MWM
DFP

MGB Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

MGB Wealth Management’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
2025
Q4 		$225K Buy
10,846
+846
+8% +$18K 0.06% 206
2025
Q3 		$216K Buy
+10,000
New +$210K 0.06% 216

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

MGB Wealth Management's DFP Position: Q4 2025 in Review

MGB Wealth Management increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 8.5% in Q4 2025, buying an estimated $18K and bringing the position to 10,846 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #206.

MGB Wealth Management first reported a position in DFP in Q3 2025 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold DFP as of Q4 2025.

  • MGB Wealth Management held 10,846 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $225K as of Q4 2025.
  • MGB Wealth Management bought 846 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2025, an estimated $18K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #206 holding.
  • MGB Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2025 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.