Arkadios Wealth Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-84	Closed	-$2K	–	851
2021 Q3	$2K	Sell	84 -628	-88%	-$18.5K	﹤0.01%	1737
2021 Q2	$20K	Buy	712 +572	+409%	+$17.1K	﹤0.01%	1281
2021 Q1	$4K	Sell	140 -57	-29%	-$1.67K	﹤0.01%	1406
2020 Q4	$5K	Buy	+197	New	+$5.54K	﹤0.01%	1112

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

RJFSA

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

PAG

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

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

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

Arkadios Wealth Advisors's DFP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2021, closing a stake of 84 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in DFP in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 64 funds tracked by Wall St. Rank hold DFP as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 84 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $20K in Q2 2021.
64 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.