Jim Simons’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Jim Simons’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2M	Sell	45,112 -18,188	-29%	-$908K	﹤0.01%	1909
2026 Q1	$3.22M	Buy	63,300 +24,400	+63%	+$1.19M	0.01%	1629
2025 Q4	$1.72M	Buy	38,900 +700	+2%	+$30.5K	﹤0.01%	1961
2025 Q3	$1.66M	Buy	38,200 +20,500	+116%	+$888K	﹤0.01%	2192
2025 Q2	$741K	Sell	17,700 -97,200	-85%	-$4.01M	﹤0.01%	2646
2025 Q1	$4.99M	Buy	+114,900	New	+$4.86M	0.01%	1431
2024 Q3	–	Sell	-26,900	Closed	-$1.02M	–	3637
2024 Q2	$1.02M	Sell	26,900 -64,400	-71%	-$2.44M	﹤0.01%	2303
2024 Q1	$3.51M	Buy	+91,300	New	+$3.34M	0.01%	1649
2023 Q1	–	Sell	-45,400	Closed	-$1.66M	–	4093
2022 Q4	$1.66M	Buy	+45,400	New	+$1.64M	﹤0.01%	2195
2022 Q3	–	Sell	-52,300	Closed	-$1.84M	–	4127
2022 Q2	$1.84M	Buy	52,300 +2,900	+6%	+$109K	﹤0.01%	2245
2022 Q1	$1.85M	Buy	49,400 +26,100	+112%	+$952K	﹤0.01%	2286
2021 Q4	$829K	Buy	+23,300	New	+$795K	﹤0.01%	2779
2021 Q3	–	Sell	-10,700	Closed	-$355K	–	3574
2021 Q2	$355K	Buy	+10,700	New	+$363K	﹤0.01%	3087
2021 Q1	–	Sell	-10,100	Closed	-$299K	–	3434
2020 Q4	$299K	Buy	+10,100	New	+$285K	﹤0.01%	3033

Other funds holding FDL

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jim Simons's FDL Position: Q2 2026 in Review

Jim Simons reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 29% in Q2 2026, selling an estimated $908K and leaving 45,112 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Jim Simons first reported a position in FDL in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.99M in Q1 2025. 498 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Jim Simons held 45,112 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.2M as of Q2 2026.
Jim Simons sold 18,188 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $908K.
First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1909 holding.
Jim Simons first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2020 and has held it in 14 quarters since.
Jim Simons's First Trust Morningstar Dividend Leaders Index Fund position peaked at $4.99M in Q1 2025.
498 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.