Lincoln National Corp’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,434	Closed	-$262K	–	681
2024 Q1	$262K	Sell	5,434 -2,555	-32%	-$123K	﹤0.01%	1024
2023 Q4	$386K	Sell	7,989 -3,393	-30%	-$161K	0.01%	769
2023 Q3	$538K	Sell	11,382 -11,075	-49%	-$527K	0.01%	579
2023 Q2	$1.07M	Sell	22,457 -32,269	-59%	-$1.55M	0.02%	390
2023 Q1	$2.62M	Sell	54,726 -13,355	-20%	-$639K	0.06%	192
2022 Q4	$3.23M	Sell	68,081 -9,083	-12%	-$429K	0.07%	159
2022 Q3	$3.65M	Buy	77,164 +411	+0.5%	+$19.8K	0.09%	130
2022 Q2	$3.71M	Sell	76,753 -1,259	-2%	-$61.2K	0.09%	126
2022 Q1	$3.82M	Sell	78,012 -26,091	-25%	-$1.29M	0.08%	137
2021 Q4	$5.2M	Sell	104,103 -21,090	-17%	-$1.06M	0.1%	106
2021 Q3	$6.33M	Sell	125,193 -4,918	-4%	-$250K	0.14%	79
2021 Q2	$6.62M	Sell	130,111 -9,301	-7%	-$475K	0.14%	78
2021 Q1	$7.12M	Sell	139,412 -1,963	-1%	-$101K	0.18%	69
2020 Q4	$7.28M	Buy	141,375 +24	+0%	+$1.24K	0.19%	69
2020 Q3	$7.3M	Buy	141,351 +5,018	+4%	+$260K	0.22%	59
2020 Q2	$7.05M	Buy	136,333 +3,391	+3%	+$175K	0.23%	61
2020 Q1	$6.78M	Buy	132,942 +36,555	+38%	+$1.9M	0.25%	58
2019 Q4	$4.99M	Buy	96,387 +62,019	+180%	+$3.22M	0.16%	75
2019 Q3	$1.79M	Buy	34,368 +29,933	+675%	+$1.55M	0.07%	145
2019 Q2	$229K	Buy	+4,435	New	+$228K	0.01%	494

Other funds holding LMBS

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Lincoln National Corp sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2024, closing a stake of 5,434 shares — an estimated $262K sold.

Lincoln National Corp first reported a position in LMBS in Q2 2019 and held it in 20 quarters. The position peaked at $7.3M in Q3 2020. 388 funds tracked by Wall St. Rank hold LMBS as of Q2 2024.

Lincoln National Corp reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 5,434 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2024, an estimated $262K.
Lincoln National Corp first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2019 and held it in 20 quarters.
Lincoln National Corp's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $7.3M in Q3 2020.
388 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2024.

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