Alpha Cubed Investments’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Alpha Cubed Investments’s Portfolio FFC Stock Details FFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,076	Closed	-$305K	–	302
2025 Q3	$305K	Hold	18,076	–	–	0.01%	229
2025 Q2	$294K	Hold	18,076	–	–	0.01%	232
2025 Q1	$288K	Hold	18,076	–	–	0.01%	225
2024 Q4	$281K	Hold	18,076	–	–	0.01%	206
2024 Q3	$297K	Hold	18,076	–	–	0.01%	203
2024 Q2	$267K	Hold	18,076	–	–	0.01%	225
2024 Q1	$268K	Hold	18,076	–	–	0.01%	219
2023 Q4	$251K	Hold	18,076	–	–	0.01%	223
2023 Q3	$234K	Hold	18,076	–	–	0.02%	216
2023 Q2	$248K	Hold	18,076	–	–	0.02%	217
2023 Q1	$250K	Hold	18,076	–	–	0.02%	220
2022 Q4	$272K	Sell	18,076 -4,609	-20%	-$70K	0.02%	223
2022 Q3	$337K	Buy	22,685 +250	+1%	+$4.25K	0.03%	187
2022 Q2	$376K	Buy	22,435 +500	+2%	+$9.06K	0.03%	195
2022 Q1	$432K	Buy	+21,935	New	+$436K	0.03%	208

Other funds holding FFC

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Alpha Cubed Investments's FFC Position: Q4 2025 in Review

Alpha Cubed Investments sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2025, closing a stake of 18,076 shares — an estimated $305K sold.

Alpha Cubed Investments first reported a position in FFC in Q1 2022 and held it in 15 quarters. The position peaked at $432K in Q1 2022. 112 funds tracked by Wall St. Rank hold FFC as of Q4 2025.

Alpha Cubed Investments reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2025 after selling out during the quarter.
Alpha Cubed Investments sold 18,076 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2025, an estimated $305K.
Alpha Cubed Investments first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2022 and held it in 15 quarters.
Alpha Cubed Investments's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $432K in Q1 2022.
112 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.