Lincoln National Corp’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,573	Closed	-$201K	–	1218
2023 Q4	$201K	Sell	1,573 -694	-31%	-$80.8K	﹤0.01%	1049
2023 Q3	$252K	Sell	2,267 -2,011	-47%	-$230K	0.01%	869
2023 Q2	$492K	Buy	+4,278	New	+$447K	0.01%	614
2020 Q1	–	Sell	-3,160	Closed	-$229K	–	619
2019 Q4	$229K	Buy	+3,160	New	+$217K	0.01%	569

Other funds holding FXL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lincoln National Corp's FXL Position: Q1 2024 in Review

Lincoln National Corp sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2024, closing a stake of 1,573 shares — an estimated $201K sold.

Lincoln National Corp first reported a position in FXL in Q4 2019 and held it in 4 quarters. The position peaked at $492K in Q2 2023. 229 funds tracked by Wall St. Rank hold FXL as of Q1 2024.

Lincoln National Corp reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Lincoln National Corp sold 1,573 First Trust Technology AlphaDEX Fund shares in Q1 2024, an estimated $201K.
Lincoln National Corp first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and held it in 4 quarters.
Lincoln National Corp's First Trust Technology AlphaDEX Fund position peaked at $492K in Q2 2023.
229 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.