JWA
FFC

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

JFS Wealth 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 		$1.65K Buy
+101
New +$1.61K ﹤0.01% 1667
2016
Q1 		– Sell
-800
Closed -$16K – 639
2015
Q4 		$16K Hold
800
– – ﹤0.01% 343
2015
Q3 		$15K Buy
+800
New +$15K 0.01% 299

Other funds holding FFC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

JFS Wealth Advisors's FFC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2026: 101 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #1667 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FFC as recently as Q4 2015.

JFS Wealth Advisors first reported a position in FFC in Q3 2015 and has held it in 3 quarters since. The position peaked at $16K in Q4 2015. 16 funds tracked by Wall St. Rank hold FFC as of Q2 2026.

  • JFS Wealth Advisors held 101 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $1.65K as of Q2 2026.
  • Flaherty & Crumrine Preferred and Income Securities Fund was a new JFS Wealth Advisors position in Q2 2026.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1667 holding.
  • JFS Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2015 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $16K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.