Lincoln National Corp’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-81,609	Closed	-$2.88M	–	1141
2024 Q1	$2.88M	Sell	81,609 -3,056	-4%	-$106K	0.04%	256
2023 Q4	$2.88M	Sell	84,665 -1,862	-2%	-$62.4K	0.05%	222
2023 Q3	$2.85M	Sell	86,527 -100	-0.1%	-$3.29K	0.06%	189
2023 Q2	$2.83M	Buy	86,627 +995	+1%	+$31.6K	0.06%	188
2023 Q1	$2.67M	Buy	85,632 +2,209	+3%	+$67.7K	0.06%	189
2022 Q4	$2.48M	Buy	83,423 +9,918	+13%	+$289K	0.06%	194
2022 Q3	$2.02M	Sell	73,505 -2,000	-3%	-$57.7K	0.05%	207
2022 Q2	$2.11M	Buy	75,505 +22,190	+42%	+$643K	0.05%	204
2022 Q1	$1.62M	Buy	53,315 +9,622	+22%	+$289K	0.03%	267
2021 Q4	$1.35M	Buy	+43,693	New	+$1.34M	0.03%	287

Other funds holding XDEC

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

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

Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2024, closing a stake of 81,609 shares — an estimated $2.88M sold.

Lincoln National Corp first reported a position in XDEC in Q4 2021 and held it in 10 quarters. The position peaked at $2.88M in Q4 2023. 76 funds tracked by Wall St. Rank hold XDEC as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 81,609 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2024, an estimated $2.88M.
Lincoln National Corp first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2021 and held it in 10 quarters.
Lincoln National Corp's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $2.88M in Q4 2023.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2024.

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