CX Institutional’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

CX Institutional’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
2022 Q3	–	Sell	-3,790	Closed	-$81K	–	616
2022 Q2	$81K	Buy	+3,790	New	+$87.8K	0.01%	581
2021 Q4	–	Sell	-4,290	Closed	-$124K	–	463
2021 Q3	$124K	Hold	4,290	–	–	0.01%	411
2021 Q2	$126K	Buy	+4,290	New	+$128K	0.01%	402

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CX Institutional's DFP Position: Q3 2022 in Review

CX Institutional sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2022, closing a stake of 3,790 shares — an estimated $81K sold.

CX Institutional first reported a position in DFP in Q2 2021 and held it in 3 quarters. The position peaked at $126K in Q2 2021. 54 funds tracked by Wall St. Rank hold DFP as of Q3 2022.

CX Institutional reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 3,790 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2022, an estimated $81K.
CX Institutional first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2021 and held it in 3 quarters.
CX Institutional's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $126K in Q2 2021.
54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.