Lincoln National Corp’s First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF FTRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,646	Closed	-$221K	–	1047
2023 Q1	$221K	Buy	+16,646	New	+$230K	﹤0.01%	886
2022 Q3	–	Sell	-13,198	Closed	-$175K	–	886
2022 Q2	$175K	Buy	13,198 +2,251	+21%	+$34.9K	﹤0.01%	817
2022 Q1	$181K	Buy	+10,947	New	+$168K	﹤0.01%	873

Other funds holding FTRI

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

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

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

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

Lincoln National Corp's FTRI Position: Q2 2023 in Review

Lincoln National Corp sold out of First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF (FTRI) in Q2 2023, closing a stake of 16,646 shares — an estimated $221K sold.

Lincoln National Corp first reported a position in FTRI in Q1 2022 and held it in 3 quarters. The position peaked at $221K in Q1 2023. 79 funds tracked by Wall St. Rank hold FTRI as of Q2 2023.

Lincoln National Corp reported no remaining First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position as of Q2 2023 after selling out during the quarter.
Lincoln National Corp sold 16,646 First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF shares in Q2 2023, an estimated $221K.
Lincoln National Corp first reported a position in First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF in Q1 2022 and held it in 3 quarters.
Lincoln National Corp's First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF position peaked at $221K in Q1 2023.
79 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF as of Q2 2023.

Based on Lincoln National Corp's 13F filing for Q2 2023, filed 7 Aug 2023.