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

JFS Wealth 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 Q3	$1.17K	Hold	62	–	–	﹤0.01%	1748
2026 Q2	$1.28K	Buy	+62	New	+$1.28K	﹤0.01%	1746

Other funds holding DFP

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

JFS Wealth Advisors's DFP Position: Q3 2026 in Review

JFS Wealth Advisors held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q3 2026 at 62 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

JFS Wealth Advisors first reported a position in DFP in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.28K in Q2 2026. 41 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

JFS Wealth Advisors held 62 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.17K as of Q3 2026.
JFS Wealth Advisors left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q3 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1748 holding.
JFS Wealth Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2026 and has held it in 2 quarters since.
JFS Wealth Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $1.28K in Q2 2026.
41 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.