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	–	981
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

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

1CP

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Arkadios Wealth Advisors's FFC Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2025, closing a stake of 10,258 shares — an estimated $159K sold.

Arkadios Wealth Advisors first reported a position in FFC in Q4 2020 and held it in 6 quarters. The position peaked at $501K in Q2 2021. 114 funds tracked by Wall St. Rank hold FFC as of Q1 2025.

Arkadios Wealth Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,258 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2025, an estimated $159K.
Arkadios Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $501K in Q2 2021.
114 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.