Lincoln National Corp’s FT Vest Rising Dividend Achievers Target Income ETF RDVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-33,573	Closed	-$822K	–	890
2024 Q1	$822K	Buy	33,573 +5,221	+18%	+$121K	0.01%	578
2023 Q4	$654K	Sell	28,352 -2,111	-7%	-$45.2K	0.01%	581
2023 Q3	$642K	Buy	30,463 +10,196	+50%	+$225K	0.01%	524
2023 Q2	$445K	Buy	+20,267	New	+$433K	0.01%	652

Other funds holding RDVI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

SWC

Spectrum Wealth Counsel Indianapolis, Indiana $833M AUM 10.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest Rising Dividend Achievers Target Income ETF (RDVI) in Q2 2024, closing a stake of 33,573 shares — an estimated $822K sold.

Lincoln National Corp first reported a position in RDVI in Q2 2023 and held it in 4 quarters. The position peaked at $822K in Q1 2024. 167 funds tracked by Wall St. Rank hold RDVI as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest Rising Dividend Achievers Target Income ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 33,573 FT Vest Rising Dividend Achievers Target Income ETF shares in Q2 2024, an estimated $822K.
Lincoln National Corp first reported a position in FT Vest Rising Dividend Achievers Target Income ETF in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's FT Vest Rising Dividend Achievers Target Income ETF position peaked at $822K in Q1 2024.
167 funds tracked by Wall St. Rank held FT Vest Rising Dividend Achievers Target Income ETF as of Q2 2024.

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