AWA
FFC

Arkadios Wealth Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Arkadios Wealth Advisors’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
Q1 		– Sell
-10,258
Closed -$159K – 1152
2024
Q4 		$159K Hold
10,258
– – 0.01% 871
2024
Q3 		$168K Buy
+10,258
New +$158K 0.01% 858
2021
Q4 		– Sell
-190
Closed -$4K – 982
2021
Q3 		$4K Sell
190
-21,901
-99% -$501K ﹤0.01% 1644
2021
Q2 		$501K Buy
22,091
+1,487
+7% +$34K 0.06% 334
2021
Q1 		$482K Buy
20,604
+179
+0.9% +$4.03K 0.08% 255
2020
Q4 		$478K Buy
+20,425
New +$453K 0.1% 206

Other funds holding FFC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return