Current Value of Holding

$836 Thousand

Shares

14.2 Thousand

% of Portfolio

0.00%

Average Buy Price

$49.4

Avg closing price
Price range

15 Jim Simons First Trust Exchange-Traded Fund III - First Trust Rising Dividend Achievers ETF Trades

Jim Simons's position in First Trust Exchange-Traded Fund III - First Trust Rising Dividend Achievers ETF is currently worth $836 Thousand. That's 0.00% of their equity portfolio (2306th largest holding). The investor owns 2.88% of the outstanding First Trust Exchange-Traded Fund III - First Trust Rising Dividend Achievers ETF stock. The first First Trust Exchange-Traded Fund III - First Trust Rising Dividend Achievers ETF trade was made in Q4 2020. Since then Jim Simons bought shares seven more times and sold shares on seven occasions. The stake costed the investor $701 Thousand, netting the investor a gain of 19% so far.

Avg closing price
Price range
Sold 6.6% shares (-1 Thousand shares) Q4 2024
Avg closing price $61.04
Price range $58.75 - $64.37
Increased shares by 16.9% (+2.2 Thousand shares) Q3 2024
Avg closing price $56.87
Price range $53.68 - $59.24
Sold 66.8% shares (-26.2 Thousand shares) Q2 2024
Avg closing price $54.67
Price range $53.05 - $55.95
Increased shares by 47.4% (+12.6 Thousand shares) Q1 2024
Avg closing price $52.46
Price range $50.05 - $56.17
New holding (+26.6 Thousand shares) Q4 2023
Avg closing price $47.27
Price range $43.44 - $52.04
Sold -15.9 Thousand shares Q1 2023
Avg closing price $45.93
Price range $42.66 - $48.92
Increased shares by 69.1% (+6.5 Thousand shares) Q4 2022
Avg closing price $43.72
Price range $39.34 - $47.06
Sold 54.4% shares (-11.2 Thousand shares) Q3 2022
Avg closing price $43.00
Price range $38.88 - $46.42
Increased shares by 44.1% (+6.3 Thousand shares) Q2 2022
Avg closing price $45.34
Price range $40.42 - $49.12
Sold 51.5% shares (-15.2 Thousand shares) Q1 2022
Avg closing price $49.93
Price range $46.62 - $52.79
Sold 21.3% shares (-8 Thousand shares) Q4 2021
Avg closing price $50.44
Price range $47.66 - $52.06
Increased shares by 28.9% (+8.4 Thousand shares) Q3 2021
Avg closing price $48.45
Price range $46.43 - $49.91
Sold 24.6% shares (-9.5 Thousand shares) Q2 2021
Avg closing price $47.89
Price range $46.13 - $49.37
Increased shares by 188.1% (+25.2 Thousand shares) Q1 2021
Avg closing price $42.64
Price range $39.09 - $45.86
New holding (+13.4 Thousand shares) Q4 2020
Avg closing price $36.39
Price range $31.97 - $39.94

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