Q1WB
FFC

Quest 10 Wealth Builders’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Quest 10 Wealth Builders’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
2025
Q1 		– Sell
-98
Closed -$1.52K – 794
2024
Q4 		$1.52K Buy
+98
New +$1.56K ﹤0.01% 622

Other funds holding FFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quest 10 Wealth Builders's FFC Position: Q1 2025 in Review

Quest 10 Wealth Builders sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2025, closing a stake of 98 shares — an estimated $1.52K sold.

Quest 10 Wealth Builders first reported a position in FFC in Q4 2024 and held it in 1 quarter. The position peaked at $1.52K in Q4 2024. 114 funds tracked by Wall St. Rank hold FFC as of Q1 2025.

  • Quest 10 Wealth Builders reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 98 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2025, an estimated $1.52K.
  • Quest 10 Wealth Builders first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2024 and held it in 1 quarter.
  • Quest 10 Wealth Builders's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.52K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2025, filed 1 May 2025.