CREATIVE FINANCIAL DESIGNS INC /ADV SMAY — FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  5 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY (SMAY) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows SMAY 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 SMAY 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 U.S. SMALL CAP MODERATE BUFFER ETF - MAY, 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

SMAY 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
2024 Q3 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.

SMAY stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SMAY — position size vs. price
% of Fund (quarterly)    SMAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,017 +312 +44.3% 0.00% $27K 2026-04-13 $26.90
2025 Q4 ADDED — — — 705 +139 +24.6% 0.00% $18K 2026-02-06 $26.47
2025 Q3 REDUCED 35.8% +2.8% ❌ 566 -315 -35.8% 0.00% $14K 2025-11-14 (Est.) $25.24
2025 Q2 REDUCED 61.0% +5.6% ❌ 881 -1,377 -61.0% 0.00% $21K 2025-08-04 $24.20
2024 Q3 INITIATED — — — 2,258 — — 0.00% $56K 2024-10-28 $24.71

🏢 Other funds also holding SMAY

As of 2026 Q1 — sorted by position size

SMART Wealth LLC 0.48% Ignite Planners, LLC 3Y 0.11% Diligent Investors, LLC 3Y 7Y 0.07% First Heartland Consultants, Inc. 3Y 7Y 0.06% DHJJ Financial Advisors, Ltd. 3Y 0.05% NorthCrest Asset Manangement, LLC 3Y 0.03% Fragasso Financial Advisors Inc 3Y 7Y 0.02% Noble Wealth Management PBC 0.01% NBC SECURITIES, INC. 0.01% Spire Wealth Management 3Y 0.01%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SMAY

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 SMAY?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SMAY across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

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

What is the latest reported SMAY position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 1,017 shares, equal to 0.00% of portfolio, with an estimated market value of $27K.

What does the chart on this SMAY ownership page compare?

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

Based on 13F filing dates vs. subsequent SMAY price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SMAY relative to SPY over the holding period was +2.0%.

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