CREATIVE FINANCIAL DESIGNS INC /ADV
Position in FTF — Franklin Ltd Duration Income Trust
CIK 819864
KOKOMO, IN
Position in FTF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$792,332
+$11,952 QoQ
Shares Held
136,845
+2.2% QoQ
Ownership
0.339%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#18
of 88 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $10,565,781 across 70 Asset Management names. FTF ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
271,113 | $2,372,238 | |
| 2 | TROW |
Price T Rowe Group Inc
|
18,664 | $2,121,910 | |
| 3 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
132,993 | $1,005,427 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
166,680 | $831,733 | |
| 5 | FTF |
Franklin Ltd Duration Income Trust
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|
136,845 | $792,332 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
86,397 | $620,330 | |
| 7 | DXYZ |
Destiny Tech100 Inc.
|
12,900 | $332,304 | |
| 8 | WIA |
Western Asset Inflation-Linked Income Fund
|
38,573 | $313,598 |
All Filings in FTF
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,332 | 136,845 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $780,380 | 133,856 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $691,204 | 112,391 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $879,079 | 138,003 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $362,139 | 56,408 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $218,076 | 33,758 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $220,653 | 33,281 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $218,869 | 32,814 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $259,591 | 40,945 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $252,298 | 40,239 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $225,761 | 36,296 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $186,530 | 30,629 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $186,135 | 30,119 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $183,051 | 29,620 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $180,971 | 29,142 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $177,199 | 28,673 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $140,114 | 20,727 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $153,714 | 20,279 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $122,260 | 13,450 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $120,206 | 13,224 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $119,812 | 13,009 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $137,445 | 14,956 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $138,455 | 14,698 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $158,112 | 18,536 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $154,005 | 18,204 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||