Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Hazlett, Burt & Watson’s Portfolio FYC Stock Details FYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$191K Hold
1,650
– – 0.05% 267
2026
Q2 		$209K Hold
1,650
– – 0.06% 260
2026
Q1 		$159K Hold
1,650
– – 0.05% 282
2025
Q4 		$158K Buy
1,650
+650
+65% +$61.3K 0.05% 285
2025
Q3 		$91K Buy
+1,000
New +$84.3K 0.03% 327

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

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

Hazlett, Burt & Watson held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q3 2026 at 1,650 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #267.

Hazlett, Burt & Watson first reported a position in FYC in Q3 2025 and has held it in 5 quarters since. The position peaked at $209K in Q2 2026. 126 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

  • Hazlett, Burt & Watson held 1,650 shares of First Trust Small Cap Growth AlphaDEX Fund worth $191K as of Q3 2026.
  • Hazlett, Burt & Watson left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.05% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #267 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
  • Hazlett, Burt & Watson's First Trust Small Cap Growth AlphaDEX Fund position peaked at $209K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

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