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 Q2	$1.28K	Buy	+62	New	+$1.28K	﹤0.01%	1746

Other funds holding DFP

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Seamount Financial Group Colorado Springs, Colorado $248M AUM 24.12% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

JFS Wealth Advisors's DFP Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2026: 62 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #1746 among its holdings.

33 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

JFS Wealth Advisors held 62 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $1.28K as of Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund was a new JFS Wealth Advisors position in Q2 2026.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1746 holding.
33 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.