Cambridge Investment Research Advisors
DFP

Cambridge Investment Research Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$1.82M Sell
90,714
-3,347
-4% -$70.9K ﹤0.01% 1662
2025
Q4 		$1.96M Buy
94,061
+4,269
+5% +$91.1K 0.01% 1541
2025
Q3 		$1.94M Buy
89,792
+275
+0.3% +$5.78K 0.01% 1528
2025
Q2 		$1.84M Buy
89,517
+3,272
+4% +$65.2K 0.01% 1489
2025
Q1 		$1.75M Sell
86,245
-2,514
-3% -$51.3K 0.01% 1438
2024
Q4 		$1.77M Buy
88,759
+1,532
+2% +$31.5K 0.01% 1445
2024
Q3 		$1.88M Buy
87,227
+449
+0.5% +$9.03K 0.01% 1398
2024
Q2 		$1.67M Sell
86,778
-73
-0.1% -$1.36K 0.01% 1418
2024
Q1 		$1.67M Buy
86,851
+4,686
+6% +$87.1K 0.01% 1385
2023
Q4 		$1.46M Buy
82,165
+4,907
+6% +$82.7K 0.01% 1409
2023
Q3 		$1.3M Buy
77,258
+5,120
+7% +$89.7K 0.01% 1409
2023
Q2 		$1.26M Buy
72,138
+13,688
+23% +$240K 0.01% 1457
2023
Q1 		$1.06M Sell
58,450
-1,346
-2% -$26.6K 0.01% 1537
2022
Q4 		$1.12M Buy
59,796
+11,267
+23% +$215K 0.01% 1447
2022
Q3 		$922K Sell
48,529
-7,214
-13% -$155K 0.01% 1533
2022
Q2 		$1.2M Sell
55,743
-605
-1% -$14K 0.01% 1345
2022
Q1 		$1.47M Buy
56,348
+6,117
+12% +$161K 0.01% 1324
2021
Q4 		$1.4M Buy
50,231
+1,323
+3% +$37.3K 0.01% 1367
2021
Q3 		$1.41M Buy
48,908
+11,874
+32% +$349K 0.01% 1294
2021
Q2 		$1.08M Sell
37,034
-1,852
-5% -$55.4K 0.01% 1477
2021
Q1 		$1.17M Sell
38,886
-702
-2% -$20.6K 0.01% 1321
2020
Q4 		$1.15M Buy
39,588
+3,332
+9% +$93.6K 0.01% 1213
2020
Q3 		$990K Buy
36,256
+14,530
+67% +$380K 0.01% 1194
2020
Q2 		$529K Buy
21,726
+2,440
+13% +$58.1K ﹤0.01% 1515
2020
Q1 		$390K Sell
19,286
-18,706
-49% -$468K ﹤0.01% 1515
2019
Q4 		$1.02M Buy
37,992
+2,617
+7% +$68.8K 0.01% 1138
2019
Q3 		$923K Sell
35,375
-1,382
-4% -$35.3K 0.01% 1119
2019
Q2 		$920K Sell
36,757
-5,600
-13% -$136K 0.01% 1059
2019
Q1 		$1.01M Sell
42,357
-9,586
-18% -$219K 0.01% 1035
2018
Q4 		$1.06M Sell
51,943
-3,205
-6% -$68.7K 0.01% 904
2018
Q3 		$1.28M Sell
55,148
-2,906
-5% -$70.1K 0.01% 894
2018
Q2 		$1.36M Buy
58,054
+28,126
+94% +$662K 0.01% 811
2018
Q1 		$723K Buy
29,928
+10,129
+51% +$253K 0.01% 1122
2017
Q4 		$528K Buy
19,799
+701
+4% +$18.6K 0.01% 1295
2017
Q3 		$506K Sell
19,098
-849
-4% -$22.4K 0.01% 1252
2017
Q2 		$525K Buy
19,947
+3,396
+21% +$86.4K 0.01% 1175
2017
Q1 		$406K Buy
+16,551
New +$405K 0.01% 1179

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

Cambridge Investment Research Advisors's DFP Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 3.6% in Q1 2026, selling an estimated $70.9K and leaving 90,714 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Cambridge Investment Research Advisors first reported a position in DFP in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.96M in Q4 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Cambridge Investment Research Advisors held 90,714 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.82M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 3,347 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $70.9K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1662 holding.
  • Cambridge Investment Research Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2017 and has held it in 37 quarters since.
  • Cambridge Investment Research Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.96M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.