HWP
DFP

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

Highline Wealth Partners’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 		$2.89K Hold
140
– – ﹤0.01% 1065
2026
Q1 		$2.81K Buy
140
+40
+40% +$847 ﹤0.01% 940
2025
Q4 		$2.08K Buy
+100
New +$2.13K ﹤0.01% 843

Other funds holding DFP

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners's DFP Position: Q2 2026 in Review

Highline Wealth Partners held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q2 2026 at 140 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Highline Wealth Partners first reported a position in DFP in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Highline Wealth Partners held 140 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $2.89K as of Q2 2026.
  • Highline Wealth Partners left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q2 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1065 holding.
  • Highline Wealth Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.