CREATIVE FINANCIAL DESIGNS INC /ADV FLCH — FRANKLIN FTSE CHINA ETF

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

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FRANKLIN FTSE CHINA ETF (FLCH) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows FLCH 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.

What this FLCH 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 FTSE CHINA 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

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

High-water mark
Peak Conviction
0.0% in 2024 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.

FLCH stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held FLCH — position size vs. price
% of Fund (quarterly)    FLCH 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 UNCHANGED — — — 146 — 0% 0.00% $3K 2026-04-13 $22.98
2025 Q4 UNCHANGED — — — 146 — 0% 0.00% $3K 2026-02-06 $24.48
2025 Q3 REDUCED 72.9% -6.6% ✅ 146 -392 -72.9% 0.00% $4K 2025-11-14 (Est.) $24.76
2025 Q2 REDUCED 16.2% +18.8% ❌ 538 -104 -16.2% 0.00% $12K 2025-08-04 $22.34
2025 Q1 REDUCED 21.1% +2.5% ❌ 642 -172 -21.1% 0.00% $14K 2025-04-23 $19.76
2024 Q4 REDUCED 6.0% +16.1% ❌ 814 -52 -6.0% 0.00% $15K 2025-02-10 $19.50
2024 Q3 ADDED — — — 866 +14 +1.6% 0.00% $17K 2024-10-28 $19.06
2024 Q2 REDUCED 5.2% +21.4% ❌ 852 -47 -5.2% 0.00% $14K 2024-08-06 $15.28
2024 Q1 ADDED — — — 899 +251 +38.7% 0.00% $14K 2024-05-01 $15.69
2023 Q4 INITIATED — — — 648 — — 0.00% $10K 2024-01-10 $14.40

🏢 Other funds also holding FLCH

As of 2026 Q1 — sorted by position size

MMA ASSET MANAGEMENT LLC 3Y 1.02% Tenzing Financial LLC 0.68% GREENWOOD CAPITAL ASSOCIATES LLC 3Y 7Y 0.47% Ascent Advisors, LLC 0.45% Boltwood Capital Management 3Y 7Y 0.24% INVESTED ADVISORS 0.23% Csenge Advisory Group 3Y 7Y 0.13% GILL CAPITAL PARTNERS, LLC 3Y 0.02% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and FLCH

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 FLCH?

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

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

The largest reported portfolio weight for FLCH was 0.00% in 2024 Q3.

What is the latest reported FLCH position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 146 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this FLCH ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly FLCH 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 FLCH position?

Based on 13F filing dates vs. subsequent FLCH price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on FLCH relative to SPY over the holding period was +3.4%.

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