EWM
FFC

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

EPG 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
2022
Q3 		– Sell
-27,638
Closed -$463K – 383
2022
Q2 		$463K Sell
27,638
-1,039
-4% -$18.8K 0.2% 108
2022
Q1 		$564K Buy
28,677
+1,041
+4% +$20.7K 0.2% 104
2021
Q4 		$600K Buy
27,636
+327
+1% +$7.22K 0.21% 97
2021
Q3 		$608K Buy
27,309
+5,773
+27% +$132K 0.24% 88
2021
Q2 		$489K Buy
21,536
+1,260
+6% +$28.8K 0.21% 106
2021
Q1 		$475K Buy
+20,276
New +$457K 0.23% 101
2020
Q4 		– Sell
-19,637
Closed -$412K – 159
2020
Q3 		$412K Sell
19,637
-664
-3% -$14.1K 0.3% 75
2020
Q2 		$408K Sell
20,301
-69
-0.3% -$1.32K 0.29% 84
2020
Q1 		$340K Buy
20,370
+717
+4% +$14.7K 0.25% 79
2019
Q4 		$426K Buy
+19,653
New +$420K 0.31% 54

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return