AF
DFP

Advisornet Financial’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Advisornet Financial’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Buy
5,272
+1,022
+24% +$21.6K 0.01% 803
2025
Q4 		$88.4K Hold
4,250
– – ﹤0.01% 860
2025
Q3 		$92K Hold
4,250
– – 0.01% 815
2025
Q2 		$87.3K Buy
+4,250
New +$84.7K 0.01% 801
2022
Q1 		– Sell
-15,235
Closed -$423K – 2032
2021
Q4 		$423K Sell
15,235
-400
-3% -$11.3K 0.03% 428
2021
Q3 		$450K Sell
15,635
-245
-2% -$7.2K 0.03% 384
2021
Q2 		$465K Hold
15,880
– – 0.03% 396
2021
Q1 		$478K Hold
15,880
– – 0.03% 373
2020
Q4 		$461K Buy
15,880
+535
+3% +$15K 0.04% 360
2020
Q3 		$419K Hold
15,345
– – 0.04% 364
2020
Q2 		$373K Sell
15,345
-4,150
-21% -$98.9K 0.03% 392
2020
Q1 		$394K Buy
19,495
+4,150
+27% +$104K 0.04% 356
2019
Q4 		$411K Buy
15,345
+800
+6% +$21K 0.03% 366
2019
Q3 		$380K Sell
14,545
-100
-0.7% -$2.56K 0.03% 379
2019
Q2 		$367K Hold
14,645
– – 0.04% 358
2019
Q1 		$348K Buy
14,645
+500
+4% +$11.4K 0.04% 340
2018
Q4 		$288K Buy
14,145
+2,400
+20% +$51.5K 0.04% 346
2018
Q3 		$272K Sell
11,745
-500
-4% -$12.1K 0.03% 365
2018
Q2 		$287K Buy
12,245
+3,255
+36% +$76.7K 0.04% 325
2018
Q1 		$217K Buy
8,990
+7,990
+799% +$200K 0.03% 380
2017
Q4 		$27K Buy
+1,000
New +$26.5K ﹤0.01% 798

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's DFP Position: Q1 2026 in Review

Advisornet Financial increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 24% in Q1 2026, buying an estimated $21.6K and bringing the position to 5,272 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #803.

Advisornet Financial first reported a position in DFP in Q4 2017 and has held it in 21 quarters since. The position peaked at $478K in Q1 2021. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Advisornet Financial held 5,272 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $106K as of Q1 2026.
  • Advisornet Financial bought 1,022 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $21.6K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #803 holding.
  • Advisornet Financial first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2017 and has held it in 21 quarters since.
  • Advisornet Financial's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $478K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.