IFP Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

IFP Advisors’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	$57K	Hold	3,500	–	–	﹤0.01%	2323
2026 Q1	$54.2K	Hold	3,500	–	–	﹤0.01%	2195
2025 Q4	$57.8K	Hold	3,500	–	–	﹤0.01%	2109
2025 Q3	$59.1K	Hold	3,500	–	–	﹤0.01%	1989
2025 Q2	$57K	Hold	3,500	–	–	﹤0.01%	1980
2025 Q1	$55.8K	Hold	3,500	–	–	﹤0.01%	1847
2024 Q4	$54.4K	Hold	3,500	–	–	﹤0.01%	1787
2024 Q3	$57.4K	Hold	3,500	–	–	﹤0.01%	1668
2024 Q2	$51.8K	Hold	3,500	–	–	﹤0.01%	1663
2024 Q1	$52K	Buy	+3,500	New	+$50.4K	﹤0.01%	1574
2023 Q2	–	Sell	-699	Closed	-$13.1K	–	3488
2023 Q1	$13.1K	Hold	699	–	–	﹤0.01%	2188
2022 Q4	$13K	Sell	699 -878	-56%	-$13.3K	﹤0.01%	3199
2022 Q3	$29K	Hold	1,577	–	–	﹤0.01%	2791
2022 Q2	$29K	Hold	1,577	–	–	﹤0.01%	2547
2022 Q1	$29K	Buy	+1,577	New	+$31.4K	﹤0.01%	2547
2019 Q1	$15K	Buy	800 +101	+14%	+$1.85K	﹤0.01%	1446
2018 Q4	$12K	Hold	699	–	–	﹤0.01%	2406
2018 Q3	$13K	Sell	699 -5,950	-89%	-$113K	﹤0.01%	2694
2018 Q2	$126K	Sell	6,649 -498	-7%	-$9.31K	0.01%	1348
2018 Q1	$146K	Hold	7,147	–	–	0.01%	1149
2017 Q4	$146K	Hold	7,147	–	–	0.01%	1155
2017 Q3	$153K	Sell	7,147 -1,688	-19%	-$35.9K	0.01%	1308
2017 Q2	$194K	Sell	8,835 -6,043	-41%	-$128K	0.01%	1142
2017 Q1	$306K	Buy	14,878 +699	+5%	+$13.9K	0.01%	896
2016 Q4	$267K	Hold	14,179	–	–	0.01%	906
2016 Q3	$295K	Sell	14,179 -3,000	-17%	-$64.5K	0.02%	817
2016 Q2	$372K	Buy	17,179 +16,379	+2,047%	+$341K	0.02%	665
2016 Q1	$15K	Sell	800 -9,886	-93%	-$195K	﹤0.01%	1445
2015 Q4	$214K	Buy	+10,686	New	+$212K	0.01%	808

Other funds holding FFC

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

SIA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

HWAM

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's FFC Position: Q2 2026 in Review

IFP Advisors held its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) position steady in Q2 2026 at 3,500 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

IFP Advisors first reported a position in FFC in Q4 2015 and has held it in 29 quarters since. The position peaked at $372K in Q2 2016. 111 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

IFP Advisors held 3,500 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $57K as of Q2 2026.
IFP Advisors left its Flaherty & Crumrine Preferred and Income Securities Fund share count unchanged in Q2 2026.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2323 holding.
IFP Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2015 and has held it in 29 quarters since.
IFP Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $372K in Q2 2016.
111 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.