CREATIVE FINANCIAL DESIGNS INC /ADV SDVD β€” FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  2 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows SDVD at 0.32% 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 SDVD 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 FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME 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

SDVD was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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
2025 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.

SDVD stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SDVD β€” position size vs. price
% of Fund (quarterly)    SDVD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 244,017 +9,496 +4.0% 0.32% $5.3M 2026-04-13 $22.68
2025 Q4 INITIATED β€” β€” β€” 234,521 β€” β€” 0.32% $5.0M 2026-02-06 $22.87

🏒 Other funds also holding SDVD

As of 2026 Q1 β€” sorted by position size

RiverTree Advisors, LLC 3Y 2.45% CHIRON CAPITAL MANAGEMENT, LLC 3Y 1.83% G&S Capital LLC 3Y 7Y 1.37% Trueblood Wealth Management, LLC 0.48% Cambridge Advisors Inc. 3Y 7Y 0.26% Next Level Private LLC 3Y 0.24% TKG Advisors, LLC 3Y 0.22% TrueWealth Advisors, LLC 3Y 0.2% Capital Investment Advisors, LLC 3Y 7Y 0.13% Balboa Wealth Partners 3Y 0.12%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SDVD

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 SDVD?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SDVD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

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

The largest reported portfolio weight for SDVD was 0.32% in 2026 Q1.

What is the latest reported SDVD position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 244,017 shares, equal to 0.32% of portfolio, with an estimated market value of $5.3M.

What does the chart on this SDVD ownership page compare?

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