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FFWM
Future Financial Wealth Management’s
Global X US Preferred ETF
PFFD
Stock Holding History
Future Financial Wealth Management’s Portfolio
PFFD Stock Details
PFFD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-1,305
Closed
-$25.4K
–
339
2025
Q3
$25.4K
Sell
1,305
-2,000
-61%
-$38.6K
0.02%
318
2025
Q2
$62.2K
Sell
3,305
-2,900
-47%
-$54K
0.04%
217
2025
Q1
$118K
Sell
6,205
-100
-2%
-$1.96K
0.09%
143
2024
Q4
$123K
Hold
6,305
–
–
0.09%
139
2024
Q3
$131K
Buy
+6,305
New
+$127K
0.09%
143
2024
Q2
–
Sell
-7,405
Closed
-$149K
–
352
2024
Q1
$149K
Buy
+7,405
New
+$148K
0.11%
138
2023
Q4
–
Sell
-18,458
Closed
-$347K
–
115
2023
Q3
$347K
Buy
18,458
+26
+0.1%
+$497
0.38%
62
2023
Q2
$357K
Sell
18,432
-1,374
-7%
-$26.6K
0.38%
61
2023
Q1
$395K
Sell
19,806
-2,341
-11%
-$48.1K
0.44%
63
2022
Q4
$429K
Sell
22,147
-17,554
-44%
-$350K
0.49%
60
2022
Q3
$842K
Sell
39,701
-978
-2%
-$21.1K
0.97%
35
2022
Q2
$956K
Hold
40,679
–
–
0.93%
37
2022
Q1
$956K
Sell
40,679
-3,274
-7%
-$78.4K
0.79%
37
2021
Q4
$1.13M
Buy
43,953
+12
+0%
+$307
0.9%
28
2021
Q3
$1.15M
Hold
43,941
–
–
1.18%
27
2021
Q2
$1.15M
Buy
43,941
+418
+1%
+$10.8K
1.18%
27
2021
Q1
$1.11M
Buy
43,523
+2,618
+6%
+$66.4K
1.28%
23
2020
Q4
$1.05M
Buy
+40,905
New
+$1.04M
1.22%
23
Other funds holding PFFD
OWM
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$5.27B AUM
16.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
NYLIM
New York Life Investment Management
New York
$11.8B AUM
23.45%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance
Tokyo, Japan
$1.53B AUM
29.94%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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