Jim Simons’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Jim Simons’s Portfolio FTC Stock Details FTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,500	Closed	-$301K	–	4193
2021 Q4	$301K	Buy	+2,500	New	+$296K	﹤0.01%	3339
2018 Q4	–	Sell	-4,300	Closed	-$303K	–	3446
2018 Q3	$303K	Buy	4,300 +200	+5%	+$13.7K	﹤0.01%	3015
2018 Q2	$270K	Hold	4,100	–	–	﹤0.01%	2998
2018 Q1	$262K	Buy	+4,100	New	+$264K	﹤0.01%	3119

Other funds holding FTC

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

RJFSA

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Jim Simons's FTC Position: Q1 2022 in Review

Jim Simons sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q1 2022, closing a stake of 2,500 shares — an estimated $301K sold.

Jim Simons first reported a position in FTC in Q1 2018 and held it in 4 quarters. The position peaked at $303K in Q3 2018. 168 funds tracked by Wall St. Rank hold FTC as of Q1 2022.

Jim Simons reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Jim Simons sold 2,500 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $301K.
Jim Simons first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2018 and held it in 4 quarters.
Jim Simons's First Trust Large Cap Growth AlphaDEX Fund position peaked at $303K in Q3 2018.
168 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2022.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.