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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
Q2 		$648K Sell
31,366
-2,175
-6% -$44.9K ﹤0.01% 1969
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 $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NewEdge Advisors's DFP Position: Q2 2026 in Review

NewEdge Advisors reduced its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 6.5% in Q2 2026, selling an estimated $44.9K and leaving 31,366 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

NewEdge Advisors first reported a position in DFP in Q4 2021 and has held it in 16 quarters since. The position peaked at $827K in Q3 2024. 84 funds tracked by Wall St. Rank hold DFP as of Q2 2026.

  • NewEdge Advisors held 31,366 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $648K as of Q2 2026.
  • NewEdge Advisors sold 2,175 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2026, an estimated $44.9K.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1969 holding.
  • NewEdge Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $827K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.