EMDM β€” FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  8 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF (EMDM) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows EMDM at 0.00% 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 EMDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF, 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
2025 Q4

EMDM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

EMDM stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held EMDM β€” position size vs. price
% of Fund (quarterly)    EMDM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 384 β€” 0% 0.00% $12K 2026-02-14 (Est.) $37.54
2025 Q3 UNCHANGED 384 β€” 0% 0.00% $11K 2025-11-12 $30.25
2025 Q2 REDUCED 384 -343 -47.2% 0.00% $10K 2025-08-04 $24.46
2025 Q1 REDUCED 727 -16,111 -95.7% 0.00% $16K 2025-04-23 $20.96
2024 Q4 REDUCED 16,838 -960 -5.4% 0.03% $343K 2025-02-10 $20.65
2024 Q3 REDUCED 17,798 -291 -1.6% 0.04% $424K 2024-10-28 $21.44
2024 Q2 REDUCED 18,089 -71 -0.4% 0.04% $419K 2024-08-06 $20.27
2024 Q1 INITIATED 18,160 β€” β€” 0.04% $414K 2024-05-01 $20.68

🏒 Other funds also holding EMDM

As of 2025 Q4 β€” sorted by position size

NAPLES GLOBAL ADVISORS, LLC 3Y 7Y 0.13% GeoWealth Management, LLC 3Y 0.03% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% OneDigital Investment Advisors LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% ASSETMARK, INC 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and EMDM

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning EMDM?

CREATIVE FINANCIAL DESIGNS INC /ADV reported EMDM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EMDM position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for EMDM was 0.04% in 2024 Q1.

What is the latest reported EMDM position on this page?

The most recent filing on this page is 2025 Q4, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 384 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this EMDM ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly EMDM 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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