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DFP

NewEdge Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

NewEdge 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
Q1 		$673K Buy
33,541
+204
+0.6% +$4.32K ﹤0.01% 1762
2025
Q4 		$693K Sell
33,337
-1,376
-4% -$29.3K ﹤0.01% 1728
2025
Q3 		$751K Sell
34,713
-1,107
-3% -$23.3K ﹤0.01% 1580
2025
Q2 		$735K Buy
35,820
+1,048
+3% +$20.9K ﹤0.01% 1457
2025
Q1 		$704K Sell
34,772
-170
-0.5% -$3.47K ﹤0.01% 1388
2024
Q4 		$697K Sell
34,942
-3,537
-9% -$72.8K ﹤0.01% 1354
2024
Q3 		$827K Sell
38,479
-2,055
-5% -$41.3K 0.01% 1189
2024
Q2 		$778K Sell
40,534
-870
-2% -$16.2K 0.01% 1183
2024
Q1 		$794K Sell
41,404
-3,147
-7% -$58.5K 0.01% 1114
2023
Q4 		$823K Buy
44,551
+10,853
+32% +$183K 0.01% 1037
2023
Q3 		$565K Buy
33,698
+17,698
+111% +$310K 0.01% 1115
2023
Q2 		$279K Buy
16,000
+1,600
+11% +$28K ﹤0.01% 1482
2023
Q1 		$238K Buy
14,400
+4,400
+44% +$87K ﹤0.01% 1470
2022
Q4 		$187K Buy
+10,000
New +$191K 0.01% 1211
2022
Q1 		– Sell
-8,865
Closed -$246K – 1261
2021
Q4 		$246K Buy
+8,865
New +$250K ﹤0.01% 1425

Other funds holding DFP

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

NewEdge Advisors's DFP Position: Q1 2026 in Review

NewEdge Advisors increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 0.61% in Q1 2026, buying an estimated $4.32K and bringing the position to 33,541 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

NewEdge Advisors first reported a position in DFP in Q4 2021 and has held it in 15 quarters since. The position peaked at $827K in Q3 2024. 79 funds tracked by Wall St. Rank hold DFP as of Q1 2026.

  • NewEdge Advisors held 33,541 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $673K as of Q1 2026.
  • NewEdge Advisors bought 204 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2026, an estimated $4.32K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1762 holding.
  • NewEdge Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2021 and has held it in 15 quarters since.
  • NewEdge Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $827K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.