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

Capital Investment 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	$516K	Buy	25,699 +9	+0%	+$191	0.01%	482
2025 Q4	$534K	Buy	+25,690	New	+$548K	0.01%	470
2015 Q2	–	Sell	-4,500	Closed	-$105K	–	413
2015 Q1	$105K	Buy	+4,500	New	+$105K	0.01%	403

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 Investment Advisors's DFP Position: Q1 2026 in Review

Capital Investment Advisors increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.04% in Q1 2026, buying an estimated $191 and bringing the position to 25,699 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #482.

Capital Investment Advisors first reported a position in DFP in Q1 2015 and has held it in 3 quarters since. The position peaked at $534K in Q4 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

Capital Investment Advisors held 25,699 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $516K as of Q1 2026.
Capital Investment Advisors bought 9 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $191.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #482 holding.
Capital Investment Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2015 and has held it in 3 quarters since.
Capital Investment Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $534K in Q4 2025.
79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.