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

Sowell 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
2021 Q2	–	Sell	-62	Closed	-$2K	–	1048
2021 Q1	$2K	Buy	62 +1	+2%	+$29	﹤0.01%	2811
2020 Q4	$2K	Buy	61 +1	+2%	+$28	﹤0.01%	2454
2020 Q3	$2K	Buy	60 +2	+3%	+$52	﹤0.01%	2206
2020 Q2	$1K	Buy	58 +1	+2%	+$24	﹤0.01%	2269
2020 Q1	$1K	Buy	57 +1	+2%	+$25	﹤0.01%	2214
2019 Q4	$2K	Hold	56	–	–	﹤0.01%	2172
2019 Q3	$1K	Buy	+56	New	+$1.43K	﹤0.01%	2217

Other funds holding DFP

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return