LNC
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Lincoln National Corp’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Lincoln National Corp’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,600
Closed -$338K – 396
2024
Q1 		$338K Sell
7,600
-500
-6% -$21.5K 0.01% 903
2023
Q4 		$337K Buy
8,100
+1,100
+16% +$43.5K 0.01% 823
2023
Q3 		$268K Buy
+7,000
New +$275K 0.01% 841

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2024, closing a stake of 7,600 shares — an estimated $338K sold.

Lincoln National Corp first reported a position in FJUL in Q3 2023 and held it in 3 quarters. The position peaked at $338K in Q1 2024. 112 funds tracked by Wall St. Rank hold FJUL as of Q2 2024.

  • Lincoln National Corp reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 7,600 FT Vest US Equity Buffer ETF July shares in Q2 2024, an estimated $338K.
  • Lincoln National Corp first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 3 quarters.
  • Lincoln National Corp's FT Vest US Equity Buffer ETF July position peaked at $338K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2024.

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