First Heartland Consultants’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

First Heartland Consultants’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	$267K	Buy	16,422 +432	+3%	+$6.9K	0.02%	505
2026 Q1	$248K	Buy	15,990 +232	+1%	+$3.79K	0.02%	459
2025 Q4	$260K	Buy	15,758 +306	+2%	+$5.09K	0.02%	458
2025 Q3	$261K	Buy	15,452 +3,832	+33%	+$63K	0.02%	435
2025 Q2	$189K	Buy	+11,620	New	+$181K	0.02%	491

Other funds holding FFC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return