Live Oak Investment Partners’s Fidelity High Yield Factor ETF FDHY Stock Holding History

Live Oak Investment Partners’s Portfolio FDHY Stock Details FDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Hold	0	–	–	–	240
2024 Q3	–	Hold	0	–	–	–	233
2024 Q2	–	Hold	0	–	–	–	233
2023 Q4	–	Hold	0	–	–	–	236
2023 Q3	–	Hold	0	–	–	–	238
2023 Q2	–	Hold	0	–	–	–	234
2023 Q1	–	Hold	0	–	–	–	218
2022 Q4	–	Hold	0	–	–	–	217

Other funds holding FDHY

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Flavin Financial Services Melbourne, Florida $175M AUM 17.14% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return