MFG
DFP

Merit Financial Group’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Merit Financial Group’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 		$370K Sell
17,880
-4,206
-19% -$86.8K ﹤0.01% 1685
2026
Q1 		$443K Sell
22,086
-690
-3% -$14.6K ﹤0.01% 1439
2025
Q4 		$474K Buy
22,776
+148
+0.7% +$3.16K ﹤0.01% 1340
2025
Q3 		$490K Sell
22,628
-749
-3% -$15.7K ﹤0.01% 1202
2025
Q2 		$480K Buy
23,377
+1,259
+6% +$25.1K 0.01% 1128
2025
Q1 		$448K Buy
22,118
+325
+1% +$6.63K 0.01% 988
2024
Q4 		$435K Buy
21,793
+133
+0.6% +$2.74K 0.01% 770
2024
Q3 		$466K Sell
21,660
-374
-2% -$7.52K 0.01% 571
2024
Q2 		$423K Buy
22,034
+75
+0.3% +$1.4K 0.01% 624
2024
Q1 		$408K Buy
21,959
+53
+0.2% +$985 0.01% 606
2023
Q4 		$389K Buy
21,906
+113
+0.5% +$1.9K 0.01% 548
2023
Q3 		$365K Buy
21,793
+109
+0.5% +$1.91K 0.01% 533
2023
Q2 		$378K Buy
21,684
+114
+0.5% +$2K 0.01% 531
2023
Q1 		$392K Sell
21,570
-2,680
-11% -$53K 0.01% 452
2022
Q4 		$454K Sell
24,250
-2,566
-10% -$49K 0.02% 440
2022
Q3 		$509K Buy
26,816
+61
+0.2% +$1.31K 0.02% 355
2022
Q2 		$575K Buy
26,755
+508
+2% +$11.8K 0.02% 325
2022
Q1 		$683K Buy
26,247
+97
+0.4% +$2.55K 0.04% 198
2021
Q4 		$726K Buy
26,150
+90
+0.3% +$2.54K 0.07% 133
2021
Q3 		$751K Buy
26,060
+86
+0.3% +$2.53K 0.08% 126
2021
Q2 		$761K Buy
25,974
+83
+0.3% +$2.48K 0.07% 123
2021
Q1 		$780K Buy
25,891
+84
+0.3% +$2.46K 0.08% 109
2020
Q4 		$750K Sell
25,807
-2,523
-9% -$70.9K 0.07% 103
2020
Q3 		$773K Buy
28,330
+5,478
+24% +$143K 0.07% 104
2020
Q2 		$556K Buy
22,852
+125
+0.6% +$2.98K 0.06% 118
2020
Q1 		$460K Buy
22,727
+124
+0.5% +$3.1K 0.05% 130
2019
Q4 		$605K Sell
22,603
-244
-1% -$6.42K 0.05% 120
2019
Q3 		$596K Buy
22,847
+1,423
+7% +$36.4K 0.07% 74
2019
Q2 		$536K Buy
21,424
+5,126
+31% +$125K 0.06% 56
2019
Q1 		$387K Buy
16,298
+152
+0.9% +$3.48K 0.05% 85
2018
Q4 		$328K Buy
16,146
+168
+1% +$3.6K 0.05% 76
2018
Q3 		$370K Buy
15,978
+148
+0.9% +$3.57K 0.06% 75
2018
Q2 		$371K Sell
15,830
-1,030
-6% -$24.3K 0.07% 69
2018
Q1 		$407K Buy
16,860
+4,115
+32% +$103K 0.08% 56
2017
Q4 		$339K Buy
+12,745
New +$338K 0.07% 76

Other funds holding DFP

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group's DFP Position: Q2 2026 in Review

Merit Financial Group reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 19% in Q2 2026, selling an estimated $86.8K and leaving 17,880 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Merit Financial Group first reported a position in DFP in Q4 2017 and has held it in 35 quarters since. The position peaked at $780K in Q1 2021. 13 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • Merit Financial Group held 17,880 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $370K as of Q2 2026.
  • Merit Financial Group sold 4,206 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $86.8K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1685 holding.
  • Merit Financial Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2017 and has held it in 35 quarters since.
  • Merit Financial Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $780K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.