Lincoln National Corp’s Franklin US Low Volatility High Dividend Index ETF LVHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,337	Closed	-$565K	–	695
2024 Q1	$565K	Sell	15,337 -6,290	-29%	-$224K	0.01%	702
2023 Q4	$786K	Sell	21,627 -932	-4%	-$32.2K	0.01%	517
2023 Q3	$764K	Buy	22,559 +712	+3%	+$25.8K	0.02%	480
2023 Q2	$801K	Buy	21,847 +1,719	+9%	+$63.1K	0.02%	467
2023 Q1	$750K	Buy	20,128 +363	+2%	+$13.6K	0.02%	460
2022 Q4	$752K	Buy	19,765 +1,100	+6%	+$40.7K	0.02%	421
2022 Q3	$638K	Buy	+18,665	New	+$709K	0.02%	432

Other funds holding LVHD

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Lincoln National Corp sold out of Franklin US Low Volatility High Dividend Index ETF (LVHD) in Q2 2024, closing a stake of 15,337 shares — an estimated $565K sold.

Lincoln National Corp first reported a position in LVHD in Q3 2022 and held it in 7 quarters. The position peaked at $801K in Q2 2023. 88 funds tracked by Wall St. Rank hold LVHD as of Q2 2024.

Lincoln National Corp reported no remaining Franklin US Low Volatility High Dividend Index ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 15,337 Franklin US Low Volatility High Dividend Index ETF shares in Q2 2024, an estimated $565K.
Lincoln National Corp first reported a position in Franklin US Low Volatility High Dividend Index ETF in Q3 2022 and held it in 7 quarters.
Lincoln National Corp's Franklin US Low Volatility High Dividend Index ETF position peaked at $801K in Q2 2023.
88 funds tracked by Wall St. Rank held Franklin US Low Volatility High Dividend Index ETF as of Q2 2024.

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