Focus Partners Wealth
DFP

Focus Partners Wealth’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Focus Partners Wealth’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
Q1 		$2.87M Sell
142,893
-5,693
-4% -$121K ﹤0.01% 1155
2025
Q4 		$3.09M Buy
+148,586
New +$3.17M ﹤0.01% 1146

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Focus Partners Wealth's DFP Position: Q1 2026 in Review

Focus Partners Wealth reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 3.8% in Q1 2026, selling an estimated $121K and leaving 142,893 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Focus Partners Wealth first reported a position in DFP in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.09M in Q4 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Focus Partners Wealth held 142,893 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $2.87M as of Q1 2026.
  • Focus Partners Wealth sold 5,693 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $121K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1155 holding.
  • Focus Partners Wealth first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $3.09M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.