Lincoln National Corp First Trust Dorsey Wright Focu Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$49.64 - $57.23 $91,436 - $105,417	1,842 Added 9.4%	21,448 $1.23 Million
Q4 2023 Feb 06, 2024	BUY	$41.2 - $52.34 $40,705 - $51,711	988 Added 5.31%	19,606 $1.01 Million
Q3 2023 Nov 03, 2023	BUY	$43.3 - $48.81 $194,373 - $219,108	4,489 Added 31.77%	18,618 $824,000
Q2 2023 Aug 04, 2023	SELL	$43.02 - $46.91 $207,442 - $226,200	-4,822 Reduced 25.44%	14,129 $662,000
Q1 2023 May 01, 2023	SELL	$42.68 - $48.77 $8,664 - $9,900	-203 Reduced 1.06%	18,951 $854,000
Q4 2022 Feb 07, 2023	BUY	$42.79 - $49.32 $63,072 - $72,697	1,474 Added 8.34%	19,154 $891,000
Q3 2022 Nov 03, 2022	BUY	$39.93 - $48.37 $1,956 - $2,370	49 Added 0.28%	17,680 $726,000
Q2 2022 Aug 02, 2022	BUY	$40.98 - $50.4 $12,416 - $15,271	303 Added 1.75%	17,631 $730,000
Q1 2022 May 09, 2022	BUY	$45.04 - $50.31 $215,291 - $240,481	4,780 Added 38.09%	17,328 $826,000
Q4 2021 Jan 26, 2022	BUY	$45.6 - $51.52 $83,083 - $93,869	1,822 Added 16.99%	12,548 $617,000
Q3 2021 Nov 05, 2021	BUY	$45.18 - $48.46 $9,126 - $9,788	202 Added 1.92%	10,726 $491,000
Q2 2021 Aug 13, 2021	BUY	$44.14 - $47.47 $70,844 - $76,189	1,605 Added 18.0%	10,524 $498,000
Q1 2021 May 10, 2021	BUY	$39.83 - $45.14 $32,341 - $36,653	812 Added 10.02%	8,919 $398,000
Q3 2020 Nov 09, 2020	SELL	$32.21 - $37.03 $6,442 - $7,406	-200 Reduced 2.41%	8,107 $277,000
Q2 2020 Jul 31, 2020	BUY	$24.69 - $33.41 $205,099 - $277,536	8,307 New	8,307 $267,000
Q1 2020 Apr 24, 2020	SELL	$22.4 - $33.96 $147,324 - $223,354	-6,577 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$28.8 - $31.69 $189,417 - $208,425	6,577 New	6,577 $207,000

Others Institutions Holding FV

# of Institutions

327

Shares Held

42.6M

Call Options Held

4.6K

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$412 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$251 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$248 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$169 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$100 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

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