CREATIVE FINANCIAL DESIGNS INC /ADV FTXL — FIRST TRUST NASDAQ SEMICONDUCTOR ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  14 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FIRST TRUST NASDAQ SEMICONDUCTOR ETF (FTXL) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows FTXL 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 FTXL 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 NASDAQ SEMICONDUCTOR 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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.

FTXL stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held FTXL — position size vs. price
% of Fund (quarterly)    FTXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 117 +6 +5.4% 0.00% $17K 2026-04-13 $177.67
2025 Q4 UNCHANGED — — — 111 — 0% 0.00% $14K 2026-02-06 $154.26
2025 Q3 UNCHANGED — — — 111 — 0% 0.00% $12K 2025-11-14 (Est.) $120.48
2025 Q2 ADDED — — — 111 +1 +0.9% 0.00% $11K 2025-08-04 $96.57
2025 Q1 UNCHANGED — — — 110 — 0% 0.00% $8K 2025-04-23 $69.55
2024 Q4 UNCHANGED — — — 110 — 0% 0.00% $10K 2025-02-10 $87.72
2024 Q3 UNCHANGED — — — 110 — 0% 0.00% $10K 2024-10-28 $92.56
2024 Q2 UNCHANGED — — — 110 — 0% 0.00% $11K 2024-08-06 $82.44
2024 Q1 UNCHANGED — — — 110 — 0% 0.00% $10K 2024-05-01 $82.89
2023 Q4 UNCHANGED — — — 110 — 0% 0.00% $9K 2024-01-10 $77.57
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTXL

As of 2026 Q1 — sorted by position size

Stegent Equity Advisors, Inc. 3Y 0.95% Englebert Financial Advisers, LLC 0.74% Outlook Wealth Advisors, LLC 3Y 7Y 0.7% Davis Investment Partners, LLC 3Y 0.52% Aurora Private Wealth, Inc. 3Y 0.48% Alaska Permanent Capital Management, LLC 3Y 7Y 0.45% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 0.34% Fulcrum Equity Management 3Y 7Y 0.33% Ballew Advisors, Inc 3Y 7Y 0.32% Realta Investment Advisors 3Y 0.27%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and FTXL

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 FTXL?

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

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

The largest reported portfolio weight for FTXL was 0.00% in 2026 Q1.

What is the latest reported FTXL position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 117 shares, equal to 0.00% of portfolio, with an estimated market value of $17K.

What does the chart on this FTXL ownership page compare?

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

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their FTXL position?

Based on 13F filing dates vs. subsequent FTXL price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on FTXL relative to SPY over the holding period was +17.0%.

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