Level Four Advisory Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Bought
Maintained
Sold
Other funds holding DFP
SIA
GC
HWAM
Level Four Advisory Services's DFP Position: Q1 2026 in Review
Level Four Advisory Services held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q1 2026 at 11,500 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #786.
Level Four Advisory Services first reported a position in DFP in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q3 2025. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.
- Level Four Advisory Services held 11,500 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $231K as of Q1 2026.
- Level Four Advisory Services left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q1 2026.
- Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #786 holding.
- Level Four Advisory Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2025 and has held it in 4 quarters since.
- Level Four Advisory Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $249K in Q3 2025.
- 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.