Jim Simons’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Jim Simons’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Buy	+82,694	New	+$1.49M	﹤0.01%	2130
2025 Q4	–	Sell	-898,623	Closed	-$16.4M	–	3410
2025 Q3	$16.4M	Buy	898,623 +193,885	+28%	+$3.5M	0.02%	827
2025 Q2	$12.5M	Buy	704,738 +235,050	+50%	+$4.1M	0.02%	934
2025 Q1	$8.26M	Buy	+469,688	New	+$8.34M	0.01%	1110
2024 Q4	–	Sell	-1,121,612	Closed	-$20.3M	–	3685
2024 Q3	$20.3M	Buy	1,121,612 +380,112	+51%	+$6.74M	0.03%	656
2024 Q2	$12.9M	Sell	741,500 -818,308	-52%	-$14.1M	0.02%	791
2024 Q1	$27M	Sell	1,559,808 -580,292	-27%	-$9.9M	0.04%	506
2023 Q4	$36.1M	Buy	2,140,100 +1,757,405	+459%	+$28.4M	0.06%	393
2023 Q3	$6.11M	Sell	382,695 -504,634	-57%	-$8.13M	0.01%	1194
2023 Q2	$14.2M	Buy	+887,329	New	+$14.1M	0.02%	845
2023 Q1	–	Sell	-35,900	Closed	-$603K	–	4110
2022 Q4	$603K	Buy	+35,900	New	+$602K	﹤0.01%	2845
2022 Q2	–	Sell	-360,656	Closed	-$6.86M	–	4339
2022 Q1	$6.86M	Sell	360,656 -563,444	-61%	-$11M	0.01%	1377
2021 Q4	$18.8M	Buy	924,100 +413,158	+81%	+$8.42M	0.02%	749
2021 Q3	$10.5M	Sell	510,942 -686,458	-57%	-$14.2M	0.01%	1011
2021 Q2	$24.7M	Buy	1,197,400 +917,300	+327%	+$18.7M	0.03%	629
2021 Q1	$5.64M	Sell	280,100 -83,300	-23%	-$1.68M	0.01%	1574
2020 Q4	$7.34M	Buy	363,400 +185,400	+104%	+$3.66M	0.01%	1358
2020 Q3	$3.41M	Buy	178,000 +136,000	+324%	+$2.6M	﹤0.01%	1798
2020 Q2	$774K	Buy	+42,000	New	+$758K	﹤0.01%	2679
2020 Q1	–	Sell	-700,799	Closed	-$14.1M	–	3547
2019 Q4	$14.1M	Buy	700,799 +247,028	+54%	+$4.92M	0.01%	1215
2019 Q3	$8.95M	Sell	453,771 -70,029	-13%	-$1.37M	0.01%	1455
2019 Q2	$10.2M	Buy	523,800 +264,300	+102%	+$5.08M	0.01%	1398
2019 Q1	$4.95M	Buy	+259,500	New	+$4.86M	﹤0.01%	1819
2018 Q4	–	Sell	-58,400	Closed	-$1.12M	–	3444
2018 Q3	$1.12M	Sell	58,400 -35,600	-38%	-$683K	﹤0.01%	2560
2018 Q2	$1.79M	Sell	94,000 -75,400	-45%	-$1.46M	﹤0.01%	2325
2018 Q1	$3.3M	Buy	169,400 +101,000	+148%	+$2M	﹤0.01%	2062
2017 Q4	$1.37M	Buy	+68,400	New	+$1.37M	﹤0.01%	2532

Other funds holding FPE

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

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

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

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

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Jim Simons's FPE Position: Q2 2026 in Review

Jim Simons opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q2 2026: 82,694 shares worth $1.48M. The stake represents ﹤0.01% of the portfolio and ranks #2130 among its holdings. This is a return to the name: Jim Simons previously reported a position in FPE as recently as Q3 2025.

Jim Simons first reported a position in FPE in Q4 2017 and has held it in 27 quarters since. The position peaked at $36.1M in Q4 2023. 464 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Jim Simons held 82,694 shares of First Trust Preferred Securities and Income ETF worth $1.48M as of Q2 2026.
First Trust Preferred Securities and Income ETF was a new Jim Simons position in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2130 holding.
Jim Simons first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 27 quarters since.
Jim Simons's First Trust Preferred Securities and Income ETF position peaked at $36.1M in Q4 2023.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

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