Ownership history in Leelyn Smith, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Leelyn Smith, LLC reported a position in FIRST TRUST (FDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Leelyn Smith, LLC underperformed the S&P 500 by β3.9% annually on this FDL position. Timing score: 46% (11/24 decisions correct). Average cost basis: $25.99. Maximum drawdown during holding period: β30.5%.
β οΈ Trailed SPY by 3.9% ann. on this position.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 24 add/trim decisions correct
Best entry: $17.17 (2020 Q1) Β· Worst: $44.34 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 7 trims. Bought during 7 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size