Jim Simons’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Jim Simons’s Portfolio FPX Stock Details FPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,500	Closed	-$616K	–	4140
2022 Q2	$616K	Buy	+7,500	New	+$699K	﹤0.01%	3028
2022 Q1	–	Sell	-2,400	Closed	-$294K	–	4188
2021 Q4	$294K	Buy	+2,400	New	+$304K	﹤0.01%	3351
2021 Q3	–	Sell	-4,300	Closed	-$548K	–	3586
2021 Q2	$548K	Sell	4,300 -2,200	-34%	-$268K	﹤0.01%	2929
2021 Q1	$774K	Buy	+6,500	New	+$817K	﹤0.01%	2723
2019 Q3	–	Sell	-7,000	Closed	-$545K	–	3507
2019 Q2	$545K	Buy	+7,000	New	+$532K	﹤0.01%	2960
2018 Q3	–	Sell	-4,900	Closed	-$350K	–	3400
2018 Q2	$350K	Sell	4,900 -2,100	-30%	-$149K	﹤0.01%	2929
2018 Q1	$480K	Buy	+7,000	New	+$497K	﹤0.01%	2927

Other funds holding FPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jim Simons's FPX Position: Q3 2022 in Review

Jim Simons sold out of First Trust US Equity Opportunities ETF (FPX) in Q3 2022, closing a stake of 7,500 shares — an estimated $616K sold.

Jim Simons first reported a position in FPX in Q1 2018 and held it in 7 quarters. The position peaked at $774K in Q1 2021. 172 funds tracked by Wall St. Rank hold FPX as of Q3 2022.

Jim Simons reported no remaining First Trust US Equity Opportunities ETF position as of Q3 2022 after selling out during the quarter.
Jim Simons sold 7,500 First Trust US Equity Opportunities ETF shares in Q3 2022, an estimated $616K.
Jim Simons first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and held it in 7 quarters.
Jim Simons's First Trust US Equity Opportunities ETF position peaked at $774K in Q1 2021.
172 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2022.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.