LNC
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Lincoln National Corp’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Lincoln National Corp’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,615
Closed -$648K – 939
2024
Q1 		$648K Buy
18,615
+2,767
+17% +$90.3K 0.01% 654
2023
Q4 		$519K Buy
15,848
+3,102
+24% +$90.5K 0.01% 657
2023
Q3 		$360K Buy
12,746
+868
+7% +$25.3K 0.01% 718
2023
Q2 		$336K Buy
11,878
+81
+0.7% +$2.15K 0.01% 750
2023
Q1 		$314K Buy
11,797
+1,674
+17% +$46.4K 0.01% 751
2022
Q4 		$264K Buy
10,123
+246
+2% +$6.39K 0.01% 771
2022
Q3 		$229K Buy
9,877
+377
+4% +$9.59K 0.01% 763
2022
Q2 		$227K Buy
9,500
+1,230
+15% +$32.2K 0.01% 756
2022
Q1 		$231K Buy
8,270
+876
+12% +$25.3K ﹤0.01% 809
2021
Q4 		$224K Sell
7,394
-982
-12% -$29.2K ﹤0.01% 808
2021
Q3 		$237K Sell
8,376
-496
-6% -$14.4K 0.01% 775
2021
Q2 		$258K Buy
+8,872
New +$262K 0.01% 727

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Lincoln National Corp sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2024, closing a stake of 18,615 shares — an estimated $648K sold.

Lincoln National Corp first reported a position in SDVY in Q2 2021 and held it in 12 quarters. The position peaked at $648K in Q1 2024. 340 funds tracked by Wall St. Rank hold SDVY as of Q2 2024.

  • Lincoln National Corp reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 18,615 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2024, an estimated $648K.
  • Lincoln National Corp first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2021 and held it in 12 quarters.
  • Lincoln National Corp's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $648K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2024.

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