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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,877	Closed	-$366K	–	1158
2024 Q1	$366K	Buy	10,877 +3,767	+53%	+$125K	0.01%	869
2023 Q4	$234K	Hold	7,110	–	–	﹤0.01%	985
2023 Q3	$225K	Hold	7,110	–	–	﹤0.01%	915
2023 Q2	$224K	Buy	+7,110	New	+$219K	﹤0.01%	919

Other funds holding XMAR

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) in Q2 2024, closing a stake of 10,877 shares — an estimated $366K sold.

Lincoln National Corp first reported a position in XMAR in Q2 2023 and held it in 4 quarters. The position peaked at $366K in Q1 2024. 71 funds tracked by Wall St. Rank hold XMAR as of Q2 2024.

Lincoln National Corp reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF March position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 10,877 FT Vest US Equity Enhance & Moderate Buffer ETF March shares in Q2 2024, an estimated $366K.
Lincoln National Corp first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's FT Vest US Equity Enhance & Moderate Buffer ETF March position peaked at $366K in Q1 2024.
71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2024.

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