Position in FTDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,948,399
+$1,676,107 QoQ
Shares Held
50,888
+18.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 384 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTDR Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $19,630,268 across 5 Personal Services names. FTDR ranks #2 (20.1% of the industry book) .
All Filings in FTDR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,948,399 | 50,888 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,272,292 | 42,987 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,968,440 | 34,121 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,877,656 | 42,765 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,110,404 | 35,806 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $897,068 | 23,349 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,204,816 | 22,038 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $914,737 | 19,061 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $530,197 | 15,691 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $477,328 | 14,651 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $573,874 | 16,294 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||