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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HWAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 84 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.
84 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.