Whitener Capital Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Whitener Capital 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
2026 Q2	$417K	Buy	25,585 +800	+3%	+$12.8K	0.09%	139
2026 Q1	$384K	Buy	24,785 +1,000	+4%	+$16.4K	0.09%	137
2025 Q4	$393K	Hold	23,785	–	–	0.09%	129
2025 Q3	$402K	Hold	23,785	–	–	0.1%	124
2025 Q2	$387K	Buy	23,785 +1,945	+9%	+$30.2K	0.1%	123
2025 Q1	$348K	Sell	21,840 -3,340	-13%	-$53.3K	0.1%	126
2024 Q4	$391K	Buy	25,180 +400	+2%	+$6.38K	0.11%	116
2024 Q3	$407K	Hold	24,780	–	–	0.12%	113
2024 Q2	$366K	Buy	24,780 +5,400	+28%	+$77.9K	0.11%	116
2024 Q1	$288K	Buy	19,380 +1,900	+11%	+$27.4K	0.09%	127
2023 Q4	$243K	Buy	17,480 +6,240	+56%	+$82.1K	0.09%	128
2023 Q3	$146K	Buy	+11,240	New	+$152K	0.06%	142

Other funds holding FFC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return