MCC
DFP

Money Concepts Capital’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-8,522
Closed -$159K – 1037
2022
Q4 		$159K Buy
+8,522
New +$163K 0.01% 784
2022
Q2 		– Sell
-1,934
Closed -$50K – 1699
2022
Q1 		$50K Buy
+1,934
New +$50.8K ﹤0.01% 1234

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Money Concepts Capital's DFP Position: Q1 2023 in Review

Money Concepts Capital sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2023, closing a stake of 8,522 shares — an estimated $159K sold.

Money Concepts Capital first reported a position in DFP in Q1 2022 and held it in 2 quarters. The position peaked at $159K in Q4 2022. 61 funds tracked by Wall St. Rank hold DFP as of Q1 2023.

  • Money Concepts Capital reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 8,522 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2023, an estimated $159K.
  • Money Concepts Capital first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $159K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.