LNC
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Lincoln National Corp’s First Trust Managed Municipal ETF FMB Stock Holding History

Lincoln National Corp’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,863
Closed -$763K – 404
2024
Q1 		$763K Sell
14,863
-2,241
-13% -$115K 0.01% 602
2023
Q4 		$884K Buy
17,104
+60
+0.4% +$2.98K 0.02% 493
2023
Q3 		$833K Buy
17,044
+5,296
+45% +$266K 0.02% 455
2023
Q2 		$595K Sell
11,748
-945
-7% -$47.9K 0.01% 542
2023
Q1 		$647K Buy
12,693
+2,487
+24% +$126K 0.01% 504
2022
Q4 		$511K Buy
10,206
+1,339
+15% +$66.4K 0.01% 530
2022
Q3 		$432K Buy
8,867
+4,673
+111% +$237K 0.01% 531
2022
Q2 		$212K Sell
4,194
-1,981
-32% -$102K 0.01% 789
2022
Q1 		$328K Sell
6,175
-3,975
-39% -$219K 0.01% 687
2021
Q4 		$578K Buy
10,150
+153
+2% +$8.69K 0.01% 479
2021
Q3 		$568K Sell
9,997
-1,201
-11% -$69K 0.01% 460
2021
Q2 		$641K Buy
11,198
+1,429
+15% +$81.5K 0.01% 426
2021
Q1 		$551K Buy
9,769
+444
+5% +$25.2K 0.01% 436
2020
Q4 		$529K Buy
+9,325
New +$522K 0.01% 409

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lincoln National Corp sold out of First Trust Managed Municipal ETF (FMB) in Q2 2024, closing a stake of 14,863 shares — an estimated $763K sold.

Lincoln National Corp first reported a position in FMB in Q4 2020 and held it in 14 quarters. The position peaked at $884K in Q4 2023. 297 funds tracked by Wall St. Rank hold FMB as of Q2 2024.

  • Lincoln National Corp reported no remaining First Trust Managed Municipal ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 14,863 First Trust Managed Municipal ETF shares in Q2 2024, an estimated $763K.
  • Lincoln National Corp first reported a position in First Trust Managed Municipal ETF in Q4 2020 and held it in 14 quarters.
  • Lincoln National Corp's First Trust Managed Municipal ETF position peaked at $884K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2024.

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