Lincoln National Corp’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,583	Closed	-$2.74M	–	428
2024 Q1	$2.74M	Buy	17,583 +259	+1%	+$39K	0.04%	264
2023 Q4	$2.49M	Buy	17,324 +5,490	+46%	+$727K	0.04%	245
2023 Q3	$1.45M	Sell	11,834 -393	-3%	-$50.6K	0.03%	316
2023 Q2	$1.6M	Sell	12,227 -1,894	-13%	-$225K	0.03%	307
2023 Q1	$1.61M	Sell	14,121 -779	-5%	-$81.5K	0.03%	281
2022 Q4	$1.41M	Sell	14,900 -2,419	-14%	-$234K	0.03%	290
2022 Q3	$1.57M	Sell	17,319 -8,123	-32%	-$845K	0.04%	252
2022 Q2	$2.46M	Sell	25,442 -2,609	-9%	-$278K	0.06%	183
2022 Q1	$3.45M	Sell	28,051 -9,814	-26%	-$1.19M	0.07%	145
2021 Q4	$5.13M	Buy	37,865 +1,195	+3%	+$155K	0.1%	108
2021 Q3	$4.35M	Sell	36,670 -3,426	-9%	-$420K	0.1%	109
2021 Q2	$4.72M	Buy	40,096 +6,148	+18%	+$685K	0.1%	105
2021 Q1	$3.59M	Sell	33,948 -1,649	-5%	-$175K	0.09%	121
2020 Q4	$3.72M	Sell	35,597 -10,507	-23%	-$1.02M	0.1%	113
2020 Q3	$4.25M	Sell	46,104 -1,645	-3%	-$146K	0.13%	90
2020 Q2	$3.93M	Buy	47,749 +25,372	+113%	+$1.87M	0.13%	91
2020 Q1	$1.4M	Buy	22,377 +12,254	+121%	+$879K	0.05%	163
2019 Q4	$733K	Buy	10,123 +2,477	+32%	+$168K	0.02%	317
2019 Q3	$488K	Sell	7,646 -416	-5%	-$26.5K	0.02%	350
2019 Q2	$502K	Sell	8,062 -17,948	-69%	-$1.09M	0.02%	319
2019 Q1	$1.54M	Sell	26,010 -11,712	-31%	-$643K	0.06%	142
2018 Q4	$1.86M	Sell	37,722 -39,816	-51%	-$2.14M	0.09%	107
2018 Q3	$4.67M	Buy	77,538 +62,598	+419%	+$3.67M	0.16%	57
2018 Q2	$826K	Sell	14,940 -7,097	-32%	-$387K	0.03%	194
2018 Q1	$1.14M	Buy	22,037 +14,641	+198%	+$776K	0.04%	141
2017 Q4	$369K	Buy	+7,396	New	+$364K	0.01%	431
2017 Q3	–	Sell	-24,291	Closed	-$1.04M	–	408
2017 Q2	$1.04M	Buy	24,291 +9,021	+59%	+$386K	0.05%	120
2017 Q1	$628K	Buy	15,270 +9,557	+167%	+$379K	0.03%	161
2016 Q4	$211K	Sell	5,713 -355	-6%	-$13K	0.01%	277
2016 Q3	$222K	Buy	+6,068	New	+$213K	0.01%	263

Other funds holding FTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Lincoln National Corp sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2024, closing a stake of 17,583 shares — an estimated $2.74M sold.

Lincoln National Corp first reported a position in FTEC in Q3 2016 and held it in 30 quarters. The position peaked at $5.13M in Q4 2021. 432 funds tracked by Wall St. Rank hold FTEC as of Q2 2024.

Lincoln National Corp reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 17,583 Fidelity MSCI Information Technology Index ETF shares in Q2 2024, an estimated $2.74M.
Lincoln National Corp first reported a position in Fidelity MSCI Information Technology Index ETF in Q3 2016 and held it in 30 quarters.
Lincoln National Corp's Fidelity MSCI Information Technology Index ETF position peaked at $5.13M in Q4 2021.
432 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2024.

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