Householder Group Estate & Retirement Specialist’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-59	Closed	–	–	755
2024 Q3	$0	Buy	+59	New	+$910	﹤0.01%	1212
2024 Q2	–	Sell	-59	Closed	-$876	–	1242
2024 Q1	$876	Hold	59	–	–	﹤0.01%	1123
2023 Q4	$0	Hold	59	–	–	﹤0.01%	1198
2023 Q3	$765	Buy	+59	New	+$796	﹤0.01%	1162
2023 Q1	$1K	Buy	+59	New	+$937	﹤0.01%	1140
2022 Q4	–	Sell	-59	Closed	–	–	563
2022 Q3	$0	Buy	+59	New	+$1K	﹤0.01%	1127

Other funds holding FFC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FFC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2024, closing a stake of 59 shares.

Householder Group Estate & Retirement Specialist first reported a position in FFC in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2023. 118 funds tracked by Wall St. Rank hold FFC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 59 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1K in Q1 2023.
118 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.