Prospera Financial Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-2,144	Closed	-$56K	–	1838
2022 Q1	$56K	Buy	+2,144	New	+$56.3K	﹤0.01%	1322
2020 Q4	–	Sell	-1,744	Closed	-$48K	–	870
2020 Q3	$48K	Buy	+1,744	New	+$45.6K	0.02%	629
2017 Q3	–	Sell	-7,700	Closed	-$203K	–	435
2017 Q2	$203K	Buy	+7,700	New	+$196K	0.03%	394
2015 Q3	–	Sell	-9,719	Closed	-$217K	–	300
2015 Q2	$217K	Sell	9,719 -2,088	-18%	-$48.3K	0.05%	262
2015 Q1	$276K	Sell	11,807 -14,061	-54%	-$329K	0.06%	228
2014 Q4	$576K	Sell	25,868 -8,636	-25%	-$198K	0.14%	115
2014 Q3	$779K	Sell	34,504 -3,410	-9%	-$77.6K	0.21%	76
2014 Q2	$893K	Sell	37,914 -6,066	-14%	-$138K	0.24%	69
2014 Q1	$955K	Buy	+43,980	New	+$939K	0.3%	52
2013 Q4	–	Sell	-9,666	Closed	-$205K	–	266
2013 Q3	$205K	Sell	9,666 -134	-1%	-$2.89K	0.08%	209
2013 Q2	$241K	Buy	+9,800	New	+$245K	0.11%	183

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Prospera Financial Services's DFP Position: Q2 2022 in Review

Prospera Financial Services sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2022, closing a stake of 2,144 shares — an estimated $56K sold.

Prospera Financial Services first reported a position in DFP in Q2 2013 and held it in 11 quarters. The position peaked at $955K in Q1 2014. 61 funds tracked by Wall St. Rank hold DFP as of Q2 2022.

Prospera Financial Services reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 2,144 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2022, an estimated $56K.
Prospera Financial Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2013 and held it in 11 quarters.
Prospera Financial Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $955K in Q1 2014.
61 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.