Lincoln National Corp’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,849	Closed	-$318K	–	454
2024 Q1	$318K	Buy	+8,849	New	+$311K	0.01%	935
2023 Q2	–	Sell	-9,431	Closed	-$292K	–	1050
2023 Q1	$292K	Buy	+9,431	New	+$287K	0.01%	781

Other funds holding GJAN

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2024, closing a stake of 8,849 shares — an estimated $318K sold.

Lincoln National Corp first reported a position in GJAN in Q1 2023 and held it in 2 quarters. The position peaked at $318K in Q1 2024. 82 funds tracked by Wall St. Rank hold GJAN as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 8,849 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2024, an estimated $318K.
Lincoln National Corp first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and held it in 2 quarters.
Lincoln National Corp's FT Vest US Equity Moderate Buffer ETF January position peaked at $318K in Q1 2024.
82 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2024.

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