Jim Simons
FTCS icon

Jim Simons’s First Trust Capital Strength ETF FTCS Stock Holding History

Jim Simons’s Portfolio FTCS Stock Details FTCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,900
Closed -$1.47M – 3338
2026
Q1 		$1.47M Buy
+15,900
New +$1.53M ﹤0.01% 2057
2025
Q3 		– Sell
-3,100
Closed -$282K – 3636
2025
Q2 		$282K Buy
+3,100
New +$276K ﹤0.01% 3062
2024
Q4 		– Sell
-14,400
Closed -$1.31M – 3687
2024
Q3 		$1.31M Buy
14,400
+11,900
+476% +$1.04M ﹤0.01% 2292
2024
Q2 		$210K Sell
2,500
-22,000
-90% -$1.84M ﹤0.01% 3032
2024
Q1 		$2.1M Buy
24,500
+11,600
+90% +$957K ﹤0.01% 1997
2023
Q4 		$1.03M Buy
+12,900
New +$982K ﹤0.01% 2384
2023
Q3 		– Sell
-3,700
Closed -$278K – 3817
2023
Q2 		$278K Sell
3,700
-12,200
-77% -$894K ﹤0.01% 3159
2023
Q1 		$1.16M Buy
15,900
+4,300
+37% +$317K ﹤0.01% 2380
2022
Q4 		$869K Buy
+11,600
New +$856K ﹤0.01% 2612
2022
Q3 		– Sell
-11,400
Closed -$797K – 4145
2022
Q2 		$797K Sell
11,400
-15,200
-57% -$1.12M ﹤0.01% 2856
2022
Q1 		$2.08M Buy
26,600
+14,100
+113% +$1.1M ﹤0.01% 2208
2021
Q4 		$1.06M Sell
12,500
-9,300
-43% -$746K ﹤0.01% 2599
2021
Q3 		$1.63M Buy
21,800
+17,600
+419% +$1.37M ﹤0.01% 2249
2021
Q2 		$317K Buy
4,200
+100
+2% +$7.44K ﹤0.01% 3129
2021
Q1 		$290K Buy
+4,100
New +$279K ﹤0.01% 3062
2020
Q3 		– Sell
-13,600
Closed -$795K – 3466
2020
Q2 		$795K Buy
13,600
+1,100
+9% +$61.5K ﹤0.01% 2663
2020
Q1 		$621K Buy
+12,500
New +$721K ﹤0.01% 2652
2019
Q3 		– Sell
-16,400
Closed -$926K – 3508
2019
Q2 		$926K Buy
16,400
+4,600
+39% +$254K ﹤0.01% 2712
2019
Q1 		$637K Buy
+11,800
New +$612K ﹤0.01% 2852

Other funds holding FTCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jim Simons's FTCS Position: Q2 2026 in Review

Jim Simons sold out of First Trust Capital Strength ETF (FTCS) in Q2 2026, closing a stake of 15,900 shares — an estimated $1.47M sold.

Jim Simons first reported a position in FTCS in Q1 2019 and held it in 19 quarters. The position peaked at $2.1M in Q1 2024. 550 funds tracked by Wall St. Rank hold FTCS as of Q2 2026.

  • Jim Simons reported no remaining First Trust Capital Strength ETF position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 15,900 First Trust Capital Strength ETF shares in Q2 2026, an estimated $1.47M.
  • Jim Simons first reported a position in First Trust Capital Strength ETF in Q1 2019 and held it in 19 quarters.
  • Jim Simons's First Trust Capital Strength ETF position peaked at $2.1M in Q1 2024.
  • 550 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q2 2026.

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