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
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 $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jim Simons's FTCS Position: Q1 2026 in Review

Jim Simons opened a new position in First Trust Capital Strength ETF (FTCS) in Q1 2026: 15,900 shares worth $1.47M. The stake represents ﹤0.01% of the portfolio and ranks #2057 among its holdings. This is a return to the name: Jim Simons previously reported a position in FTCS as recently as Q2 2025.

Jim Simons first reported a position in FTCS in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.1M in Q1 2024. 543 funds tracked by Wall St. Rank hold FTCS as of Q1 2026.

  • Jim Simons held 15,900 shares of First Trust Capital Strength ETF worth $1.47M as of Q1 2026.
  • First Trust Capital Strength ETF was a new Jim Simons position in Q1 2026.
  • First Trust Capital Strength ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2057 holding.
  • Jim Simons first reported a position in First Trust Capital Strength ETF in Q1 2019 and has held it in 19 quarters since.
  • Jim Simons's First Trust Capital Strength ETF position peaked at $2.1M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held First Trust Capital Strength ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.