Capital Analysts LLC’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Capital Analysts LLC’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	$686K	Sell	34,194 -207	-0.6%	-$4.38K	0.02%	394
2025 Q4	$715K	Buy	34,401 +3,280	+11%	+$70K	0.02%	365
2025 Q3	$673K	Sell	31,121 -1,092	-3%	-$23K	0.02%	374
2025 Q2	$661K	Sell	32,213 -1,375	-4%	-$27.4K	0.02%	343
2025 Q1	$680K	Sell	33,588 -1,905	-5%	-$38.9K	0.03%	319
2024 Q4	$708K	Buy	35,493 +3,156	+10%	+$65K	0.03%	287
2024 Q3	$695K	Sell	32,337 -11,808	-27%	-$237K	0.03%	284
2024 Q2	$848K	Buy	44,145 +1,761	+4%	+$32.8K	0.04%	268
2024 Q1	$813K	Buy	42,384 +6,213	+17%	+$115K	0.04%	264
2023 Q4	$642K	Buy	36,171 +21,572	+148%	+$363K	0.03%	283
2023 Q3	$245K	Buy	+14,599	New	+$256K	0.01%	371

Other funds holding DFP

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Capital Analysts LLC's DFP Position: Q1 2026 in Review

Capital Analysts LLC reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.6% in Q1 2026, selling an estimated $4.38K and leaving 34,194 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #394.

Capital Analysts LLC first reported a position in DFP in Q3 2023 and has held it in 11 quarters since. The position peaked at $848K in Q2 2024. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Capital Analysts LLC held 34,194 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $686K as of Q1 2026.
Capital Analysts LLC sold 207 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $4.38K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #394 holding.
Capital Analysts LLC first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2023 and has held it in 11 quarters since.
Capital Analysts LLC's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $848K in Q2 2024.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.