Ameritas Advisory Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Ameritas Advisory Services’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
2023 Q2	–	Sell	-250	Closed	-$4.49K	–	1005
2023 Q1	$4.49K	Buy	+250	New	+$4.94K	﹤0.01%	2182

Other funds holding DFP

RJA

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

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 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

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

RJFSA

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ameritas Advisory Services's DFP Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2023, closing a stake of 250 shares — an estimated $4.49K sold.

Ameritas Advisory Services first reported a position in DFP in Q1 2023 and held it in 1 quarter. The position peaked at $4.49K in Q1 2023. 60 funds tracked by Wall St. Rank hold DFP as of Q2 2023.

Ameritas Advisory Services reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 250 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2023, an estimated $4.49K.
Ameritas Advisory Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $4.49K in Q1 2023.
60 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.