FIA
DYFN

FNY Investment Advisers’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

FNY Investment Advisers’s Portfolio DYFN Stock Details DYFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,000
Closed -$40K – 911
2021
Q3 		$40K Buy
+2,000
New +$40.9K 0.02% 396
2021
Q2 		– Sell
-3,875
Closed -$73K – 1041
2021
Q1 		$73K Buy
3,875
+455
+13% +$8.46K 0.03% 378
2020
Q4 		$63K Buy
+3,420
New +$61.4K 0.02% 349

Other funds holding DYFN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

FNY Investment Advisers sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q4 2021, closing a stake of 2,000 shares — an estimated $40K sold.

FNY Investment Advisers first reported a position in DYFN in Q4 2020 and held it in 3 quarters. The position peaked at $73K in Q1 2021. 13 funds tracked by Wall St. Rank hold DYFN as of Q4 2021.

  • FNY Investment Advisers reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q4 2021 after selling out during the quarter.
  • FNY Investment Advisers sold 2,000 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q4 2021, an estimated $40K.
  • FNY Investment Advisers first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q4 2020 and held it in 3 quarters.
  • FNY Investment Advisers's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $73K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q4 2021.

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