Lincoln National Corp First Trust Dow Jones Select M Transaction History

Lincoln National Corp

$2.96 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$36.03 - $41.89 $194,309 - $225,912	-5,393 Closed	0 $0
Q2 2020 Jul 31, 2020	SELL	$28.31 - $43.56 $133,849 - $205,951	-4,728 Reduced 46.71%	5,393 $211,000
Q1 2020 Apr 24, 2020	SELL	$27.16 - $50.7 $13,091 - $24,437	-482 Reduced 4.55%	10,121 $317,000
Q4 2019 Feb 07, 2020	BUY	$43.88 - $51.29 $5,572 - $6,513	127 Added 1.21%	10,603 $540,000
Q3 2019 Nov 06, 2019	SELL	$42.06 - $48.11 $6,519 - $7,457	-155 Reduced 1.46%	10,476 $479,000
Q2 2019 Aug 06, 2019	BUY	$42.37 - $46.25 $5,550 - $6,058	131 Added 1.25%	10,631 $481,000
Q1 2019 May 15, 2019	SELL	$40.88 - $47.84 $59,643 - $69,798	-1,459 Reduced 12.2%	10,500 $469,000
Q4 2018 Feb 08, 2019	BUY	$38.71 - $50.54 $462,932 - $604,407	11,959 New	11,959 $485,000

Others Institutions Holding FDM

# of Institutions

64

Shares Held

2.11M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

388K
Shares

$24.6 Million
0.0% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$20 Million
9.04% of portfolio
Chicago Partners Investment Group LLC

182K
Shares

$11.5 Million
0.45% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

174K
Shares

$11 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

126K
Shares

$7.99 Million
1.35% of portfolio

About FIRST TRUST DOW JONES SELECT M

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