Tradition Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Tradition Wealth Management’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
2022 Q2	–	Sell	-362	Closed	-$7K	–	1101
2022 Q1	$7K	Buy	362 +6	+2%	+$119	﹤0.01%	966
2021 Q4	$8K	Buy	356 +6	+2%	+$132	﹤0.01%	955
2021 Q3	$8K	Buy	350 +6	+2%	+$137	﹤0.01%	950
2021 Q2	$8K	Buy	+344	New	+$7.86K	﹤0.01%	982
2021 Q1	–	Sell	-332	Closed	-$8K	–	869
2020 Q4	$8K	Buy	+332	New	+$7.36K	﹤0.01%	775

Other funds holding FFC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

Tradition Wealth Management's FFC Position: Q2 2022 in Review

Tradition Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2022, closing a stake of 362 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in FFC in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 101 funds tracked by Wall St. Rank hold FFC as of Q2 2022.

Tradition Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 362 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2022, an estimated $7K.
Tradition Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2020 and held it in 5 quarters.
Tradition Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $8K in Q4 2021.
101 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.