American Portfolios Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

American Portfolios Advisors’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
2022 Q3	$7.06K	Hold	372	–	–	﹤0.01%	2668
2022 Q2	$7.99K	Sell	372 -200	-35%	-$4.63K	﹤0.01%	2657
2022 Q1	$14.9K	Hold	572	–	–	﹤0.01%	2510
2021 Q4	$15.9K	Hold	572	–	–	﹤0.01%	2420
2021 Q3	$16.5K	Hold	572	–	–	﹤0.01%	2363
2021 Q2	$16.7K	Buy	572 +372	+186%	+$11.1K	﹤0.01%	2288
2021 Q1	$6.02K	Hold	200	–	–	﹤0.01%	2628
2020 Q4	$5.81K	Hold	200	–	–	﹤0.01%	2350
2020 Q3	$5.46K	Hold	200	–	–	﹤0.01%	2243
2020 Q2	$4.87K	Hold	200	–	–	﹤0.01%	2253
2020 Q1	$4.05K	Hold	200	–	–	﹤0.01%	2179
2019 Q4	$5.35K	Hold	200	–	–	﹤0.01%	2251
2019 Q3	$5.22K	Sell	200 -344	-63%	-$8.79K	﹤0.01%	2178
2019 Q2	$13.6K	Buy	544 +6	+1%	+$146	﹤0.01%	1804
2019 Q1	$12.8K	Sell	538 -993	-65%	-$22.7K	﹤0.01%	1736
2018 Q4	$31.2K	Buy	1,531 +1,006	+192%	+$21.6K	﹤0.01%	1212
2018 Q3	$12.2K	Buy	525 +6	+1%	+$145	﹤0.01%	1677
2018 Q2	$12.2K	Buy	519 +6	+1%	+$141	﹤0.01%	1649
2018 Q1	$12.4K	Buy	513 +206	+67%	+$5.15K	﹤0.01%	1559
2017 Q4	$8.19K	Buy	+307	New	+$8.14K	﹤0.01%	1634

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

American Portfolios Advisors's DFP Position: Q3 2022 in Review

American Portfolios Advisors held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q3 2022 at 372 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

American Portfolios Advisors first reported a position in DFP in Q4 2017 and has held it in 20 quarters since. The position peaked at $31.2K in Q4 2018. 54 funds tracked by Wall St. Rank hold DFP as of Q3 2022.

American Portfolios Advisors held 372 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $7.06K as of Q3 2022.
American Portfolios Advisors left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q3 2022.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2668 holding.
American Portfolios Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $31.2K in Q4 2018.
54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.