Hazlett, Burt & Watson’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57K	Hold	526	–	–	0.02%	429
2025 Q4	$60K	Hold	526	–	–	0.02%	413
2025 Q3	$57K	Hold	526	–	–	0.02%	396
2025 Q2	$55K	Buy	526 +203	+63%	+$20.4K	0.02%	359
2025 Q1	$33K	Hold	323	–	–	0.01%	417
2024 Q4	$34K	Hold	323	–	–	0.02%	402
2024 Q3	$36K	Hold	323	–	–	0.02%	391
2024 Q2	$34K	Hold	323	–	–	0.02%	383
2024 Q1	$35K	Hold	323	–	–	0.02%	377
2023 Q4	$33K	Sell	323 -175	-35%	-$16.9K	0.02%	362
2023 Q3	$48K	Hold	498	–	–	0.04%	307
2023 Q2	$54K	Hold	498	–	–	0.04%	291
2023 Q1	$54K	Sell	498 -100	-17%	-$10.9K	0.04%	268
2022 Q4	$65K	Hold	598	–	–	0.06%	235
2022 Q3	$58K	Buy	598 +1	+0.2%	+$105	0.06%	245
2022 Q2	$62K	Hold	597	–	–	0.06%	245
2022 Q1	$68K	Buy	+597	New	+$66.9K	0.05%	247

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

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

Hazlett, Burt & Watson held its First Trust Health Care AlphaDEX Fund (FXH) position steady in Q1 2026 at 526 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #429.

Hazlett, Burt & Watson first reported a position in FXH in Q1 2022 and has held it in 17 quarters since. The position peaked at $68K in Q1 2022. 238 funds tracked by Wall St. Rank hold FXH as of Q1 2026.

Hazlett, Burt & Watson held 526 shares of First Trust Health Care AlphaDEX Fund worth $57K as of Q1 2026.
Hazlett, Burt & Watson left its First Trust Health Care AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Health Care AlphaDEX Fund made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #429 holding.
Hazlett, Burt & Watson first reported a position in First Trust Health Care AlphaDEX Fund in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's First Trust Health Care AlphaDEX Fund position peaked at $68K in Q1 2022.
238 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2026.

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