Leelyn Smith’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Leelyn Smith’s Portfolio FTGC Stock Details FTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-695	Closed	-$17K	–	225
2022 Q4	$17K	Buy	695 +235	+51%	+$6.14K	﹤0.01%	275
2022 Q3	$12K	Sell	460 -10,082	-96%	-$267K	﹤0.01%	271
2022 Q2	$282K	Buy	10,542 +9,847	+1,417%	+$286K	0.07%	108
2022 Q1	$20K	Buy	695 +235	+51%	+$6.17K	0.01%	241
2021 Q4	$11K	Buy	+460	New	+$11.3K	﹤0.01%	284

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Leelyn Smith's FTGC Position: Q1 2023 in Review

Leelyn Smith sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2023, closing a stake of 695 shares — an estimated $17K sold.

Leelyn Smith first reported a position in FTGC in Q4 2021 and held it in 5 quarters. The position peaked at $282K in Q2 2022. 292 funds tracked by Wall St. Rank hold FTGC as of Q1 2023.

Leelyn Smith reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 695 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2023, an estimated $17K.
Leelyn Smith first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and held it in 5 quarters.
Leelyn Smith's First Trust Global Tactical Commodity Strategy Fund position peaked at $282K in Q2 2022.
292 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.