HighTower Advisors
DFP

HighTower Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

HighTower Advisors’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 		$218K Sell
10,543
-233
-2% -$4.81K ﹤0.01% 3475
2026
Q1 		$216K Buy
10,776
+604
+6% +$12.8K ﹤0.01% 3424
2025
Q4 		$211K Sell
10,172
-11,282
-53% -$241K ﹤0.01% 3333
2025
Q3 		$464K Sell
21,454
-974
-4% -$20.5K ﹤0.01% 2689
2025
Q2 		$460K Buy
22,428
+1,847
+9% +$36.8K ﹤0.01% 2597
2025
Q1 		$417K Sell
20,581
-5,668
-22% -$116K ﹤0.01% 2608
2024
Q4 		$523K Sell
26,249
-3,293
-11% -$67.8K ﹤0.01% 2445
2024
Q3 		$635K Buy
29,542
+3,999
+16% +$80.4K ﹤0.01% 2225
2024
Q2 		$490K Buy
+25,543
New +$475K ﹤0.01% 2343
2023
Q4 		– Sell
-12,234
Closed -$204K – 3680
2023
Q3 		$204K Buy
12,234
+1,035
+9% +$18.1K ﹤0.01% 2899
2023
Q2 		$196K Buy
11,199
+198
+2% +$3.47K ﹤0.01% 2881
2023
Q1 		$200K Buy
11,001
+31
+0.3% +$613 ﹤0.01% 2756
2022
Q4 		$205K Sell
10,970
-232
-2% -$4.43K ﹤0.01% 2756
2022
Q3 		$212K Buy
11,202
+269
+2% +$5.77K ﹤0.01% 2565
2022
Q2 		$235K Sell
10,933
-982
-8% -$22.7K ﹤0.01% 2520
2022
Q1 		$310K Buy
11,915
+17
+0.1% +$447 ﹤0.01% 2503
2021
Q4 		$331K Buy
11,898
+1,015
+9% +$28.7K ﹤0.01% 2419
2021
Q3 		$313K Buy
10,883
+16
+0.1% +$470 ﹤0.01% 2381
2021
Q2 		$318K Buy
10,867
+14
+0.1% +$419 ﹤0.01% 2338
2021
Q1 		$327K Buy
10,853
+10
+0.1% +$293 ﹤0.01% 2238
2020
Q4 		$315K Buy
10,843
+15
+0.1% +$421 ﹤0.01% 1900
2020
Q3 		$296K Buy
10,828
+15
+0.1% +$392 ﹤0.01% 1839
2020
Q2 		$263K Buy
10,813
+813
+8% +$19.4K ﹤0.01% 1818
2020
Q1 		$202K Buy
+10,000
New +$250K ﹤0.01% 1781

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors's DFP Position: Q2 2026 in Review

HighTower Advisors reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 2.2% in Q2 2026, selling an estimated $4.81K and leaving 10,543 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

HighTower Advisors first reported a position in DFP in Q1 2020 and has held it in 24 quarters since. The position peaked at $635K in Q3 2024. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • HighTower Advisors held 10,543 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $218K as of Q2 2026.
  • HighTower Advisors sold 233 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $4.81K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3475 holding.
  • HighTower Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2020 and has held it in 24 quarters since.
  • HighTower Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $635K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.