Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Hazlett, Burt & Watson’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2K Hold
28
– – ﹤0.01% 849
2026
Q2 		$2K Hold
28
– – ﹤0.01% 846
2026
Q1 		$2K Buy
28
+1
+4% +$60 ﹤0.01% 852
2025
Q4 		$2K Hold
27
– – ﹤0.01% 861
2025
Q3 		$2K Hold
27
– – ﹤0.01% 811
2025
Q2 		$2K Buy
27
+1
+4% +$60 ﹤0.01% 725
2025
Q1 		$2K Hold
26
– – ﹤0.01% 721
2024
Q4 		$2K Buy
+26
New +$1.56K ﹤0.01% 699

Other funds holding FTSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Hazlett, Burt & Watson held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q3 2026 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Hazlett, Burt & Watson first reported a position in FTSM in Q4 2024 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold FTSM as of Q3 2026.

  • Hazlett, Burt & Watson held 28 shares of First Trust Enhanced Short Maturity ETF worth $2K as of Q3 2026.
  • Hazlett, Burt & Watson left its First Trust Enhanced Short Maturity ETF share count unchanged in Q3 2026.
  • First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #849 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Enhanced Short Maturity ETF in Q4 2024 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2026.

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