Jim Simons’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Jim Simons’s Portfolio FXU Stock Details FXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,400	Closed	-$245K	–	3413
2025 Q3	$245K	Sell	5,400 -14,000	-72%	-$617K	﹤0.01%	3077
2025 Q2	$822K	Buy	+19,400	New	+$806K	﹤0.01%	2602

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Jim Simons's FXU Position: Q4 2025 in Review

Jim Simons sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2025, closing a stake of 5,400 shares — an estimated $245K sold.

Jim Simons first reported a position in FXU in Q2 2025 and held it in 2 quarters. The position peaked at $822K in Q2 2025. 198 funds tracked by Wall St. Rank hold FXU as of Q4 2025.

Jim Simons reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 5,400 First Trust Utilities AlphaDEX Fund shares in Q4 2025, an estimated $245K.
Jim Simons first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
Jim Simons's First Trust Utilities AlphaDEX Fund position peaked at $822K in Q2 2025.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.