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Live Oak Investment Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Live Oak Investment Partners’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286K Buy
4,902
+96
+2% +$5.62K 0.15% 80
2026
Q1 		$284K Sell
4,806
-70
-1% -$4.06K 0.17% 82
2025
Q4 		$269K Buy
+4,876
New +$279K 0.17% 75

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Live Oak Investment Partners's FUTY Position: Q2 2026 in Review

Live Oak Investment Partners increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2% in Q2 2026, buying an estimated $5.62K and bringing the position to 4,902 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #80.

Live Oak Investment Partners first reported a position in FUTY in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Live Oak Investment Partners held 4,902 shares of Fidelity MSCI Utilities Index ETF worth $286K as of Q2 2026.
  • Live Oak Investment Partners bought 96 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $5.62K.
  • Fidelity MSCI Utilities Index ETF made up 0.15% of Live Oak Investment Partners's portfolio in Q2 2026, its #80 holding.
  • Live Oak Investment Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.