LNC
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Lincoln National Corp’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Lincoln National Corp’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-21,257
Closed -$429K – 926
2021
Q4 		$429K Buy
21,257
+9,330
+78% +$188K 0.01% 581
2021
Q3 		$241K Buy
+11,927
New +$241K 0.01% 765

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lincoln National Corp's FUMB Position: Q1 2022 in Review

Lincoln National Corp sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2022, closing a stake of 21,257 shares — an estimated $429K sold.

Lincoln National Corp first reported a position in FUMB in Q3 2021 and held it in 2 quarters. The position peaked at $429K in Q4 2021. 52 funds tracked by Wall St. Rank hold FUMB as of Q1 2022.

  • Lincoln National Corp reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • Lincoln National Corp sold 21,257 First Trust Ultra Short Duration Municipal ETF shares in Q1 2022, an estimated $429K.
  • Lincoln National Corp first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2021 and held it in 2 quarters.
  • Lincoln National Corp's First Trust Ultra Short Duration Municipal ETF position peaked at $429K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2022.

Based on Lincoln National Corp's 13F filing for Q1 2022, filed 9 May 2022.