FJAN β€” FT VEST US EQUITY BUFFER ETF - JANUARY

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  9 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FT VEST US EQUITY BUFFER ETF - JANUARY (FJAN) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows FJAN at 0.03% 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 FJAN 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 FT VEST US EQUITY BUFFER ETF - JANUARY, 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
2026 Q1

FJAN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

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 2026 Q1

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.

How CREATIVE FINANCIAL DESIGNS INC /ADV held FJAN β€” position size vs. price
% of Fund (quarterly)    FJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,856 -419 -3.7% 0.03% $547K 2026-04-13 $52.25
2025 Q4 REDUCED 11,275 -133 -1.2% 0.04% $583K 2026-02-06 $52.27
2025 Q3 ADDED 11,408 +146 +1.3% 0.04% $572K 2025-11-14 (Est.) $50.47
2025 Q2 ADDED 11,262 +190 +1.7% 0.04% $536K 2025-08-04 $48.32
2025 Q1 ADDED 11,072 +720 +7.0% 0.04% $491K 2025-04-23 $43.04
2024 Q4 REDUCED 10,352 -308 -2.9% 0.04% $475K 2025-02-10 $46.53
2024 Q3 REDUCED 10,660 -753 -6.6% 0.04% $477K 2024-10-28 $45.03
2024 Q2 ADDED 11,413 +717 +6.7% 0.04% $495K 2024-08-06 $42.59
2024 Q1 INITIATED 10,696 β€” β€” 0.04% $449K 2024-05-01 $41.18

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and FJAN

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 FJAN?

CREATIVE FINANCIAL DESIGNS INC /ADV reported FJAN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for FJAN was 0.04% in 2024 Q2.

What is the latest reported FJAN position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 10,856 shares, equal to 0.03% of portfolio, with an estimated market value of $547K.

What does the chart on this FJAN ownership page compare?

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