Lincoln National Corp’s First Trust US Equity Opportunities ETF FPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,872	Closed	-$213K	–	494
2018 Q3	$213K	Buy	2,872 +4	+0.1%	+$295	0.01%	443
2018 Q2	$205K	Buy	+2,868	New	+$203K	0.01%	453
2018 Q1	–	Sell	-4,655	Closed	-$318K	–	534
2017 Q4	$318K	Buy	+4,655	New	+$309K	0.01%	480

Other funds holding FPX

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lincoln National Corp's FPX Position: Q4 2018 in Review

Lincoln National Corp sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2018, closing a stake of 2,872 shares — an estimated $213K sold.

Lincoln National Corp first reported a position in FPX in Q4 2017 and held it in 3 quarters. The position peaked at $318K in Q4 2017. 127 funds tracked by Wall St. Rank hold FPX as of Q4 2018.

Lincoln National Corp reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2018 after selling out during the quarter.
Lincoln National Corp sold 2,872 First Trust US Equity Opportunities ETF shares in Q4 2018, an estimated $213K.
Lincoln National Corp first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and held it in 3 quarters.
Lincoln National Corp's First Trust US Equity Opportunities ETF position peaked at $318K in Q4 2017.
127 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2018.

Based on Lincoln National Corp's 13F filing for Q4 2018, filed 8 Feb 2019.