FSMB β€” FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  10 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF (FSMB) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows FSMB 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FSMB 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 SHORT DURATION MANAGED MUNICIPAL 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 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 FSMB β€” position size vs. price
% of Fund (quarterly)    FSMB 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 REDUCED 140 -2,539 -94.8% 0.00% $3K 2025-11-12 $19.79
2025 Q2 UNCHANGED 2,679 β€” 0% 0.00% $53K 2025-08-04 $19.57
2025 Q1 UNCHANGED 2,679 β€” 0% 0.00% $53K 2025-04-23 $19.10
2024 Q4 ADDED 2,679 +2,225 +490.1% 0.00% $53K 2025-02-10 $19.22
2024 Q3 UNCHANGED 454 β€” 0% 0.00% $9K 2024-10-28 $19.04
2024 Q2 UNCHANGED 454 β€” 0% 0.00% $9K 2024-08-06 $18.98
2024 Q1 ADDED 454 +140 +44.6% 0.00% $9K 2024-05-01 $18.61
2023 Q4 REDUCED 314 -400 -56.0% 0.00% $6K 2024-01-10 $18.62
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and FSMB

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 FSMB?

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

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

The largest reported portfolio weight for FSMB was 0.00% in 2024 Q4.

What is the latest reported FSMB position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 140 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this FSMB ownership page compare?

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

← Back to CREATIVE FINANCIAL DESIGNS INC /ADV Holdings