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

Future Financial 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
2025 Q4	–	Sell	-5,000	Closed	-$84.5K	–	218
2025 Q3	$84.5K	Hold	5,000	–	–	0.05%	189
2025 Q2	$81.5K	Hold	5,000	–	–	0.06%	186
2025 Q1	$79.7K	Sell	5,000 -150	-3%	-$2.39K	0.06%	181
2024 Q4	$80K	Sell	5,150 -1,700	-25%	-$27.1K	0.06%	187
2024 Q3	$112K	Buy	+6,850	New	+$106K	0.08%	161
2024 Q2	–	Sell	-7,000	Closed	-$104K	–	219
2024 Q1	$104K	Buy	+7,000	New	+$101K	0.08%	169
2023 Q3	–	Sell	-117,112	Closed	-$1.61M	–	106
2023 Q2	$1.61M	Buy	117,112 +15,265	+15%	+$209K	1.69%	15
2023 Q1	$1.44M	Buy	101,847 +83,986	+470%	+$1.33M	1.59%	18
2022 Q4	$268K	Buy	+17,861	New	+$271K	0.31%	87
2022 Q2	–	Sell	-2,395	Closed	-$47K	–	232
2022 Q1	$47K	Hold	2,395	–	–	0.04%	275
2021 Q4	$52K	Buy	+2,395	New	+$52.9K	0.04%	269

Other funds holding FFC

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Future Financial Wealth Management's FFC Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2025, closing a stake of 5,000 shares — an estimated $84.5K sold.

Future Financial Wealth Management first reported a position in FFC in Q4 2021 and held it in 11 quarters. The position peaked at $1.61M in Q2 2023. 112 funds tracked by Wall St. Rank hold FFC as of Q4 2025.

Future Financial Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 5,000 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2025, an estimated $84.5K.
Future Financial Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2021 and held it in 11 quarters.
Future Financial Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.61M in Q2 2023.
112 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.