SWA
FFC

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

Strategies 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
2024
Q4 		– Sell
-59,284
Closed -$973K – 127
2024
Q3 		$973K Buy
+59,284
New +$915K 0.13% 42

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Strategies Wealth Advisors's FFC Position: Q4 2024 in Review

Strategies Wealth Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2024, closing a stake of 59,284 shares — an estimated $973K sold.

Strategies Wealth Advisors first reported a position in FFC in Q3 2024 and held it in 1 quarter. The position peaked at $973K in Q3 2024. 118 funds tracked by Wall St. Rank hold FFC as of Q4 2024.

  • Strategies Wealth Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2024 after selling out during the quarter.
  • Strategies Wealth Advisors sold 59,284 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2024, an estimated $973K.
  • Strategies Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2024 and held it in 1 quarter.
  • Strategies Wealth Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $973K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2024.

Based on Strategies Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.