Lincoln National Corp’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,704	Closed	-$339K	–	1012
2022 Q4	$339K	Sell	5,704 -2,231	-28%	-$133K	0.01%	659
2022 Q3	$470K	Buy	+7,935	New	+$472K	0.01%	515
2021 Q2	–	Sell	-3,392	Closed	-$203K	–	863
2021 Q1	$203K	Sell	3,392 -5,935	-64%	-$356K	0.01%	757
2020 Q4	$560K	Buy	9,327 +399	+4%	+$24K	0.01%	393
2020 Q3	$536K	Sell	8,928 -1,782	-17%	-$107K	0.02%	368
2020 Q2	$642K	Buy	10,710 +844	+9%	+$50.4K	0.02%	330
2020 Q1	$583K	Sell	9,866 -1,400	-12%	-$83.8K	0.02%	312
2019 Q4	$677K	Buy	11,266 +1,822	+19%	+$110K	0.02%	334
2019 Q3	$567K	Buy	9,444 +3,217	+52%	+$193K	0.02%	318
2019 Q2	$373K	Buy	+6,227	New	+$374K	0.01%	377

Other funds holding FTSM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Lincoln National Corp's FTSM Position: Q1 2023 in Review

Lincoln National Corp sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q1 2023, closing a stake of 5,704 shares — an estimated $339K sold.

Lincoln National Corp first reported a position in FTSM in Q2 2019 and held it in 10 quarters. The position peaked at $677K in Q4 2019. 400 funds tracked by Wall St. Rank hold FTSM as of Q1 2023.

Lincoln National Corp reported no remaining First Trust Enhanced Short Maturity ETF position as of Q1 2023 after selling out during the quarter.
Lincoln National Corp sold 5,704 First Trust Enhanced Short Maturity ETF shares in Q1 2023, an estimated $339K.
Lincoln National Corp first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2019 and held it in 10 quarters.
Lincoln National Corp's First Trust Enhanced Short Maturity ETF position peaked at $677K in Q4 2019.
400 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q1 2023.

Based on Lincoln National Corp's 13F filing for Q1 2023, filed 2 May 2023.