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Disclosery

XFFCX FLAHERTY & CRUMRIN PFD & INM

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COM (fund)

115 managers (115 13F filers) reported a position in XFFCX shares at 2025-03-31, 9,706,863 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
115
13F filers
115
New
8
Added
37
Reduced
37
Sold out
11
Shares held by filers
9,706,863

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,027,275$16.4M<0.01%+154,75913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.680,579$10.8M<0.01%-29,81213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY573,012$9.13M<0.01%-84,35713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.572,296$9.12M0.02%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC431,807$6.88M<0.01%+70,71613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/414,125$6.6M<0.01%+2,84913F-HRTimelineGroup
1607 Capital Partners, LLC366,550$5.84M0.47%+56,30013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.355,738$5.67M1.93%-12,48713F-HRTimeline
Csenge Advisory Group340,559$5.13M0.29%+94,30613F-HRTimeline
LPL Financial LLC305,114$4.86M<0.01%-18,40013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC286,058$4.56M<0.01%+10,24113F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC274,282$4.37M0.1%013F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC223,778$3.55M0.09%-117,39313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.218,569$3.48M0.15%+34,35513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,165$3.27M<0.01%+4,57813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP192,633$3.07M<0.01%+30,28013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC187,604$2.99M<0.01%-2,57213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163,821$2.61M<0.01%+7,12113F-HR/ATimelineGroup
Gridiron Partners, LLC147,931$2.36M1.51%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.144,283$2.3M<0.01%+4,10413F-HRTimelineGroup
UBS Group AGin group UBS Group AG129,031$2.06M<0.01%+24,26013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,727$2.03M<0.01%+15,25913F-HRTimelineGroup
Sowell Financial Services LLC127,485$2.03M0.09%-46813F-HRTimeline
Family Firm, Inc.126,075$2.01M0.45%+1,92113F-HRTimeline
Elevated Capital Advisors, LLC122,242$1.95M0.55%-11,67613F-HRTimeline
Cetera Investment Advisers117,333$1.87M<0.01%-1,61813F-HRTimeline
Smith Asset Management Co., LLC107,539$1.5M1.41%+1,45813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth91,632$1.46M<0.01%+1,95013F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC87,962$1.4M0.02%-2,06213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC74,758$1.19M0.01%+11,33113F-HRTimelineGroup
Noble Wealth Management PBC70,150$1.12M0.76%-70013F-HRTimeline
Federation des caisses Desjardins du Qu…66,876$1.07M0.01%-21,33113F-HRTimeline
Compound Planning, Inc.66,025$1.05M0.05%013F-HRTimeline
BARD ASSOCIATES INC63,843$1.02M0.38%013F-HRTimeline
Mountain Capital Investment Advisors In…62,958$954K0.2%-26,18113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…58,204$927K<0.01%+3,56013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…55,882$890K<0.01%013F-HRTimelineGroup
Everstar Asset Management, LLC52,700$840K0.56%013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,415$819K<0.01%013F-HRTimeline
CHOREO, LLC51,130$815K0.01%-8913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC46,895$747K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,376$627K<0.01%-17,64513F-HRTimeline
Consolidated Portfolio Review Corp39,168$624K0.1%-1,81113F-HRTimeline
Western Wealth Management, LLC38,856$619K0.04%-63413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC33,700$537K0.37%-20013F-HRTimeline
WEDBUSH SECURITIES INC26,647$424K0.02%-79413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC25,277$403K0.05%+1,81013F-HRTimeline
Jacobi Capital Management LLC24,460$390K0.03%+1,20013F-HRTimeline
Matisse Capital23,907$381K0.2%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC22,773$363K<0.01%-91113F-HRTimelineGroup
Whitener Capital Management, Inc.21,840$348K0.1%-3,34013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC21,615$344K0.02%-49,32713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,324$340K<0.01%-18,52713F-HRTimelineGroup
Sage Capital Advisors,llc21,171$337K0.09%-2,13013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,033$319K0.01%+49613F-HRTimelineGroup
SMITH, MOORE & CO.19,439$310K0.03%+2,37513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.18,221$290K0.23%+11813F-HRTimeline
Alpha Cubed Investments, LLC18,076$288K0.01%013F-HRTimeline
Janney Montgomery Scott LLC17,631$281K<0.01%+1,79013F-HRTimeline
Atria Wealth Solutions, Inc.17,208$274K<0.01%-2,07513F-HRTimeline
NewEdge Advisors, LLC17,095$272K<0.01%-32413F-HRTimeline
HighTower Advisors, LLC16,562$264K<0.01%-55,69213F-HRTimeline
Pines Wealth Management, LLC17,884$262K0.12%+3,87113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC16,293$260K<0.01%+33413F-HRTimelineGroup
Private Advisor Group, LLC15,798$252K<0.01%-60513F-HRTimeline
MML INVESTORS SERVICES, LLC15,464$246K<0.01%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC15,388$245K0.11%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC15,113$241K0.1%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,685$236K<0.01%-94613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,349$229K0.02%+1313F-HRTimeline
FMR LLCin group FMR LLC13,465$214K<0.01%new13F-HRTimelineGroup
Prairie Wealth Advisors, Inc.12,800$204K0.1%+10013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,550$200K0.01%013F-HRTimeline
DF DENT & CO INC12,298$196K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC12,275$196K<0.01%-4,20013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,912$190K<0.01%-27,28413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,773$188K0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,694$186K<0.01%+4913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,262$179K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…9,573$153K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.9,515$152K<0.01%+5,70513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,401$150K<0.01%-7,05513F-HRTimelineGroup
COMERICA BANK8,615$137K<0.01%+3,54813F-HRTimeline
GPS Wealth Strategies Group, LLC5,350$85.2K0.01%+18613F-HRTimeline
Parallel Advisors, LLC5,160$82.2K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC5,000$79.7K0.06%-15013F-HRTimeline
MATHER GROUP, LLC.4,617$73.6K<0.01%+92813F-HRTimeline
Allworth Financial LP4,218$63.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,000$63.7K<0.01%013F-HRTimeline
IFP Advisors, Inc3,500$55.8K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO3,110$49.5K0.03%-1513F-HRTimeline
Sound Income Strategies, LLC2,935$46.8K<0.01%+10013F-HRTimeline
CoreCap Advisors, LLC2,800$44.6K<0.01%+50013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,531$40K<0.01%013F-HRTimelineGroup
MAI Capital Management2,400$38.2K<0.01%-4713F-HRTimeline
PRIVATE TRUST CO NA2,100$33.5K<0.01%-8,34513F-HRTimeline
North Star Investment Management Corp.2,098$33.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,558$25K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,550$24.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,110$17.7K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.970$15.5K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.918$14.6K<0.01%+1613F-HRTimeline
Anderson Financial Strategies, LLC943$13.7K0.01%new13F-HRTimeline
EASTERN BANK800$12.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP700$11.2K<0.01%new13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC522$8.31K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…500$7.96K<0.01%013F-HRTimeline
Elequin Capital, LP389$6.2K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.350$5.58K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.315$5K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.251$4K<0.01%-24213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…237$3.77K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.218$3.47K<0.01%+413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.186$2.96K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.