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Hazlett, Burt & Watson’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Hazlett, Burt & Watson’s Portfolio FIXD Stock Details FIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10K Hold
225
– – ﹤0.01% 691
2025
Q4 		$10K Hold
225
– – ﹤0.01% 703
2025
Q3 		$10K Buy
+225
New +$9.9K ﹤0.01% 661

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Hazlett, Burt & Watson's FIXD Position: Q1 2026 in Review

Hazlett, Burt & Watson held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q1 2026 at 225 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Hazlett, Burt & Watson first reported a position in FIXD in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold FIXD as of Q1 2026.

  • Hazlett, Burt & Watson held 225 shares of First Trust Smith Opportunistic Fixed Income ETF worth $10K as of Q1 2026.
  • Hazlett, Burt & Watson left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q1 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #691 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.