LNC
XSEP icon

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

Lincoln National Corp’s Portfolio XSEP Stock Details XSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-111,057
Closed -$4.11M – 1163
2024
Q1 		$4.11M Sell
111,057
-500
-0.4% -$18.2K 0.06% 184
2023
Q4 		$4M Buy
111,557
+1,343
+1% +$46.6K 0.07% 173
2023
Q3 		$3.74M Sell
110,214
-11,191
-9% -$382K 0.08% 155
2023
Q2 		$4.12M Hold
121,405
– – 0.08% 149
2023
Q1 		$3.94M Buy
121,405
+1,672
+1% +$53.2K 0.08% 143
2022
Q4 		$3.7M Buy
+119,733
New +$3.66M 0.08% 145

Other funds holding XSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return