FFA
FLC

Farther Finance Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Farther Finance Advisors’s Portfolio FLC Stock Details FLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Buy
25,354
+25,000
+7,062% +$423K ﹤0.01% 1667
2026
Q1 		$5.94K Buy
+354
New +$6.18K ﹤0.01% 4405

Other funds holding FLC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFG
Seamount Financial Group Colorado Springs, Colorado $248M AUM 24.12% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
TCM
Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's FLC Position: Q2 2026 in Review

Farther Finance Advisors increased its Flaherty & Crumrine Total Return Fund (FLC) stake by 7,062% in Q2 2026, buying an estimated $423K and bringing the position to 25,354 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Farther Finance Advisors first reported a position in FLC in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold FLC as of Q2 2026.

  • Farther Finance Advisors held 25,354 shares of Flaherty & Crumrine Total Return Fund worth $428K as of Q2 2026.
  • Farther Finance Advisors bought 25,000 Flaherty & Crumrine Total Return Fund shares in Q2 2026, an estimated $423K.
  • Flaherty & Crumrine Total Return Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1667 holding.
  • Farther Finance Advisors first reported a position in Flaherty & Crumrine Total Return Fund in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.