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Live Oak Investment Partners’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Live Oak Investment Partners’s Portfolio FPFD Stock Details FPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Buy
10,766
+99
+0.9% +$2.17K 0.14% 90
2025
Q4 		$232K Buy
+10,667
New +$234K 0.14% 81
2024
Q4 		– Hold
0
– – – 120
2024
Q3 		– Hold
0
– – – 122
2024
Q2 		– Hold
0
– – – 196
2023
Q4 		– Hold
0
– – – 224
2023
Q3 		– Hold
0
– – – 239

Other funds holding FPFD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

Live Oak Investment Partners's FPFD Position: Q1 2026 in Review

Live Oak Investment Partners increased its Fidelity Preferred Securities & Income ETF (FPFD) stake by 0.93% in Q1 2026, buying an estimated $2.17K and bringing the position to 10,766 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #90.

Live Oak Investment Partners first reported a position in FPFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $232K in Q4 2025. 18 funds tracked by Wall St. Rank hold FPFD as of Q1 2026.

  • Live Oak Investment Partners held 10,766 shares of Fidelity Preferred Securities & Income ETF worth $231K as of Q1 2026.
  • Live Oak Investment Partners bought 99 Fidelity Preferred Securities & Income ETF shares in Q1 2026, an estimated $2.17K.
  • Fidelity Preferred Securities & Income ETF made up 0.14% of Live Oak Investment Partners's portfolio in Q1 2026, its #90 holding.
  • Live Oak Investment Partners first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Live Oak Investment Partners's Fidelity Preferred Securities & Income ETF position peaked at $232K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.