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Hazlett, Burt & Watson’s FPA Global Equity ETF FPAG Stock Holding History

Hazlett, Burt & Watson’s Portfolio FPAG Stock Details FPAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44K Sell
1,211
-102
-8% -$3.9K 0.01% 466
2025
Q4 		$49K Buy
1,313
+1,015
+341% +$37K 0.02% 446
2025
Q3 		$11K Hold
298
– – ﹤0.01% 647
2025
Q2 		$10K Hold
298
– – ﹤0.01% 587
2025
Q1 		$9K Buy
+298
New +$9.32K ﹤0.01% 584

Other funds holding FPAG

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $247M AUM 14.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

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

Hazlett, Burt & Watson reduced its FPA Global Equity ETF (FPAG) stake by 7.8% in Q1 2026, selling an estimated $3.9K and leaving 1,211 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #466.

Hazlett, Burt & Watson first reported a position in FPAG in Q1 2025 and has held it in 5 quarters since. The position peaked at $49K in Q4 2025. 46 funds tracked by Wall St. Rank hold FPAG as of Q1 2026.

  • Hazlett, Burt & Watson held 1,211 shares of FPA Global Equity ETF worth $44K as of Q1 2026.
  • Hazlett, Burt & Watson sold 102 FPA Global Equity ETF shares in Q1 2026, an estimated $3.9K.
  • FPA Global Equity ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #466 holding.
  • Hazlett, Burt & Watson first reported a position in FPA Global Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Hazlett, Burt & Watson's FPA Global Equity ETF position peaked at $49K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q1 2026.

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