Lincoln National Corp’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-56,551	Closed	-$3.18M	–	891
2024 Q1	$3.18M	Sell	56,551 -1,487	-3%	-$78K	0.05%	236
2023 Q4	$3M	Sell	58,038 -33,119	-36%	-$1.57M	0.05%	214
2023 Q3	$4.19M	Sell	91,157 -10,573	-10%	-$505K	0.08%	138
2023 Q2	$4.79M	Sell	101,730 -545	-0.5%	-$24.7K	0.09%	121
2023 Q1	$4.59M	Buy	102,275 +3,288	+3%	+$151K	0.1%	124
2022 Q4	$4.35M	Buy	98,987 +19,288	+24%	+$843K	0.1%	127
2022 Q3	$3.1M	Buy	79,699 +4,648	+6%	+$200K	0.08%	145
2022 Q2	$3.07M	Buy	75,051 +22,448	+43%	+$1.02M	0.07%	144
2022 Q1	$2.58M	Buy	52,603 +6,101	+13%	+$305K	0.05%	191
2021 Q4	$2.41M	Buy	46,502 +13,419	+41%	+$677K	0.05%	198
2021 Q3	$1.57M	Buy	33,083 +1,045	+3%	+$50.6K	0.03%	240
2021 Q2	$1.54M	Buy	32,038 +8,029	+33%	+$384K	0.03%	239
2021 Q1	$1.09M	Buy	24,009 +9,202	+62%	+$392K	0.03%	274
2020 Q4	$591K	Buy	+14,807	New	+$539K	0.02%	385
2020 Q3	–	Sell	-7,360	Closed	-$227K	–	707
2020 Q2	$227K	Buy	+7,360	New	+$214K	0.01%	568

Other funds holding RDVY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Lincoln National Corp sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2024, closing a stake of 56,551 shares — an estimated $3.18M sold.

Lincoln National Corp first reported a position in RDVY in Q2 2020 and held it in 15 quarters. The position peaked at $4.79M in Q2 2023. 539 funds tracked by Wall St. Rank hold RDVY as of Q2 2024.

Lincoln National Corp reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 56,551 First Trust Rising Dividend Achievers ETF shares in Q2 2024, an estimated $3.18M.
Lincoln National Corp first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and held it in 15 quarters.
Lincoln National Corp's First Trust Rising Dividend Achievers ETF position peaked at $4.79M in Q2 2023.
539 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2024.

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