AC
DFP

AlphaCore Capital’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

AlphaCore Capital’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 		$725K Sell
36,142
-1,007
-3% -$21.3K 0.02% 456
2025
Q4 		$772K Sell
37,149
-2,355
-6% -$50.2K 0.02% 484
2025
Q3 		$855K Buy
39,504
+21
+0.1% +$442 0.03% 330
2025
Q2 		$811K Buy
39,483
+4,832
+14% +$96.3K 0.03% 288
2025
Q1 		$701K Buy
+34,651
New +$707K 0.06% 215

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

AlphaCore Capital's DFP Position: Q1 2026 in Review

AlphaCore Capital reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 2.7% in Q1 2026, selling an estimated $21.3K and leaving 36,142 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #456.

AlphaCore Capital first reported a position in DFP in Q1 2025 and has held it in 5 quarters since. The position peaked at $855K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • AlphaCore Capital held 36,142 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $725K as of Q1 2026.
  • AlphaCore Capital sold 1,007 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $21.3K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.02% of AlphaCore Capital's portfolio in Q1 2026, its #456 holding.
  • AlphaCore Capital first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $855K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.