LNC
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Lincoln National Corp’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Lincoln National Corp’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-45,958
Closed -$2.73M – 409
2024
Q1 		$2.73M Buy
45,958
+1,916
+4% +$107K 0.04% 266
2023
Q4 		$2.36M Sell
44,042
-12,043
-21% -$587K 0.04% 260
2023
Q3 		$2.61M Buy
56,085
+15,079
+37% +$729K 0.05% 201
2023
Q2 		$1.93M Sell
41,006
-9,220
-18% -$419K 0.04% 257
2023
Q1 		$2.27M Sell
50,226
-6,172
-11% -$302K 0.05% 210
2022
Q4 		$2.7M Sell
56,398
-1,571
-3% -$75.1K 0.06% 181
2022
Q3 		$2.5M Buy
57,969
+4,888
+9% +$230K 0.06% 175
2022
Q2 		$2.37M Sell
53,081
-984
-2% -$48.1K 0.06% 190
2022
Q1 		$2.93M Buy
54,065
+13,773
+34% +$764K 0.06% 167
2021
Q4 		$2.25M Buy
40,292
+14,603
+57% +$824K 0.05% 204
2021
Q3 		$1.38M Sell
25,689
-9,347
-27% -$499K 0.03% 258
2021
Q2 		$1.83M Buy
35,036
+6,416
+22% +$336K 0.04% 217
2021
Q1 		$1.4M Buy
28,620
+10,283
+56% +$475K 0.03% 236
2020
Q4 		$774K Sell
18,337
-13,229
-42% -$506K 0.02% 328
2020
Q3 		$1.07M Sell
31,566
-218
-0.7% -$7.51K 0.03% 244
2020
Q2 		$1.05M Buy
31,784
+9,092
+40% +$293K 0.03% 234
2020
Q1 		$667K Sell
22,692
-6,604
-23% -$262K 0.03% 283
2019
Q4 		$1.3M Buy
29,296
+6,486
+28% +$275K 0.04% 212
2019
Q3 		$927K Buy
22,810
+598
+3% +$24K 0.03% 238
2019
Q2 		$891K Buy
22,212
+4,539
+26% +$179K 0.03% 221
2019
Q1 		$663K Buy
17,673
+2,490
+16% +$93.9K 0.03% 257
2018
Q4 		$524K Sell
15,183
-407
-3% -$15.4K 0.02% 259
2018
Q3 		$629K Buy
15,590
+4,652
+43% +$191K 0.02% 237
2018
Q2 		$429K Buy
10,938
+2,041
+23% +$82.8K 0.02% 295
2018
Q1 		$360K Sell
8,897
-8,422
-49% -$353K 0.01% 327
2017
Q4 		$706K Buy
17,319
+9,336
+117% +$368K 0.02% 299
2017
Q3 		$303K Sell
7,983
-270
-3% -$9.9K 0.01% 315
2017
Q2 		$300K Buy
8,253
+2,306
+39% +$81K 0.01% 270
2017
Q1 		$209K Buy
+5,947
New +$211K 0.01% 306

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2024, closing a stake of 45,958 shares — an estimated $2.73M sold.

Lincoln National Corp first reported a position in FNCL in Q1 2017 and held it in 29 quarters. The position peaked at $2.93M in Q1 2022. 187 funds tracked by Wall St. Rank hold FNCL as of Q2 2024.

  • Lincoln National Corp reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 45,958 Fidelity MSCI Financials Index ETF shares in Q2 2024, an estimated $2.73M.
  • Lincoln National Corp first reported a position in Fidelity MSCI Financials Index ETF in Q1 2017 and held it in 29 quarters.
  • Lincoln National Corp's Fidelity MSCI Financials Index ETF position peaked at $2.93M in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2024.

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