Lincoln National Corp’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,056	Closed	-$201K	–	880
2024 Q1	$201K	Buy	+8,056	New	+$197K	﹤0.01%	1153
2023 Q2	–	Sell	-24,763	Closed	-$477K	–	1071
2023 Q1	$477K	Hold	24,763	–	–	0.01%	604
2022 Q4	$412K	Buy	24,763 +6,110	+33%	+$104K	0.01%	593
2022 Q3	$309K	Hold	18,653	–	–	0.01%	642
2022 Q2	$316K	Sell	18,653 -500	-3%	-$9.06K	0.01%	632
2022 Q1	$383K	Hold	19,153	–	–	0.01%	634
2021 Q4	$400K	Buy	+19,153	New	+$393K	0.01%	609

Other funds holding QSPT

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

RJFSA

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

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

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

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

Lincoln National Corp sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q2 2024, closing a stake of 8,056 shares — an estimated $201K sold.

Lincoln National Corp first reported a position in QSPT in Q4 2021 and held it in 7 quarters. The position peaked at $477K in Q1 2023. 60 funds tracked by Wall St. Rank hold QSPT as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 8,056 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2024, an estimated $201K.
Lincoln National Corp first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2021 and held it in 7 quarters.
Lincoln National Corp's FT Vest Nasdaq-100 Buffer ETF September position peaked at $477K in Q1 2023.
60 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2024.

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