LNC
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Lincoln National Corp’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Lincoln National Corp’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,448
Closed -$1.23M – 436
2024
Q1 		$1.23M Buy
21,448
+1,842
+9% +$99.4K 0.02% 456
2023
Q4 		$1.01M Buy
19,606
+988
+5% +$45.6K 0.02% 459
2023
Q3 		$825K Buy
18,618
+4,489
+32% +$209K 0.02% 458
2023
Q2 		$663K Sell
14,129
-4,822
-25% -$215K 0.01% 506
2023
Q1 		$854K Sell
18,951
-203
-1% -$9.47K 0.02% 429
2022
Q4 		$892K Buy
19,154
+1,474
+8% +$68.7K 0.02% 380
2022
Q3 		$726K Buy
17,680
+49
+0.3% +$2.16K 0.02% 400
2022
Q2 		$730K Buy
17,631
+303
+2% +$14K 0.02% 400
2022
Q1 		$826K Buy
17,328
+4,780
+38% +$227K 0.02% 397
2021
Q4 		$617K Buy
12,548
+1,822
+17% +$89K 0.01% 460
2021
Q3 		$491K Buy
10,726
+202
+2% +$9.55K 0.01% 505
2021
Q2 		$498K Buy
10,524
+1,605
+18% +$74.2K 0.01% 495
2021
Q1 		$398K Buy
8,919
+812
+10% +$35.1K 0.01% 518
2020
Q4 		$328K Hold
8,107
– – 0.01% 546
2020
Q3 		$277K Sell
8,107
-200
-2% -$6.81K 0.01% 535
2020
Q2 		$267K Buy
+8,307
New +$251K 0.01% 523
2020
Q1 		– Sell
-6,577
Closed -$207K – 617
2019
Q4 		$207K Buy
+6,577
New +$199K 0.01% 597

Other funds holding FV

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lincoln National Corp sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2024, closing a stake of 21,448 shares — an estimated $1.23M sold.

Lincoln National Corp first reported a position in FV in Q4 2019 and held it in 17 quarters. The position peaked at $1.23M in Q1 2024. 293 funds tracked by Wall St. Rank hold FV as of Q2 2024.

  • Lincoln National Corp reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 21,448 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2024, an estimated $1.23M.
  • Lincoln National Corp first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2019 and held it in 17 quarters.
  • Lincoln National Corp's First Trust Dorsey Wright Focus 5 ETF position peaked at $1.23M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2024.

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