Lincoln National Corp’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,571	Closed	-$336K	–	406
2024 Q1	$336K	Buy	+8,571	New	+$329K	0.01%	907
2023 Q4	–	Sell	-9,706	Closed	-$342K	–	1119
2023 Q3	$342K	Hold	9,706	–	–	0.01%	731
2023 Q2	$346K	Sell	9,706 -2,204	-19%	-$75.6K	0.01%	743
2023 Q1	$400K	Buy	11,910 +1,760	+17%	+$57.3K	0.01%	661
2022 Q4	$318K	Sell	10,150 -2,267	-18%	-$70.3K	0.01%	685
2022 Q3	$365K	Hold	12,417	–	–	0.01%	589
2022 Q2	$374K	Buy	12,417 +2,767	+29%	+$87.9K	0.01%	567
2022 Q1	$327K	Buy	+9,650	New	+$317K	0.01%	689

Other funds holding FMAR

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2024, closing a stake of 8,571 shares — an estimated $336K sold.

Lincoln National Corp first reported a position in FMAR in Q1 2022 and held it in 8 quarters. The position peaked at $400K in Q1 2023. 119 funds tracked by Wall St. Rank hold FMAR as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 8,571 FT Vest US Equity Buffer ETF March shares in Q2 2024, an estimated $336K.
Lincoln National Corp first reported a position in FT Vest US Equity Buffer ETF March in Q1 2022 and held it in 8 quarters.
Lincoln National Corp's FT Vest US Equity Buffer ETF March position peaked at $400K in Q1 2023.
119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2024.

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