Arax Advisory Partners’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Arax Advisory Partners’s Portfolio FLC Stock Details FLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.98K	Buy	+176	New	+$2.98K	﹤0.01%	4719

Other funds holding FLC

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Arax Advisory Partners's FLC Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Flaherty & Crumrine Total Return Fund (FLC) in Q2 2026: 176 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #4719 among its holdings.

51 funds tracked by Wall St. Rank hold FLC as of Q2 2026.

Arax Advisory Partners held 176 shares of Flaherty & Crumrine Total Return Fund worth $2.98K as of Q2 2026.
Flaherty & Crumrine Total Return Fund was a new Arax Advisory Partners position in Q2 2026.
Flaherty & Crumrine Total Return Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4719 holding.
51 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.