Lincoln National Corp’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,243	Closed	-$387K	–	451
2024 Q1	$387K	Sell	11,243 -4,200	-27%	-$141K	0.01%	849
2023 Q4	$510K	Hold	15,443	–	–	0.01%	662
2023 Q3	$476K	Hold	15,443	–	–	0.01%	621
2023 Q2	$482K	Sell	15,443 -875	-5%	-$26.3K	0.01%	620
2023 Q1	$483K	Buy	+16,318	New	+$473K	0.01%	601

Other funds holding GFEB

RJFSA

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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q2 2024, closing a stake of 11,243 shares — an estimated $387K sold.

Lincoln National Corp first reported a position in GFEB in Q1 2023 and held it in 5 quarters. The position peaked at $510K in Q4 2023. 99 funds tracked by Wall St. Rank hold GFEB as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 11,243 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2024, an estimated $387K.
Lincoln National Corp first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's FT Vest US Equity Moderate Buffer ETF February position peaked at $510K in Q4 2023.
99 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2024.

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