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 Q3	$659K	Buy	34,890 +34,750	+24,821%	+$709K	0.13%	73
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

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

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

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TCM

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

Highline Wealth Partners's DFP Position: Q3 2026 in Review

Highline Wealth Partners increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 24,821% in Q3 2026, buying an estimated $709K and bringing the position to 34,890 shares worth $659K. The position accounts for 0.13% of the portfolio, ranked #73.

Highline Wealth Partners first reported a position in DFP in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

Highline Wealth Partners held 34,890 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $659K as of Q3 2026.
Highline Wealth Partners bought 34,750 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2026, an estimated $709K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.13% of Highline Wealth Partners's portfolio in Q3 2026, its #73 holding.
Highline Wealth Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.