AWS
FFC

Atria Wealth Solutions’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-17,208
Closed -$274K – 1603
2025
Q1 		$274K Sell
17,208
-2,075
-11% -$33.1K ﹤0.01% 1526
2024
Q4 		$299K Buy
19,283
+662
+4% +$10.6K ﹤0.01% 1548
2024
Q3 		$306K Sell
18,621
-7,119
-28% -$110K ﹤0.01% 1500
2024
Q2 		$381K Buy
25,740
+7
+0% +$101 ﹤0.01% 1366
2024
Q1 		$382K Buy
25,733
+206
+0.8% +$2.97K ﹤0.01% 1394
2023
Q4 		$355K Sell
25,527
-7,486
-23% -$98.5K ﹤0.01% 1387
2023
Q3 		$428K Buy
33,013
+3,899
+13% +$52.6K 0.01% 1208
2023
Q2 		$400K Sell
29,114
-7,534
-21% -$103K 0.01% 1271
2023
Q1 		$508K Sell
36,648
-4,354
-11% -$69.1K 0.01% 1126
2022
Q4 		$616K Sell
41,002
-2,388
-6% -$36.3K 0.01% 979
2022
Q3 		$645K Buy
+43,390
New +$738K 0.01% 897
2022
Q2 		– Sell
-38,215
Closed -$753K – 1719
2022
Q1 		$753K Buy
+38,215
New +$760K 0.01% 845

Other funds holding FFC

Wells Fargo
Wells Fargo San Francisco, California $530B 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
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Atria Wealth Solutions's FFC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2025, closing a stake of 17,208 shares — an estimated $274K sold.

Atria Wealth Solutions first reported a position in FFC in Q1 2022 and held it in 12 quarters. The position peaked at $753K in Q1 2022. 112 funds tracked by Wall St. Rank hold FFC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,208 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2025, an estimated $274K.
  • Atria Wealth Solutions first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $753K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.