Future Financial Wealth Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-1,300	Closed	-$18.3K	–	139
2025 Q3	$18.3K	Hold	1,300	–	–	0.01%	339
2025 Q2	$18.5K	Hold	1,300	–	–	0.01%	331
2025 Q1	$18.4K	Hold	1,300	–	–	0.01%	329
2024 Q4	$19.6K	Hold	1,300	–	–	0.01%	324
2024 Q3	$19.9K	Buy	+1,300	New	+$19.7K	0.01%	333
2024 Q2	–	Sell	-1,300	Closed	-$18.5K	–	135
2024 Q1	$18.5K	Buy	+1,300	New	+$17.9K	0.01%	354
2022 Q2	–	Sell	-1,300	Closed	-$19K	–	143
2022 Q1	$19K	Hold	1,300	–	–	0.02%	370
2021 Q4	$21K	Buy	+1,300	New	+$20.9K	0.02%	370

Other funds holding ARDC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Future Financial Wealth Management's ARDC Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q4 2025, closing a stake of 1,300 shares — an estimated $18.3K sold.

Future Financial Wealth Management first reported a position in ARDC in Q4 2021 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 71 funds tracked by Wall St. Rank hold ARDC as of Q4 2025.

Future Financial Wealth Management reported no remaining Are Dynamic Credit Allocation Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,300 Are Dynamic Credit Allocation Fund shares in Q4 2025, an estimated $18.3K.
Future Financial Wealth Management first reported a position in Are Dynamic Credit Allocation Fund in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Are Dynamic Credit Allocation Fund position peaked at $21K in Q4 2021.
71 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.