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

IFP 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
2022 Q4	–	Sell	-166	Closed	-$4K	–	4652
2022 Q3	$4K	Hold	166	–	–	﹤0.01%	4113
2022 Q2	$4K	Hold	166	–	–	﹤0.01%	3875
2022 Q1	$4K	Buy	+166	New	+$4.36K	﹤0.01%	3875
2016 Q3	–	Sell	-800	Closed	-$19K	–	3925
2016 Q2	$19K	Buy	+800	New	+$19K	﹤0.01%	2366
2016 Q1	–	Sell	-1,200	Closed	-$27K	–	2591
2015 Q4	$27K	Buy	+1,200	New	+$27.2K	﹤0.01%	1980

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

IFP Advisors's DFP Position: Q4 2022 in Review

IFP Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2022, closing a stake of 166 shares — an estimated $4K sold.

IFP Advisors first reported a position in DFP in Q4 2015 and held it in 5 quarters. The position peaked at $27K in Q4 2015. 66 funds tracked by Wall St. Rank hold DFP as of Q4 2022.

IFP Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 166 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2022, an estimated $4K.
IFP Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2015 and held it in 5 quarters.
IFP Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $27K in Q4 2015.
66 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.