LNC
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Lincoln National Corp’s First Trust Senior Loan Fund ETF FTSL Stock Holding History

Lincoln National Corp’s Portfolio FTSL Stock Details FTSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,562
Closed -$488K – 432
2024
Q1 		$488K Sell
10,562
-9,167
-46% -$423K 0.01% 758
2023
Q4 		$909K Sell
19,729
-17,517
-47% -$802K 0.02% 487
2023
Q3 		$1.7M Buy
37,246
+4,622
+14% +$211K 0.03% 286
2023
Q2 		$1.48M Buy
32,624
+18,266
+127% +$825K 0.03% 316
2023
Q1 		$650K Buy
14,358
+1,667
+13% +$75.7K 0.01% 503
2022
Q4 		$566K Buy
12,691
+1,552
+14% +$69.5K 0.01% 500
2022
Q3 		$491K Sell
11,139
-3,916
-26% -$177K 0.01% 499
2022
Q2 		$664K Buy
15,055
+2,538
+20% +$117K 0.02% 419
2022
Q1 		$589K Buy
+12,517
New +$594K 0.01% 475
2020
Q1 		– Sell
-4,243
Closed -$203K – 616
2019
Q4 		$203K Buy
+4,243
New +$201K 0.01% 601
2018
Q1 		– Sell
-6,756
Closed -$325K – 537
2017
Q4 		$325K Sell
6,756
-82,241
-92% -$3.96M 0.01% 472
2017
Q3 		$4.29M Buy
88,997
+4,292
+5% +$208K 0.18% 44
2017
Q2 		$4.1M Buy
84,705
+1,960
+2% +$95.1K 0.19% 41
2017
Q1 		$4M Buy
+82,745
New +$4.02M 0.21% 39
2016
Q1 		– Sell
-4,538
Closed -$213K – 247
2015
Q4 		$213K Hold
4,538
– – 0.02% 182
2015
Q3 		$218K Buy
4,538
+316
+7% +$15.5K 0.02% 162
2015
Q2 		$208K Buy
+4,222
New +$208K 0.02% 167

Other funds holding FTSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

Lincoln National Corp sold out of First Trust Senior Loan Fund ETF (FTSL) in Q2 2024, closing a stake of 10,562 shares — an estimated $488K sold.

Lincoln National Corp first reported a position in FTSL in Q2 2015 and held it in 17 quarters. The position peaked at $4.29M in Q3 2017. 331 funds tracked by Wall St. Rank hold FTSL as of Q2 2024.

  • Lincoln National Corp reported no remaining First Trust Senior Loan Fund ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 10,562 First Trust Senior Loan Fund ETF shares in Q2 2024, an estimated $488K.
  • Lincoln National Corp first reported a position in First Trust Senior Loan Fund ETF in Q2 2015 and held it in 17 quarters.
  • Lincoln National Corp's First Trust Senior Loan Fund ETF position peaked at $4.29M in Q3 2017.
  • 331 funds tracked by Wall St. Rank held First Trust Senior Loan Fund ETF as of Q2 2024.

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