Lincoln National Corp’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,312	Closed	-$349K	–	533
2017 Q4	$349K	Buy	+5,312	New	+$340K	0.01%	447

Other funds holding FNX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Lincoln National Corp's FNX Position: Q1 2018 in Review

Lincoln National Corp sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2018, closing a stake of 5,312 shares — an estimated $349K sold.

Lincoln National Corp first reported a position in FNX in Q4 2017 and held it in 1 quarter. The position peaked at $349K in Q4 2017. 101 funds tracked by Wall St. Rank hold FNX as of Q1 2018.

Lincoln National Corp reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
Lincoln National Corp sold 5,312 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2018, an estimated $349K.
Lincoln National Corp first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
Lincoln National Corp's First Trust Mid Cap Core AlphaDEX Fund position peaked at $349K in Q4 2017.
101 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2018.

Based on Lincoln National Corp's 13F filing for Q1 2018, filed 9 May 2018.