LNC
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Lincoln National Corp’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Lincoln National Corp’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,750
Closed -$298K – 1216
2023
Q4 		$298K Hold
6,750
– – 0.01% 870
2023
Q3 		$274K Buy
+6,750
New +$281K 0.01% 831

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Osaic Holdings
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MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2024, closing a stake of 6,750 shares — an estimated $298K sold.

Lincoln National Corp first reported a position in FJUN in Q3 2023 and held it in 2 quarters. The position peaked at $298K in Q4 2023. 103 funds tracked by Wall St. Rank hold FJUN as of Q1 2024.

  • Lincoln National Corp reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,750 FT Vest US Equity Buffer ETF June shares in Q1 2024, an estimated $298K.
  • Lincoln National Corp first reported a position in FT Vest US Equity Buffer ETF June in Q3 2023 and held it in 2 quarters.
  • Lincoln National Corp's FT Vest US Equity Buffer ETF June position peaked at $298K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2024.

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