-$67.5K	0.01%	471
2021 Q3	$652K	Hold	19,758	–	–	0.01%	432
2021 Q2	$648K	Hold	19,758	–	–	0.01%	424
2021 Q1	$620K	Buy	+19,758	New	+$606K	0.02%	407

Other funds holding FJAN

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2024, closing a stake of 15,801 shares — an estimated $663K sold.

Lincoln National Corp first reported a position in FJAN in Q1 2021 and held it in 10 quarters. The position peaked at $675K in Q3 2022. 123 funds tracked by Wall St. Rank hold FJAN as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 15,801 FT Vest US Equity Buffer ETF January shares in Q2 2024, an estimated $663K.
Lincoln National Corp first reported a position in FT Vest US Equity Buffer ETF January in Q1 2021 and held it in 10 quarters.
Lincoln National Corp's FT Vest US Equity Buffer ETF January position peaked at $675K in Q3 2022.
123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2024.

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