NFH
DFP

NEXT Financial Holdings’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$40K Buy
+1,675
New +$38.3K 0.01% 788

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

NEXT Financial Holdings's DFP Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2019: 1,675 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings.

54 funds tracked by Wall St. Rank hold DFP as of Q1 2019.

  • NEXT Financial Holdings held 1,675 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $40K as of Q1 2019.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new NEXT Financial Holdings position in Q1 2019.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #788 holding.
  • 54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.