LNC
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Lincoln National Corp’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

Lincoln National Corp’s Portfolio XOCT Stock Details XOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,824
Closed -$257K – 1162
2024
Q1 		$257K Hold
7,824
– – ﹤0.01% 1032
2023
Q4 		$250K Buy
+7,824
New +$245K ﹤0.01% 952

Other funds holding XOCT

OS
Objectivity Squared Charleston, South Carolina $159M AUM 22.15% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Lincoln National Corp sold out of FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q2 2024, closing a stake of 7,824 shares — an estimated $257K sold.

Lincoln National Corp first reported a position in XOCT in Q4 2023 and held it in 2 quarters. The position peaked at $257K in Q1 2024. 23 funds tracked by Wall St. Rank hold XOCT as of Q2 2024.

  • Lincoln National Corp reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 7,824 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q2 2024, an estimated $257K.
  • Lincoln National Corp first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $257K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q2 2024.

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