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

IHT 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
2023 Q2	–	Sell	-11,790	Closed	-$163K	–	986
2023 Q1	$163K	Buy	+11,790	New	+$187K	0.01%	877
2018 Q2	–	Sell	-2,400	Closed	-$45K	–	744
2018 Q1	$45K	Hold	2,400	–	–	0.01%	714
2017 Q4	$48K	Hold	2,400	–	–	0.01%	710
2017 Q3	$51K	Hold	2,400	–	–	0.02%	517
2017 Q2	$379K	Sell	2,400 -858	-26%	-$18.2K	0.18%	138
2017 Q1	$67K	Sell	3,258 -434	-12%	-$8.6K	0.04%	356
2016 Q4	$72K	Buy	+3,692	New	+$72.5K	0.05%	322

Other funds holding FFC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CAG

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

IHT Wealth Management's FFC Position: Q2 2023 in Review

IHT Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2023, closing a stake of 11,790 shares — an estimated $163K sold.

IHT Wealth Management first reported a position in FFC in Q4 2016 and held it in 7 quarters. The position peaked at $379K in Q2 2017. 95 funds tracked by Wall St. Rank hold FFC as of Q2 2023.

IHT Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 11,790 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2023, an estimated $163K.
IHT Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2016 and held it in 7 quarters.
IHT Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $379K in Q2 2017.
95 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.