Lincoln National Corp’s FT Vest US Equity Buffer & Premium Income ETF September XISE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-39,127	Closed	-$1.2M	–	1145
2024 Q1	$1.2M	Sell	39,127 -1,574	-4%	-$48.2K	0.02%	463
2023 Q4	$1.25M	Buy	+40,701	New	+$1.23M	0.02%	399

Other funds holding XISE

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

FPWM

FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q2 2024, closing a stake of 39,127 shares — an estimated $1.2M sold.

Lincoln National Corp first reported a position in XISE in Q4 2023 and held it in 2 quarters. The position peaked at $1.25M in Q4 2023. 30 funds tracked by Wall St. Rank hold XISE as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 39,127 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2024, an estimated $1.2M.
Lincoln National Corp first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q4 2023 and held it in 2 quarters.
Lincoln National Corp's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $1.25M in Q4 2023.
30 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2024.

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