Jim Simons
FXN icon

Jim Simons’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Jim Simons’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,100
Closed -$407K – 3689
2024
Q3 		$407K Buy
+25,100
New +$433K ﹤0.01% 2873
2024
Q2 		– Sell
-43,900
Closed -$822K – 3662
2024
Q1 		$822K Buy
43,900
+7,700
+21% +$130K ﹤0.01% 2606
2023
Q4 		$604K Buy
36,200
+25,600
+242% +$436K ﹤0.01% 2700
2023
Q3 		$185K Sell
10,600
-22,600
-68% -$387K ﹤0.01% 3115
2023
Q2 		$519K Buy
+33,200
New +$506K ﹤0.01% 2851
2023
Q1 		– Sell
-33,200
Closed -$567K – 4118
2022
Q4 		$567K Buy
33,200
+9,500
+40% +$170K ﹤0.01% 2888
2022
Q3 		$370K Sell
23,700
-6,400
-21% -$105K ﹤0.01% 3096
2022
Q2 		$444K Buy
+30,100
New +$488K ﹤0.01% 3223
2021
Q4 		– Sell
-16,900
Closed -$194K – 4009
2021
Q3 		$194K Buy
+16,900
New +$179K ﹤0.01% 3213
2019
Q1 		– Sell
-69,000
Closed -$794K – 3526
2018
Q4 		$794K Buy
+69,000
New +$1.01M ﹤0.01% 2684

Other funds holding FXN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's FXN Position: Q4 2024 in Review

Jim Simons sold out of First Trust Energy AlphaDEX Fund (FXN) in Q4 2024, closing a stake of 25,100 shares — an estimated $407K sold.

Jim Simons first reported a position in FXN in Q4 2018 and held it in 10 quarters. The position peaked at $822K in Q1 2024. 126 funds tracked by Wall St. Rank hold FXN as of Q4 2024.

  • Jim Simons reported no remaining First Trust Energy AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Jim Simons sold 25,100 First Trust Energy AlphaDEX Fund shares in Q4 2024, an estimated $407K.
  • Jim Simons first reported a position in First Trust Energy AlphaDEX Fund in Q4 2018 and held it in 10 quarters.
  • Jim Simons's First Trust Energy AlphaDEX Fund position peaked at $822K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q4 2024.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.