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

Farther Finance 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 Q2	$369K	Sell	17,839 -98	-0.5%	-$2.02K	﹤0.01%	1783
2026 Q1	$365K	Buy	17,937 +92	+0.5%	+$1.95K	﹤0.01%	1610
2025 Q4	$371K	Buy	17,845 +11,272	+171%	+$240K	﹤0.01%	1507
2025 Q3	$142K	Buy	6,573 +4,028	+158%	+$84.7K	﹤0.01%	1825
2025 Q2	$52.2K	Buy	2,545 +4	+0.2%	+$80	﹤0.01%	2113
2025 Q1	$51.4K	Buy	+2,541	New	+$51.8K	﹤0.01%	1880

Other funds holding DFP

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's DFP Position: Q2 2026 in Review

Farther Finance Advisors reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.55% in Q2 2026, selling an estimated $2.02K and leaving 17,839 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Farther Finance Advisors first reported a position in DFP in Q1 2025 and has held it in 6 quarters since. The position peaked at $371K in Q4 2025. 12 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

Farther Finance Advisors held 17,839 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $369K as of Q2 2026.
Farther Finance Advisors sold 98 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $2.02K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1783 holding.
Farther Finance Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $371K in Q4 2025.
12 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.