ILDR β€” FIRST TRUST INNOVATION LEADERS ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  15 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FIRST TRUST INNOVATION LEADERS ETF (ILDR) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.15% in 2025 Q3. The latest visible filing shows ILDR at 0.15% 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 ILDR 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 INNOVATION LEADERS 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 Q4

ILDR was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% 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 2025 Q4

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.

ILDR stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held ILDR β€” position size vs. price
% of Fund (quarterly)    ILDR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 70,814 +1,204 +1.7% 0.15% $2.3M 2026-02-14 (Est.) $31.34
2025 Q3 ADDED 69,610 +18,470 +36.1% 0.15% $2.3M 2025-11-12 $33.56
2025 Q2 ADDED 51,140 +2,346 +4.8% 0.11% $1.5M 2025-08-04 $30.34
2025 Q1 REDUCED 48,794 -9,506 -16.3% 0.09% $1.1M 2025-04-23 $22.83
2024 Q4 ADDED 58,300 +8,502 +17.1% 0.12% $1.5M 2025-02-10 $27.97
2024 Q3 ADDED 49,798 +1,899 +4.0% 0.10% $1.2M 2024-10-28 $25.14
2024 Q2 ADDED 47,899 +1,024 +2.2% 0.10% $1.1M 2024-08-06 $21.41
2024 Q1 ADDED 46,875 +33,794 +258.3% 0.10% $1.0M 2024-05-01 $20.99
2023 Q4 ADDED 13,081 +5,459 +71.6% 0.03% $258K 2024-01-10 $19.88
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ILDR

As of 2026 Q1 β€” sorted by position size

U.S. Capital Wealth Advisors, LLC 3Y 0.06% Farther Finance Advisors, LLC 0.02% Noble Wealth Management PBC 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and ILDR

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 ILDR?

CREATIVE FINANCIAL DESIGNS INC /ADV reported ILDR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for ILDR was 0.15% in 2025 Q3.

What is the latest reported ILDR position on this page?

The most recent filing on this page is 2025 Q4, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 70,814 shares, equal to 0.15% of portfolio, with an estimated market value of $2.3M.

What does the chart on this ILDR ownership page compare?

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