Lincoln National Corp’s Franklin US Mid Cap Multifactor Index ETF FLQM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-19,638	Closed	-$1.05M	–	400
2024 Q1	$1.05M	Buy	19,638 +4,062	+26%	+$202K	0.02%	508
2023 Q4	$750K	Buy	15,576 +1,725	+12%	+$76.4K	0.01%	538
2023 Q3	$595K	Buy	13,851 +7,181	+108%	+$322K	0.01%	547
2023 Q2	$299K	Buy	+6,670	New	+$288K	0.01%	789

Other funds holding FLQM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Lincoln National Corp sold out of Franklin US Mid Cap Multifactor Index ETF (FLQM) in Q2 2024, closing a stake of 19,638 shares — an estimated $1.05M sold.

Lincoln National Corp first reported a position in FLQM in Q2 2023 and held it in 4 quarters. The position peaked at $1.05M in Q1 2024. 106 funds tracked by Wall St. Rank hold FLQM as of Q2 2024.

Lincoln National Corp reported no remaining Franklin US Mid Cap Multifactor Index ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 19,638 Franklin US Mid Cap Multifactor Index ETF shares in Q2 2024, an estimated $1.05M.
Lincoln National Corp first reported a position in Franklin US Mid Cap Multifactor Index ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's Franklin US Mid Cap Multifactor Index ETF position peaked at $1.05M in Q1 2024.
106 funds tracked by Wall St. Rank held Franklin US Mid Cap Multifactor Index ETF as of Q2 2024.

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