HAZLETT, BURT & WATSON, INC. FTXN β€” FIRST TR EXCHANGE TRADED FD

Ownership history in HAZLETT, BURT & WATSON, INC.  Β·  3 quarters on record

AI Ownership Summary

HAZLETT, BURT & WATSON, INC. reported FIRST TR EXCHANGE TRADED FD (FTXN) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows FTXN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HAZLETT, BURT & WATSON, INC.'s position in FIRST TR EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FTXN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HAZLETT, BURT & WATSON, INC. held FTXN β€” position size vs. price
% of Fund (quarterly)    FTXN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 900 β€” 0% 0.01% $30 2026-07-30 $36.95
2026 Q1 UNCHANGED β€” β€” β€” 900 β€” 0% 0.01% $34 2026-05-14 $36.48
2025 Q4 INITIATED β€” β€” β€” 900 β€” β€” 0.01% $25K 2026-02-10 $32.50

FAQ About HAZLETT, BURT & WATSON, INC. and FTXN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HAZLETT, BURT & WATSON, INC. reported owning FTXN?

HAZLETT, BURT & WATSON, INC. reported FTXN across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FTXN position in HAZLETT, BURT & WATSON, INC.'s portfolio?

The largest reported portfolio weight for FTXN was 0.01% in 2026 Q1.

What is the latest reported FTXN position on this page?

The most recent filing on this page is 2026 Q2, when HAZLETT, BURT & WATSON, INC. reported 900 shares, equal to 0.01% of portfolio, with an estimated market value of $30.

What does the chart on this FTXN ownership page compare?

The chart compares HAZLETT, BURT & WATSON, INC.'s quarterly FTXN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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