Lincoln National Corp’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,180	Closed	-$795K	–	405
2024 Q1	$795K	Buy	15,180 +9,959	+191%	+$484K	0.01%	587
2023 Q4	$254K	Sell	5,221 -16,699	-76%	-$751K	﹤0.01%	945
2023 Q3	$969K	Buy	21,920 +16,534	+307%	+$765K	0.02%	416
2023 Q2	$251K	Sell	5,386 -11,886	-69%	-$532K	0.01%	868
2023 Q1	$787K	Buy	17,272 +5,026	+41%	+$230K	0.02%	448
2022 Q4	$535K	Buy	12,246 +564	+5%	+$24.3K	0.01%	523
2022 Q3	$444K	Sell	11,682 -5,042	-30%	-$213K	0.01%	524
2022 Q2	$685K	Sell	16,724 -1,304	-7%	-$61.1K	0.02%	412
2022 Q1	$896K	Buy	18,028 +1,770	+11%	+$84.6K	0.02%	372
2021 Q4	$818K	Buy	16,258 +3,239	+25%	+$156K	0.02%	391
2021 Q3	$577K	Sell	13,019 -260	-2%	-$12.1K	0.01%	456
2021 Q2	$613K	Buy	13,279 +848	+7%	+$40K	0.01%	432
2021 Q1	$550K	Buy	12,431 +4,911	+65%	+$207K	0.01%	437
2020 Q4	$302K	Buy	+7,520	New	+$282K	0.01%	574
2020 Q1	–	Sell	-7,753	Closed	-$267K	–	613
2019 Q4	$267K	Buy	+7,753	New	+$256K	0.01%	522

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

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

Lincoln National Corp sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2024, closing a stake of 15,180 shares — an estimated $795K sold.

Lincoln National Corp first reported a position in FMAT in Q4 2019 and held it in 15 quarters. The position peaked at $969K in Q3 2023. 106 funds tracked by Wall St. Rank hold FMAT as of Q2 2024.

Lincoln National Corp reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 15,180 Fidelity MSCI Materials Index ETF shares in Q2 2024, an estimated $795K.
Lincoln National Corp first reported a position in Fidelity MSCI Materials Index ETF in Q4 2019 and held it in 15 quarters.
Lincoln National Corp's Fidelity MSCI Materials Index ETF position peaked at $969K in Q3 2023.
106 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2024.

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