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

CoreCap 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 Q3	$7.51K	Hold	398	–	–	﹤0.01%	2146
2026 Q2	$8.23K	Hold	398	–	–	﹤0.01%	2134
2026 Q1	$7.99K	Buy	398 +48	+14%	+$1.02K	﹤0.01%	2029
2025 Q4	$7.28K	Hold	350	–	–	﹤0.01%	2083
2025 Q3	$7.57K	Buy	+350	New	+$7.36K	﹤0.01%	2053
2025 Q1	–	Sell	-803	Closed	-$16K	–	3172
2024 Q4	$16K	Sell	803 -60	-7%	-$1.24K	﹤0.01%	1606
2024 Q3	$18.6K	Sell	863 -2	-0.2%	-$40	﹤0.01%	1591
2024 Q2	$16.6K	Hold	865	–	–	﹤0.01%	956
2024 Q1	$16.6K	Buy	+865	New	+$16.1K	﹤0.01%	1563
2022 Q4	$55.3K	Buy	+2,955	New	+$56.5K	﹤0.01%	957
2022 Q3	–	Sell	-49,850	Closed	-$1.07M	–	891
2022 Q2	$1.07M	Sell	49,850 -6,729	-12%	-$156K	0.08%	195
2022 Q1	$1.47M	Buy	56,579 +14,451	+34%	+$380K	0.1%	162
2021 Q4	$1.17M	Buy	+42,128	New	+$1.19M	0.08%	210

Other funds holding DFP

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors's DFP Position: Q3 2026 in Review

CoreCap Advisors held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q3 2026 at 398 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

CoreCap Advisors first reported a position in DFP in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.47M in Q1 2022. 11 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

CoreCap Advisors held 398 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $7.51K as of Q3 2026.
CoreCap Advisors left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q3 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2146 holding.
CoreCap Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.47M in Q1 2022.
11 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.