Hazlett, Burt & Watson’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Hazlett, Burt & Watson’s Portfolio FPX Stock Details FPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47K	Hold	228	–	–	0.01%	473
2026 Q1	$36K	Hold	228	–	–	0.01%	499
2025 Q4	$37K	Hold	228	–	–	0.01%	495
2025 Q3	$38K	Buy	228 +1	+0.4%	+$152	0.01%	464
2025 Q2	$33K	Buy	227 +160	+239%	+$20.3K	0.01%	430
2025 Q1	$8K	Hold	67	–	–	﹤0.01%	606
2024 Q4	$8K	Hold	67	–	–	﹤0.01%	571
2024 Q3	$7K	Sell	67 -50	-43%	-$5.08K	﹤0.01%	556
2024 Q2	$12K	Hold	117	–	–	0.01%	510
2024 Q1	$12K	Hold	117	–	–	0.01%	498
2023 Q4	$11K	Hold	117	–	–	0.01%	483
2023 Q3	$10K	Hold	117	–	–	0.01%	498
2023 Q2	$10K	Hold	117	–	–	0.01%	474
2023 Q1	$10K	Buy	+117	New	+$9.69K	0.01%	448

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hazlett, Burt & Watson's FPX Position: Q2 2026 in Review

Hazlett, Burt & Watson held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 228 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #473.

Hazlett, Burt & Watson first reported a position in FPX in Q1 2023 and has held it in 14 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Hazlett, Burt & Watson held 228 shares of First Trust US Equity Opportunities ETF worth $47K as of Q2 2026.
Hazlett, Burt & Watson left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #473 holding.
Hazlett, Burt & Watson first reported a position in First Trust US Equity Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.