FTF β€” FRANKLIN LTD DURATION INCOME T COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  24 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FRANKLIN LTD DURATION INCOME T COM (FTF) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows FTF at 0.05% 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 FTF 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 FRANKLIN LTD DURATION INCOME T 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
2026 Q1

FTF was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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 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 FTF β€” position size vs. price
% of Fund (quarterly)    FTF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 133,856 +21,465 +19.1% 0.05% $780K 2026-04-13 $5.97
2025 Q4 REDUCED 112,391 -25,612 -18.6% 0.04% $691K 2026-02-06 $6.08
2025 Q3 ADDED 138,003 +81,595 +144.7% 0.06% $879K 2025-11-14 (Est.) $5.81
2025 Q2 ADDED 56,408 +22,650 +67.1% 0.03% $362K 2025-08-04 $5.92
2025 Q1 ADDED 33,758 +477 +1.4% 0.02% $218K 2025-04-23 $5.56
2024 Q4 ADDED 33,281 +467 +1.4% 0.02% $221K 2025-02-10 $5.78
2024 Q3 REDUCED 32,814 -8,131 -19.9% 0.02% $219K 2024-10-28 $5.51
2024 Q2 ADDED 40,945 +706 +1.8% 0.02% $260K 2024-08-06 $5.40
2024 Q1 ADDED 40,239 +3,943 +10.9% 0.02% $252K 2024-05-01 $5.02
2023 Q4 ADDED 36,296 +5,667 +18.5% 0.02% $226K 2024-01-10 $4.95
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and FTF

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 FTF?

CREATIVE FINANCIAL DESIGNS INC /ADV reported FTF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for FTF was 0.06% in 2025 Q3.

What is the latest reported FTF position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 133,856 shares, equal to 0.05% of portfolio, with an estimated market value of $780K.

What does the chart on this FTF ownership page compare?

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