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
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 $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

Founders Financial Alliance's ARDC Position: Q1 2026 in Review

Founders Financial Alliance increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 4.6% in Q1 2026, buying an estimated $6.23K and bringing the position to 11,023 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #430.

Founders Financial Alliance first reported a position in ARDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $140K in Q4 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Founders Financial Alliance held 11,023 shares of Are Dynamic Credit Allocation Fund worth $134K as of Q1 2026.
  • Founders Financial Alliance bought 482 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $6.23K.
  • Are Dynamic Credit Allocation Fund made up 0.02% of Founders Financial Alliance's portfolio in Q1 2026, its #430 holding.
  • Founders Financial Alliance first reported a position in Are Dynamic Credit Allocation Fund in Q4 2025 and has held it in 2 quarters since.
  • Founders Financial Alliance's Are Dynamic Credit Allocation Fund position peaked at $140K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.