Hazlett, Burt & Watson
FIXD icon

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
Q3 		$9K Hold
225
– – ﹤0.01% 716
2026
Q2 		$10K Hold
225
– – ﹤0.01% 688
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Hazlett, Burt & Watson's FIXD Position: Q3 2026 in Review

Hazlett, Burt & Watson held its First Trust Smith Opportunistic Fixed Income ETF (FIXD) position steady in Q3 2026 at 225 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Hazlett, Burt & Watson first reported a position in FIXD in Q3 2025 and has held it in 5 quarters since. The position peaked at $10K in Q2 2026. 231 funds tracked by Wall St. Rank hold FIXD as of Q3 2026.

  • Hazlett, Burt & Watson held 225 shares of First Trust Smith Opportunistic Fixed Income ETF worth $9K as of Q3 2026.
  • Hazlett, Burt & Watson left its First Trust Smith Opportunistic Fixed Income ETF share count unchanged in Q3 2026.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #716 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Hazlett, Burt & Watson's First Trust Smith Opportunistic Fixed Income ETF position peaked at $10K in Q2 2026.
  • 231 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.