Tradition Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-1,902	Closed	-$34K	–	579
2023 Q4	$34K	Hold	1,902	–	–	﹤0.01%	710
2023 Q3	$32K	Hold	1,902	–	–	﹤0.01%	708
2023 Q2	$33K	Hold	1,902	–	–	﹤0.01%	738
2023 Q1	$35K	Hold	1,902	–	–	﹤0.01%	710
2022 Q4	$36K	Hold	1,902	–	–	0.01%	614
2022 Q3	$36K	Hold	1,902	–	–	0.01%	602
2022 Q2	$41K	Buy	+1,902	New	+$44K	0.01%	494

Other funds holding DFP

RJA

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

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tradition Wealth Management's DFP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2024, closing a stake of 1,902 shares — an estimated $34K sold.

Tradition Wealth Management first reported a position in DFP in Q2 2022 and held it in 7 quarters. The position peaked at $41K in Q2 2022. 67 funds tracked by Wall St. Rank hold DFP as of Q1 2024.

Tradition Wealth Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,902 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2024, an estimated $34K.
Tradition Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2022 and held it in 7 quarters.
Tradition Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $41K in Q2 2022.
67 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.