Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 05-01-2024 | 03-31-2024 | 1669 | 1,057,296,481 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | ETF | 551 | $118,610 | 2,183 | 0.00 | 0.00 | -13,449 | -86.04 | 03-31-2024 |
| GLOBAL X U.S. PREFERRED ETF | ETF | 552 | $117,451 | 5,826 | 0.00 | 0.00 | 1,416 | 32.11 | 03-31-2024 |
| MICRON TECHNOLOGY INC COM | Stock | 553 | $117,126 | 994 | 0.00 | 0.00 | 143 | 16.80 | 03-31-2024 |
| FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | ETF | 554 | $117,058 | 4,950 | 0.00 | 0.00 | -1,664 | -25.16 | 03-31-2024 |
