FLAHERTY&CRMN PFD SEC INCOM's ticker is FFC and the CUSIP is 338478100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,872 | -5.6% | 12,095 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $166,185 | +11.1% | 12,095 | +11.9% | 0.02% | +5.6% |
| Q1 2023 | $149,541 | -1.7% | 10,805 | +6.7% | 0.02% | -5.3% |
| Q4 2022 | $152,153 | -4.3% | 10,130 | -5.5% | 0.02% | -13.6% |
| Q3 2022 | $159,000 | +2171.4% | 10,724 | +3416.1% | 0.02% | +2100.0% |
| Q3 2021 | $7,000 | 0.0% | 305 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -93.8% | 300 | -94.9% | 0.00% | -96.9% |
| Q2 2018 | $112,000 | -22.8% | 5,927 | -23.1% | 0.03% | -25.6% |
| Q1 2018 | $145,000 | -16.7% | 7,710 | -10.6% | 0.04% | -23.2% |
| Q4 2017 | $174,000 | -26.3% | 8,626 | -22.2% | 0.06% | -30.0% |
| Q3 2017 | $236,000 | +3.1% | 11,092 | +6.9% | 0.08% | -10.1% |
| Q2 2017 | $229,000 | – | 10,380 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Affiance Financial, LLC | 356,969 | $5,972,000 | 3.95% |
| American Financial Advisors, LLC | 620,064 | $10,374,000 | 2.27% |
| Oxbow Advisors, LLC | 364,798 | $6,103,000 | 0.82% |
| Family Firm, Inc. | 103,299 | $1,728,000 | 0.69% |
| NWAM LLC | 158,679 | $2,655,000 | 0.68% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,900 | $684,000 | 0.58% |
| Aevitas Wealth Management, Inc. | 30,072 | $503,000 | 0.51% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 83,512 | $1,397,000 | 0.51% |
| Advisory Resource Group | 47,818 | $800,000 | 0.49% |
| Covington Capital Management | 414,897 | $6,941,000 | 0.48% |