HF
DFP

HRT Financial’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

HRT Financial’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 		$542K Buy
+27,049
New +$573K ﹤0.01% 2456
2025
Q4 		– Sell
-11,926
Closed -$258K – 3326
2025
Q3 		$258K Buy
+11,926
New +$251K ﹤0.01% 2264

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial's DFP Position: Q1 2026 in Review

HRT Financial opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2026: 27,049 shares worth $542K. The stake represents ﹤0.01% of the portfolio and ranks #2456 among its holdings. This is a return to the name: HRT Financial previously reported a position in DFP as recently as Q3 2025.

HRT Financial first reported a position in DFP in Q3 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • HRT Financial held 27,049 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $542K as of Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new HRT Financial position in Q1 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2456 holding.
  • HRT Financial first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.