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First Trust IPOX-100 Index Fund shares owned by Hazlett, Burt & Watson

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Hazlett, Burt & Watson from 13F filings

Historical chart of Hazlett, Burt & Watson investment in First Trust IPOX-100 Index Fund

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All positions including First Trust IPOX-100 Index Fund held by Hazlett, Burt & Watson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Hazlett, Burt & Watson

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 117 102.56
2023-12-31 $11k 117 94.02
2023-09-30 $10k 117 85.47
2023-06-30 $10k 117 85.47
2023-03-31 $10k 117 85.47

More positions owned by Hazlett, Burt & Watson

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Mastercard Incorporated Cl A (MA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Vanguard World Inf Tech Etf (VGT)

View all positions for Hazlett, Burt & Watson

Top funds holding First Trust IPOX-100 Index Fund

Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
SRS Capital Advisors
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Cassia Capital Partners
HighTower Advisors
Wealth Enhancement Advisory Services
Good Life Advisors
UBS Group
Cambridge Investment Research Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding First Trust IPOX-100 Index Fund