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Hazlett, Burt & Watson’s First Trust Dividend Strength ETF FTDS Stock Holding History

Hazlett, Burt & Watson’s Portfolio FTDS Stock Details FTDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Hold
200
– – ﹤0.01% 666
2026
Q1 		$12K Hold
200
– – ﹤0.01% 663
2025
Q4 		$11K Hold
200
– – ﹤0.01% 690
2025
Q3 		$11K Buy
+200
New +$10.9K ﹤0.01% 648

Other funds holding FTDS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Hazlett, Burt & Watson held its First Trust Dividend Strength ETF (FTDS) position steady in Q2 2026 at 200 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Hazlett, Burt & Watson first reported a position in FTDS in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold FTDS as of Q2 2026.

  • Hazlett, Burt & Watson held 200 shares of First Trust Dividend Strength ETF worth $12K as of Q2 2026.
  • Hazlett, Burt & Watson left its First Trust Dividend Strength ETF share count unchanged in Q2 2026.
  • First Trust Dividend Strength ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #666 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Dividend Strength ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2026.

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