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CreativeOne Wealth, LLC: FTHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CreativeOne Wealth, LLC on FTHI, newest first. How the timeline and the estimate are built.

CreativeOne Wealth, LLC held 311,223 FTHI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311,223 shares
    Change vs previous 13F -298 shares

    0.16% of the 13F portfolio, value $7,422,660.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 311,521 shares
    Change vs previous 13F -2,904 shares

    0.17% of the 13F portfolio, value $7,149,397.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 314,425 shares
    Change vs previous 13F +27,530 shares

    0.18% of the 13F portfolio, value $7,426,715.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 286,895 shares
    Change vs previous 13F -6,980 shares

    0.17% of the 13F portfolio, value $6,802,272.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 293,875 shares
    Change vs previous 13F -2,332 shares

    0.18% of the 13F portfolio, value $6,715,037.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 296,207 shares
    Change vs previous 13F +63,832 shares

    0.19% of the 13F portfolio, value $6,475,083.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 232,375 shares
    Change vs previous 13F -13,699 shares

    0.17% of the 13F portfolio, value $5,407,368.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 246,074 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,664,630.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).