Jim Simons
FXO icon

Jim Simons’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Jim Simons’s Portfolio FXO Stock Details FXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,500
Closed -$411K – 3824
2023
Q4 		$411K Buy
+9,500
New +$372K ﹤0.01% 2858
2023
Q1 		– Sell
-8,100
Closed -$332K – 4119
2022
Q4 		$332K Buy
+8,100
New +$333K ﹤0.01% 3178
2022
Q2 		– Sell
-7,100
Closed -$326K – 4349
2022
Q1 		$326K Sell
7,100
-13,500
-66% -$622K ﹤0.01% 3434
2021
Q4 		$953K Sell
20,600
-11,000
-35% -$513K ﹤0.01% 2675
2021
Q3 		$1.4M Sell
31,600
-6,800
-18% -$301K ﹤0.01% 2358
2021
Q2 		$1.68M Buy
38,400
+8,700
+29% +$384K ﹤0.01% 2377
2021
Q1 		$1.24M Buy
+29,700
New +$1.15M ﹤0.01% 2513
2020
Q1 		– Sell
-7,400
Closed -$248K – 3556
2019
Q4 		$248K Sell
7,400
-17,400
-70% -$566K ﹤0.01% 3128
2019
Q3 		$789K Buy
24,800
+11,300
+84% +$357K ﹤0.01% 2687
2019
Q2 		$427K Buy
13,500
+5,900
+78% +$184K ﹤0.01% 3062
2019
Q1 		$230K Sell
7,600
-12,300
-62% -$368K ﹤0.01% 3170
2018
Q4 		$537K Sell
19,900
-7,000
-26% -$207K ﹤0.01% 2840
2018
Q3 		$860K Buy
26,900
+10,700
+66% +$346K ﹤0.01% 2663
2018
Q2 		$508K Buy
16,200
+4,300
+36% +$136K ﹤0.01% 2826
2018
Q1 		$369K Buy
11,900
+3,700
+45% +$117K ﹤0.01% 2999
2017
Q4 		$257K Buy
+8,200
New +$251K ﹤0.01% 3068

Other funds holding FXO

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 FXO Position: Q1 2024 in Review

Jim Simons sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2024, closing a stake of 9,500 shares — an estimated $411K sold.

Jim Simons first reported a position in FXO in Q4 2017 and held it in 16 quarters. The position peaked at $1.68M in Q2 2021. 185 funds tracked by Wall St. Rank hold FXO as of Q1 2024.

  • Jim Simons reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Jim Simons sold 9,500 First Trust Financials AlphaDEX Fund shares in Q1 2024, an estimated $411K.
  • Jim Simons first reported a position in First Trust Financials AlphaDEX Fund in Q4 2017 and held it in 16 quarters.
  • Jim Simons's First Trust Financials AlphaDEX Fund position peaked at $1.68M in Q2 2021.
  • 185 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.