FFA
ARDC

Farther Finance Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Farther Finance Advisors’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78M Buy
146,491
+40,996
+39% +$530K 0.02% 705
2025
Q4 		$1.4M Sell
105,495
-1,732
-2% -$23.5K 0.02% 731
2025
Q3 		$1.51M Sell
107,227
-29,963
-22% -$434K 0.02% 554
2025
Q2 		$1.95M Buy
137,190
+12,556
+10% +$173K 0.04% 374
2025
Q1 		$1.75M Buy
124,634
+5,730
+5% +$85.1K 0.04% 333
2024
Q4 		$1.8M Sell
118,904
-1,356
-1% -$20.6K 0.07% 233
2024
Q3 		$1.84M Buy
+120,260
New +$1.82M 0.07% 218

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Farther Finance Advisors's ARDC Position: Q1 2026 in Review

Farther Finance Advisors increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 39% in Q1 2026, buying an estimated $530K and bringing the position to 146,491 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #705.

Farther Finance Advisors first reported a position in ARDC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Farther Finance Advisors held 146,491 shares of Are Dynamic Credit Allocation Fund worth $1.78M as of Q1 2026.
  • Farther Finance Advisors bought 40,996 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $530K.
  • Are Dynamic Credit Allocation Fund made up 0.02% of Farther Finance Advisors's portfolio in Q1 2026, its #705 holding.
  • Farther Finance Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q3 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's Are Dynamic Credit Allocation Fund position peaked at $1.95M in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.