AEPWM
FFC

Atlantic Edge Private Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Atlantic Edge Private Wealth Management’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
2026
Q2 		$732K Hold
44,935
– – 0.15% 90
2026
Q1 		$696K Buy
+44,935
New +$735K 0.17% 83

Other funds holding FFC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atlantic Edge Private Wealth Management's FFC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) position steady in Q2 2026 at 44,935 shares worth $732K. The position accounts for 0.15% of the portfolio, ranked #90.

Atlantic Edge Private Wealth Management first reported a position in FFC in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 44,935 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $732K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Flaherty & Crumrine Preferred and Income Securities Fund share count unchanged in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up 0.15% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.