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Hazlett, Burt & Watson’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Hazlett, Burt & Watson’s Portfolio FXO Stock Details FXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6K Hold
100
– – ﹤0.01% 760
2025
Q4 		$6K Hold
100
– – ﹤0.01% 765
2025
Q3 		$6K Hold
100
– – ﹤0.01% 718
2025
Q2 		$6K Hold
100
– – ﹤0.01% 655
2025
Q1 		$5K Buy
+100
New +$5.47K ﹤0.01% 650

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Hazlett, Burt & Watson held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q1 2026 at 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Hazlett, Burt & Watson first reported a position in FXO in Q1 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold FXO as of Q1 2026.

  • Hazlett, Burt & Watson held 100 shares of First Trust Financials AlphaDEX Fund worth $6K as of Q1 2026.
  • Hazlett, Burt & Watson left its First Trust Financials AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #760 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Financials AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2026.

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