Current Value of Holding

$497k

Shares

11.8k

% of Portfolio

0.00%

Average Buy Price

$44

Avg closing price
Price range

19 Jim Simons First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF Trades

Jim Simons's position in First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF is currently worth $497k. That's 0.00% of their equity portfolio (2437th largest holding). The first First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF trade was made in Q1 2020. Since then Jim Simons bought shares ten more times and sold shares on eight occasions. The investor's estimated purchase price is $519k, resulting in a loss of 4.2%.

Avg closing price
Price range
Increased shares by 90.3% (+5.6k shares) Q2 2026
Avg closing price $43.66
Price range $43.04 - $44.12
New holding (+6.2k shares) Q1 2026
Avg closing price $44.27
Price range $43.23 - $44.80
Sold -23.2k shares Q4 2025
Avg closing price $44.53
Price range $44.14 - $44.96
New holding (+23.2k shares) Q3 2025
Avg closing price $43.99
Price range $43.36 - $44.80
Sold -29.2k shares Q3 2024
Avg closing price $44.57
Price range $42.87 - $45.76
New holding (+29.2k shares) Q2 2024
Avg closing price $42.87
Price range $42.01 - $43.60
Sold -24.3k shares Q1 2023
Avg closing price $44.82
Price range $43.57 - $45.90
New holding (+24.3k shares) Q4 2022
Avg closing price $43.62
Price range $42.11 - $45.11
Sold -46.5k shares Q3 2022
Avg closing price $46.19
Price range $43.21 - $47.71
Increased shares by 7.7% (+3.33k shares) Q2 2022
Avg closing price $47.32
Price range $45.24 - $49.52
Increased shares by 500.1% (+36k shares) Q1 2022
Avg closing price $51.25
Price range $49.18 - $52.90
New holding (+7.2k shares) Q4 2021
Avg closing price $53.34
Price range $52.94 - $53.71
Sold -63.8k shares Q3 2021
Avg closing price $53.99
Price range $53.50 - $54.31
New holding (+63.8k shares) Q2 2021
Avg closing price $53.33
Price range $52.93 - $53.72
Sold -18.3k shares Q1 2021
Avg closing price $53.80
Price range $52.76 - $54.76
Sold 41.5% shares (-13k shares) Q4 2020
Avg closing price $55.10
Price range $54.65 - $55.37
New holding (+31.3k shares) Q3 2020
Avg closing price $55.30
Price range $54.84 - $55.79
Sold -4.4k shares Q2 2020
Avg closing price $54.06
Price range $52.84 - $54.79
New holding (+4.4k shares) Q1 2020
Avg closing price $52.44
Price range $49.68 - $54.30

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