FIA
DFP

FNY Investment Advisers’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

FNY Investment Advisers’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
2021
Q4 		– Sell
-2,100
Closed -$60K – 606
2021
Q3 		$60K Buy
+2,100
New +$61.7K 0.03% 307
2020
Q1 		– Sell
-4,756
Closed -$127K – 528
2019
Q4 		$127K Buy
4,756
+1,981
+71% +$52.1K 0.04% 322
2019
Q3 		$72K Buy
+2,775
New +$70.9K 0.02% 356

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FNY Investment Advisers's DFP Position: Q4 2021 in Review

FNY Investment Advisers sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2021, closing a stake of 2,100 shares — an estimated $60K sold.

FNY Investment Advisers first reported a position in DFP in Q3 2019 and held it in 3 quarters. The position peaked at $127K in Q4 2019. 64 funds tracked by Wall St. Rank hold DFP as of Q4 2021.

  • FNY Investment Advisers reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
  • FNY Investment Advisers sold 2,100 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2021, an estimated $60K.
  • FNY Investment Advisers first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2019 and held it in 3 quarters.
  • FNY Investment Advisers's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $127K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2021.

Based on FNY Investment Advisers's 13F filing for Q4 2021, filed 10 Jan 2022.