Wealth Enhancement Advisory Services’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$301K	Sell	20,611 -10,350	-33%	-$165K	﹤0.01%	3340
2026 Q2	$503K	Sell	30,961 -16,500	-35%	-$264K	﹤0.01%	2678
2026 Q1	$741K	Sell	47,461 -8,320	-15%	-$136K	﹤0.01%	2024
2025 Q4	$922K	Buy	55,781 +3,700	+7%	+$61.6K	﹤0.01%	2016
2025 Q3	$875K	Buy	52,081 +1,840	+4%	+$30.3K	﹤0.01%	1948
2025 Q2	$832K	Sell	50,241 -1,174	-2%	-$18.2K	﹤0.01%	1863
2025 Q1	$819K	Hold	51,415	–	–	﹤0.01%	1709
2024 Q4	$798K	Sell	51,415 -18,380	-26%	-$293K	﹤0.01%	1680
2024 Q3	$1.15M	Buy	69,795 +13,635	+24%	+$210K	﹤0.01%	1317
2024 Q2	$831K	Buy	56,160 +9,325	+20%	+$135K	﹤0.01%	1366
2024 Q1	$696K	Buy	46,835 +3,180	+7%	+$45.8K	﹤0.01%	1401
2023 Q4	$607K	Buy	43,655 +3,819	+10%	+$50.3K	﹤0.01%	1398
2023 Q3	$517K	Buy	+39,836	New	+$537K	﹤0.01%	1408

Other funds holding FFC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's FFC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 33% in Q3 2026, selling an estimated $165K and leaving 20,611 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #3340.

Wealth Enhancement Advisory Services first reported a position in FFC in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q3 2024. 66 funds tracked by Wall St. Rank hold FFC as of Q3 2026.

Wealth Enhancement Advisory Services held 20,611 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $301K as of Q3 2026.
Wealth Enhancement Advisory Services sold 10,350 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2026, an estimated $165K.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3340 holding.
Wealth Enhancement Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.15M in Q3 2024.
66 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.