IWM
FFC

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 		$379 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return