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

SFI 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
2025 Q1	–	Sell	-20,479	Closed	-$318K	–	78
2024 Q4	$318K	Buy	20,479 +9,972	+95%	+$159K	0.22%	62
2024 Q3	$172K	Hold	10,507	–	–	0.12%	69
2024 Q2	$155K	Hold	10,507	–	–	0.12%	68
2024 Q1	$156K	Hold	10,507	–	–	0.12%	69
2023 Q4	$146K	Sell	10,507 -569	-5%	-$7.49K	0.12%	87
2023 Q3	$144K	Hold	11,076	–	–	0.14%	71
2023 Q2	$152K	Hold	11,076	–	–	0.14%	64
2023 Q1	$153K	Sell	11,076 -1,156	-9%	-$18.4K	0.15%	61
2022 Q4	$184K	Buy	12,232 +1,156	+10%	+$17.6K	0.2%	66
2022 Q3	$164K	Hold	11,076	–	–	0.19%	55
2022 Q2	$185K	Hold	11,076	–	–	0.21%	51
2022 Q1	$217K	Hold	11,076	–	–	0.13%	54
2021 Q4	$237K	Buy	+11,076	New	+$244K	0.21%	47

Other funds holding FFC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

CAG

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

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

SFI Advisors's FFC Position: Q1 2025 in Review

SFI Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2025, closing a stake of 20,479 shares — an estimated $318K sold.

SFI Advisors first reported a position in FFC in Q4 2021 and held it in 13 quarters. The position peaked at $318K in Q4 2024. 114 funds tracked by Wall St. Rank hold FFC as of Q1 2025.

SFI Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2025 after selling out during the quarter.
SFI Advisors sold 20,479 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2025, an estimated $318K.
SFI Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2021 and held it in 13 quarters.
SFI Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $318K in Q4 2024.
114 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2025.

Based on SFI Advisors's 13F filing for Q1 2025, filed 13 May 2025.