FFA
ARDC

Founders Financial Alliance’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Founders Financial Alliance’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
Q2 		$140K Buy
11,046
+23
+0.2% +$289 0.02% 472
2026
Q1 		$134K Buy
11,023
+482
+5% +$6.23K 0.02% 430
2025
Q4 		$140K Buy
+10,541
New +$143K 0.03% 377

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Founders Financial Alliance's ARDC Position: Q2 2026 in Review

Founders Financial Alliance increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 0.21% in Q2 2026, buying an estimated $289 and bringing the position to 11,046 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #472.

Founders Financial Alliance first reported a position in ARDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $140K in Q4 2025. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Founders Financial Alliance held 11,046 shares of Are Dynamic Credit Allocation Fund worth $140K as of Q2 2026.
  • Founders Financial Alliance bought 23 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $289.
  • Are Dynamic Credit Allocation Fund made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #472 holding.
  • Founders Financial Alliance first reported a position in Are Dynamic Credit Allocation Fund in Q4 2025 and has held it in 3 quarters since.
  • Founders Financial Alliance's Are Dynamic Credit Allocation Fund position peaked at $140K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.