Jim Simons
FTSM icon

Jim Simons’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Jim Simons’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,519,844
Closed -$90.9M – 3663
2025
Q1 		$90.9M Buy
1,519,844
+130,444
+9% +$7.81M 0.14% 174
2024
Q4 		$83M Sell
1,389,400
-1,300
-0.1% -$77.9K 0.12% 203
2024
Q3 		$83.3M Buy
1,390,700
+124,200
+10% +$7.44M 0.13% 183
2024
Q2 		$75.5M Sell
1,266,500
-1,200
-0.1% -$71.6K 0.13% 174
2024
Q1 		$75.6M Sell
1,267,700
-31,400
-2% -$1.88M 0.12% 199
2023
Q4 		$77.5M Buy
1,299,100
+454,800
+54% +$27.1M 0.12% 186
2023
Q3 		$50.2M Buy
844,300
+256,700
+44% +$15.3M 0.09% 267
2023
Q2 		$34.9M Hold
587,600
– – 0.05% 423
2023
Q1 		$35M Buy
587,600
+96,000
+20% +$5.72M 0.05% 462
2022
Q4 		$29.2M Buy
491,600
+156,828
+47% +$9.32M 0.04% 541
2022
Q3 		$19.9M Buy
334,772
+143,972
+75% +$8.56M 0.03% 680
2022
Q2 		$11.3M Buy
190,800
+148,809
+354% +$8.85M 0.01% 1039
2022
Q1 		$2.5M Buy
41,991
+15,491
+58% +$924K ﹤0.01% 2064
2021
Q4 		$1.58M Buy
26,500
+8,293
+46% +$496K ﹤0.01% 2333
2021
Q3 		$1.09M Sell
18,207
-197,693
-92% -$11.9M ﹤0.01% 2503
2021
Q2 		$12.9M Buy
215,900
+116,000
+116% +$6.96M 0.02% 1012
2021
Q1 		$5.99M Sell
99,900
-69,800
-41% -$4.19M 0.01% 1549
2020
Q4 		$10.2M Buy
169,700
+154,000
+981% +$9.25M 0.01% 1161
2020
Q3 		$942K Buy
+15,700
New +$943K ﹤0.01% 2553

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jim Simons's FTSM Position: Q2 2025 in Review

Jim Simons sold out of First Trust Enhanced Short Maturity ETF (FTSM) in Q2 2025, closing a stake of 1,519,844 shares — an estimated $90.9M sold.

Jim Simons first reported a position in FTSM in Q3 2020 and held it in 19 quarters. The position peaked at $90.9M in Q1 2025. 418 funds tracked by Wall St. Rank hold FTSM as of Q2 2025.

  • Jim Simons reported no remaining First Trust Enhanced Short Maturity ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 1,519,844 First Trust Enhanced Short Maturity ETF shares in Q2 2025, an estimated $90.9M.
  • Jim Simons first reported a position in First Trust Enhanced Short Maturity ETF in Q3 2020 and held it in 19 quarters.
  • Jim Simons's First Trust Enhanced Short Maturity ETF position peaked at $90.9M in Q1 2025.
  • 418 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.