Future Financial Wealth Management
FRA icon

Future Financial Wealth Management’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History

Future Financial Wealth Management’s Portfolio FRA Stock Details FRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$263K Sell
24,951
-2,061
-8% -$22.3K 0.16% 99
2026
Q2 		$290K Sell
27,012
-4,732
-15% -$52.2K 0.18% 93
2026
Q1 		$348K Sell
31,744
-510
-2% -$5.84K 0.22% 82
2025
Q4 		$385K Sell
32,254
-1,651
-5% -$20.1K 0.26% 75
2025
Q3 		$440K Sell
33,905
-452
-1% -$5.97K 0.28% 69
2025
Q2 		$451K Buy
34,357
+1,403
+4% +$17.6K 0.31% 64
2025
Q1 		$426K Buy
32,954
+2,434
+8% +$31.7K 0.31% 66
2024
Q4 		$420K Sell
30,520
-16,874
-36% -$235K 0.31% 65
2024
Q3 		$626K Buy
47,394
+10,788
+29% +$142K 0.45% 48
2024
Q2 		$474K Buy
36,606
+12,279
+50% +$160K 0.42% 56
2024
Q1 		$314K Buy
24,327
+3,471
+17% +$44K 0.24% 75
2023
Q4 		$264K Buy
20,856
+171
+0.8% +$2.08K 0.26% 82
2023
Q3 		$261K Buy
20,685
+579
+3% +$7.19K 0.29% 83
2023
Q2 		$245K Hold
20,106
– – 0.26% 89
2023
Q1 		$238K Buy
20,106
+4,804
+31% +$56.3K 0.26% 90
2022
Q4 		$172K Buy
15,302
+2,971
+24% +$34K 0.2% 106
2022
Q3 		$140K Buy
+12,331
New +$147K 0.16% 115
2022
Q2 		– Sell
-9,857
Closed -$128K – 242
2022
Q1 		$128K Buy
9,857
+3,463
+54% +$46.4K 0.11% 158
2021
Q4 		$85K Buy
+6,394
New +$86.4K 0.07% 208

Other funds holding FRA

Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return
Edgemoor Investment Advisors
Edgemoor Investment Advisors Bethesda, Maryland $1.43B AUM 24.47% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Future Financial Wealth Management's FRA Position: Q3 2026 in Review

Future Financial Wealth Management reduced its BlackRock Floating Rate Income Strategies Fund (FRA) stake by 7.6% in Q3 2026, selling an estimated $22.3K and leaving 24,951 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #99.

Future Financial Wealth Management first reported a position in FRA in Q4 2021 and has held it in 19 quarters since. The position peaked at $626K in Q3 2024. 35 funds tracked by Wall St. Rank hold FRA as of Q3 2026.

  • Future Financial Wealth Management held 24,951 shares of BlackRock Floating Rate Income Strategies Fund worth $263K as of Q3 2026.
  • Future Financial Wealth Management sold 2,061 BlackRock Floating Rate Income Strategies Fund shares in Q3 2026, an estimated $22.3K.
  • BlackRock Floating Rate Income Strategies Fund made up 0.16% of Future Financial Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Future Financial Wealth Management first reported a position in BlackRock Floating Rate Income Strategies Fund in Q4 2021 and has held it in 19 quarters since.
  • Future Financial Wealth Management's BlackRock Floating Rate Income Strategies Fund position peaked at $626K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Strategies Fund as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.