Lincoln National Corp’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-50,883	Closed	-$1.98M	–	425
2024 Q1	$1.98M	Buy	50,883 +2,397	+5%	+$88.1K	0.03%	334
2023 Q4	$1.76M	Buy	48,486 +314	+0.7%	+$10.4K	0.03%	315
2023 Q3	$1.55M	Sell	48,172 -1,357	-3%	-$45.6K	0.03%	308
2023 Q2	$1.66M	Buy	49,529 +4,111	+9%	+$132K	0.03%	300
2023 Q1	$1.47M	Buy	45,418 +241	+0.5%	+$7.88K	0.03%	299
2022 Q4	$1.42M	Buy	45,177 +1,158	+3%	+$36.4K	0.03%	286
2022 Q3	$1.26M	Buy	44,019 +3,288	+8%	+$103K	0.03%	290
2022 Q2	$1.21M	Buy	40,731 +5,020	+14%	+$161K	0.03%	306
2022 Q1	$1.22M	Buy	35,711 +11,261	+46%	+$384K	0.03%	312
2021 Q4	$876K	Buy	24,450 +11,483	+89%	+$403K	0.02%	374
2021 Q3	$434K	Sell	12,967 -6,738	-34%	-$229K	0.01%	545
2021 Q2	$668K	Sell	19,705 -11,448	-37%	-$387K	0.01%	416
2021 Q1	$1.01M	Sell	31,153 -255	-0.8%	-$7.98K	0.03%	291
2020 Q4	$901K	Buy	31,408 +22,532	+254%	+$600K	0.02%	298
2020 Q3	$210K	Sell	8,876 -10,759	-55%	-$257K	0.01%	617
2020 Q2	$449K	Buy	+19,635	New	+$421K	0.01%	397

Other funds holding FSMD

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

RJFSA

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

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

EPW

Evergreen Private Wealth Greenwood Village, Colorado $247M AUM 17.94% 1-Year Est. Return

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

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

Lincoln National Corp sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2024, closing a stake of 50,883 shares — an estimated $1.98M sold.

Lincoln National Corp first reported a position in FSMD in Q2 2020 and held it in 16 quarters. The position peaked at $1.98M in Q1 2024. 54 funds tracked by Wall St. Rank hold FSMD as of Q2 2024.

Lincoln National Corp reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 50,883 Fidelity Small-Mid Multifactor ETF shares in Q2 2024, an estimated $1.98M.
Lincoln National Corp first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2020 and held it in 16 quarters.
Lincoln National Corp's Fidelity Small-Mid Multifactor ETF position peaked at $1.98M in Q1 2024.
54 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2024.

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