MCIA
FFC

Mountain Capital Investment Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Mountain Capital Investment 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 		$1.05M Sell
64,483
-170
-0.3% -$2.72K 0.15% 23
2026
Q1 		$1.04M Buy
64,653
+820
+1% +$13.4K 0.15% 21
2025
Q4 		$1.06M Buy
63,833
+441
+0.7% +$7.34K 0.17% 21
2025
Q3 		$1.07M Buy
63,392
+468
+0.7% +$7.7K 0.19% 22
2025
Q2 		$1.03M Sell
62,924
-34
-0.1% -$528 0.2% 21
2025
Q1 		$954K Sell
62,958
-26,181
-29% -$418K 0.2% 22
2024
Q4 		$1.41M Buy
89,139
+142
+0.2% +$2.27K 0.29% 18
2024
Q3 		$1.41M Buy
88,997
+22,237
+33% +$343K 0.31% 17
2024
Q2 		$991K Buy
66,760
+1,008
+2% +$14.5K 0.25% 17
2024
Q1 		$956K Buy
65,752
+1,893
+3% +$27.3K 0.27% 16
2023
Q4 		$894K Buy
63,859
+233
+0.4% +$3.07K 0.3% 24
2023
Q3 		$838K Sell
63,626
-1,213
-2% -$16.4K 0.31% 27
2023
Q2 		$886K Buy
64,839
+4,598
+8% +$63.1K 0.33% 46
2023
Q1 		$880K Buy
60,241
+9,664
+19% +$153K 0.39% 48
2022
Q4 		$820K Buy
50,577
+2,745
+6% +$41.7K 0.37% 57
2022
Q3 		$705K Buy
47,832
+27,007
+130% +$459K 0.37% 70
2022
Q2 		$354K Buy
+20,825
New +$377K 0.18% 69

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 $219M AUM 16.47% 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 $59.6B 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 $481M 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
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return