CREATIVE FINANCIAL DESIGNS INC /ADV
Position in FTF — Franklin Ltd Duration Income Trust
CIK 819864
KOKOMO, IN
Position in FTF
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$780,380
+$89,176 QoQ
Shares Held
133,856
+19.1% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $8,782,238 across 73 Asset Management names. FTF ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
201,667 | $1,841,219 | |
| 2 | TROW |
Price T Rowe Group Inc
|
17,811 | $1,605,483 | |
| 3 | FTF |
Franklin Ltd Duration Income Trust
This page
|
133,856 | $780,380 | |
| 4 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
93,982 | $684,188 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
134,124 | $684,032 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
52,012 | $361,483 | |
| 7 | WIA |
Western Asset Inflation-Linked Income Fund
|
38,573 | $311,669 | |
| 8 | DXYZ |
Destiny Tech100 Inc.
|
8,987 | $240,671 |
All Filings in FTF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||