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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
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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

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

Hazlett, Burt & Watson held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 1,650 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #260.

Hazlett, Burt & Watson first reported a position in FYC in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Hazlett, Burt & Watson held 1,650 shares of First Trust Small Cap Growth AlphaDEX Fund worth $209K as of Q2 2026.
  • Hazlett, Burt & Watson left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.06% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #260 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

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