FLAHERTY&CRMN PFD SEC INCOM's ticker is FFC and the CUSIP is 338478100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,254,704 | +145.1% | 96,739 | +159.7% | 0.01% | +133.3% |
| Q2 2023 | $511,828 | +10.8% | 37,251 | +11.6% | 0.01% | +20.0% |
| Q1 2023 | $461,826 | -18.4% | 33,369 | -11.5% | 0.01% | -16.7% |
| Q4 2022 | $566,193 | -9.0% | 37,696 | +31.5% | 0.01% | 0.0% |
| Q4 2021 | $622,000 | -31.0% | 28,673 | -29.2% | 0.01% | -25.0% |
| Q3 2021 | $902,000 | +415.4% | 40,509 | +423.9% | 0.01% | +700.0% |
| Q2 2021 | $175,000 | +548.1% | 7,732 | +407.3% | 0.00% | – |
| Q3 2018 | $27,000 | -99.1% | 1,524 | -99.0% | 0.00% | -100.0% |
| Q1 2018 | $2,966,000 | +824.0% | 156,116 | +893.4% | 0.04% | +1166.7% |
| Q4 2017 | $321,000 | +241.5% | 15,715 | +211.1% | 0.00% | +50.0% |
| Q2 2015 | $94,000 | -77.2% | 5,052 | -77.1% | 0.00% | -81.8% |
| Q2 2013 | $413,000 | – | 22,061 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Affiance Financial, LLC | 373,069 | $7,055,000 | 4.44% |
| Elevated Capital Advisors, LLC | 135,011 | $2,391,000 | 1.58% |
| Oxbow Advisors, LLC | 368,074 | $6,960,000 | 0.85% |
| American Financial Advisors, LLC | 171,984 | $3,252,000 | 0.66% |
| NWAM LLC | 158,964 | $3,006,000 | 0.65% |
| Family Firm, Inc. | 90,201 | $1,706,000 | 0.62% |
| Advisory Resource Group | 49,328 | $965,000 | 0.54% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,750 | $769,000 | 0.51% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 83,512 | $1,579,000 | 0.49% |
| Covington Capital Management | 415,407 | $7,855,000 | 0.49% |