FPF β€” FIRST TR INTER DURATN PFD & IN COM

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

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FIRST TR INTER DURATN PFD & IN COM (FPF) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows FPF 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 FPF 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 TR INTER DURATN PFD & IN COM, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 FPF β€” position size vs. price
% of Fund (quarterly)    FPF 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 Q3 UNCHANGED 2 β€” 0% 0.00% $45 2025-11-12 $18.30
2025 Q2 UNCHANGED 2 β€” 0% 0.00% $44 2025-08-04 $17.76
2025 Q1 UNCHANGED 2 β€” 0% 0.00% $42 2025-04-23 $15.83
2024 Q4 UNCHANGED 2 β€” 0% 0.00% $40 2025-02-10 $16.88
2024 Q3 UNCHANGED 2 β€” 0% 0.00% $42 2024-10-28 $16.48
2024 Q2 UNCHANGED 2 β€” 0% 0.00% $39 2024-08-06 $15.39
2024 Q1 REDUCED 2 -248 -99.2% 0.00% $37 2024-05-01 $14.44
2023 Q4 INITIATED 250 β€” β€” 0.00% $4K 2024-01-10 $13.72

🏒 Other funds also holding FPF

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.67% Aspect Partners, LLC 0.01%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and FPF

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 FPF?

CREATIVE FINANCIAL DESIGNS INC /ADV reported FPF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for FPF was 0.00% in 2023 Q4.

What is the latest reported FPF position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $45.

What does the chart on this FPF ownership page compare?

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