Janney Montgomery Scott
DFP

Janney Montgomery Scott’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Janney Montgomery Scott’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 		$847K Buy
42,192
+6,757
+19% +$143K ﹤0.01% 1746
2025
Q4 		$737K Buy
35,435
+2,039
+6% +$43.5K ﹤0.01% 1930
2025
Q3 		$723K Buy
33,396
+10,163
+44% +$214K ﹤0.01% 1929
2025
Q2 		$477K Sell
23,233
-723
-3% -$14.4K ﹤0.01% 2043
2025
Q1 		$485K Buy
23,956
+604
+3% +$12.3K ﹤0.01% 2006
2024
Q4 		$466K Buy
+23,352
New +$481K ﹤0.01% 2046

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

Janney Montgomery Scott's DFP Position: Q1 2026 in Review

Janney Montgomery Scott increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 19% in Q1 2026, buying an estimated $143K and bringing the position to 42,192 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Janney Montgomery Scott first reported a position in DFP in Q4 2024 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • Janney Montgomery Scott held 42,192 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $847K as of Q1 2026.
  • Janney Montgomery Scott bought 6,757 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $143K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1746 holding.
  • Janney Montgomery Scott first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.