Fiduciary Alliance’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Fiduciary Alliance’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	$195K	Hold	10,350	–	–	0.01%	492
2026 Q2	$214K	Hold	10,350	–	–	0.01%	512
2026 Q1	$216K	Hold	10,350	–	–	0.01%	518
2025 Q4	$215K	Hold	10,350	–	–	0.01%	480
2025 Q3	$224K	Hold	10,350	–	–	0.02%	467
2025 Q2	$212K	Hold	10,350	–	–	0.02%	452
2025 Q1	$209K	Hold	10,350	–	–	0.02%	363
2024 Q4	$206K	Buy	+10,350	New	+$213K	0.02%	338

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

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 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

TCM

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

Fiduciary Alliance's DFP Position: Q3 2026 in Review

Fiduciary Alliance held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q3 2026 at 10,350 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #492.

Fiduciary Alliance first reported a position in DFP in Q4 2024 and has held it in 8 quarters since. The position peaked at $224K in Q3 2025. 12 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

Fiduciary Alliance held 10,350 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $195K as of Q3 2026.
Fiduciary Alliance 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 Fiduciary Alliance's portfolio in Q3 2026, its #492 holding.
Fiduciary Alliance first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 8 quarters since.
Fiduciary Alliance's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $224K in Q3 2025.
12 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.