Atria Wealth Solutions’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-10,711	Closed	-$217K	–	1550
2025 Q1	$217K	Hold	10,711	–	–	﹤0.01%	1672
2024 Q4	$214K	Sell	10,711 -693	-6%	-$14.3K	﹤0.01%	1795
2024 Q3	$245K	Hold	11,404	–	–	﹤0.01%	1641
2024 Q2	$219K	Sell	11,404 -2,234	-16%	-$41.6K	﹤0.01%	1708
2024 Q1	$261K	Sell	13,638 -2,333	-15%	-$43.3K	﹤0.01%	1649
2023 Q4	$283K	Sell	15,971 -190	-1%	-$3.2K	﹤0.01%	1535
2023 Q3	$271K	Sell	16,161 -443	-3%	-$7.76K	﹤0.01%	1480
2023 Q2	$289K	Sell	16,604 -3,762	-18%	-$65.9K	﹤0.01%	1470
2023 Q1	$370K	Sell	20,366 -2,058	-9%	-$40.7K	0.01%	1306
2022 Q4	$420K	Sell	22,424 -2,962	-12%	-$56.6K	0.01%	1175
2022 Q3	$484K	Sell	25,386 -11,916	-32%	-$256K	0.01%	1039
2022 Q2	$802K	Sell	37,302 -8,422	-18%	-$195K	0.02%	793
2022 Q1	$1.19M	Buy	+45,724	New	+$1.2M	0.02%	660

Other funds holding DFP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's DFP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2025, closing a stake of 10,711 shares — an estimated $217K sold.

Atria Wealth Solutions first reported a position in DFP in Q1 2022 and held it in 13 quarters. The position peaked at $1.19M in Q1 2022. 75 funds tracked by Wall St. Rank hold DFP as of Q2 2025.

Atria Wealth Solutions reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,711 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2025, an estimated $217K.
Atria Wealth Solutions first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.19M in Q1 2022.
75 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.