CREATIVE FINANCIAL DESIGNS INC /ADV
Position in HTD — John Hancock Tax-Advantaged Dividend Income Fund
CIK 819864
KOKOMO, IN
Position in HTD
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$14,862
+$666 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HTD 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. HTD ranks #45 (0.2% 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
|
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 HTD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,862 | 600 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,196 | 600 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,880 | 600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,034 | 600 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,358 | 600 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,212 | 600 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,932 | 600 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $17,178 | 850 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $16,711 | 850 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $11,382 | 600 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||