Cetera Investment Advisers
DFP

Cetera Investment Advisers’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Cetera Investment Advisers’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 		$459K Buy
22,871
+1,382
+6% +$29.3K ﹤0.01% 3590
2025
Q4 		$447K Sell
21,489
-1,594
-7% -$34K ﹤0.01% 3532
2025
Q3 		$500K Buy
23,083
+932
+4% +$19.6K ﹤0.01% 3385
2025
Q2 		$455K Buy
22,151
+1,398
+7% +$27.9K ﹤0.01% 3040
2025
Q1 		$420K Buy
20,753
+875
+4% +$17.8K ﹤0.01% 2988
2024
Q4 		$396K Buy
19,878
+265
+1% +$5.46K ﹤0.01% 2875
2024
Q3 		$422K Sell
19,613
-1,008
-5% -$20.3K ﹤0.01% 2789
2024
Q2 		$396K Buy
20,621
+1,419
+7% +$26.4K ﹤0.01% 2774
2024
Q1 		$368K Buy
+19,202
New +$357K ﹤0.01% 2853

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

Cetera Investment Advisers's DFP Position: Q1 2026 in Review

Cetera Investment Advisers increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 6.4% in Q1 2026, buying an estimated $29.3K and bringing the position to 22,871 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #3590.

Cetera Investment Advisers first reported a position in DFP in Q1 2024 and has held it in 9 quarters since. The position peaked at $500K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Cetera Investment Advisers held 22,871 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $459K as of Q1 2026.
  • Cetera Investment Advisers bought 1,382 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $29.3K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3590 holding.
  • Cetera Investment Advisers first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $500K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.