Wedbush Securities
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Wedbush Securities’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Wedbush Securities’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
Q3 		$240K Hold
12,700
– – 0.01% 1098
2026
Q2 		$263K Hold
12,700
– – 0.01% 1041
2026
Q1 		$255K Hold
12,700
– – 0.01% 989
2025
Q4 		$264K Sell
12,700
-100
-0.8% -$2.13K 0.01% 951
2025
Q3 		$277K Buy
12,800
+2,200
+21% +$46.3K 0.01% 896
2025
Q2 		$218K Sell
10,600
-3,000
-22% -$59.8K 0.01% 1017
2025
Q1 		$275K Sell
13,600
-2,900
-18% -$59.2K 0.01% 863
2024
Q4 		$329K Sell
16,500
-900
-5% -$18.5K 0.01% 776
2024
Q3 		$374K Sell
17,400
-1,050
-6% -$21.1K 0.01% 718
2024
Q2 		$354K Buy
18,450
+2,100
+13% +$39.1K 0.01% 793
2024
Q1 		$313K Sell
16,350
-3,906
-19% -$72.6K 0.01% 856
2023
Q4 		$360K Sell
20,256
-1,677
-8% -$28.3K 0.02% 687
2023
Q3 		$368K Sell
21,933
-394
-2% -$6.9K 0.02% 636
2023
Q2 		$389K Sell
22,327
-4,178
-16% -$73.2K 0.02% 639
2023
Q1 		$481K Sell
26,505
-428
-2% -$8.46K 0.02% 551
2022
Q4 		$504K Sell
26,933
-1,519
-5% -$29K 0.03% 515
2022
Q3 		$540K Hold
28,452
– – 0.03% 488
2022
Q2 		$611K Buy
28,452
+1,750
+7% +$40.5K 0.03% 451
2022
Q1 		$695K Hold
26,702
– – 0.03% 457
2021
Q4 		$742K Buy
26,702
+400
+2% +$11.3K 0.03% 477
2021
Q3 		$757K Buy
26,302
+1,960
+8% +$57.6K 0.04% 441
2021
Q2 		$713K Buy
24,342
+8,742
+56% +$262K 0.03% 477
2021
Q1 		$470K Sell
15,600
-1,028
-6% -$30.1K 0.03% 600
2020
Q4 		$483K Buy
16,628
+398
+2% +$11.2K 0.04% 473
2020
Q3 		$443K Sell
16,230
-2,900
-15% -$75.8K 0.04% 464
2020
Q2 		$465K Sell
19,130
-1,200
-6% -$28.6K 0.04% 449
2020
Q1 		$411K Buy
20,330
+1,100
+6% +$27.5K 0.05% 425
2019
Q4 		$515K Buy
19,230
+400
+2% +$10.5K 0.05% 466
2019
Q3 		$491K Buy
+18,830
New +$481K 0.05% 458
2014
Q2 		– Sell
-10,272
Closed -$223K – 663
2014
Q1 		$223K Buy
10,272
+24
+0.2% +$512 0.04% 475
2013
Q4 		$210K Buy
10,248
+230
+2% +$4.68K 0.05% 453
2013
Q3 		$214K Buy
+10,018
New +$216K 0.06% 406

Other funds holding DFP

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Seamount Financial Group
Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Wedbush Securities's DFP Position: Q3 2026 in Review

Wedbush Securities held its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) position steady in Q3 2026 at 12,700 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #1098.

Wedbush Securities first reported a position in DFP in Q3 2013 and has held it in 32 quarters since. The position peaked at $757K in Q3 2021. 17 funds tracked by Wall St. Rank hold DFP as of Q3 2026.

  • Wedbush Securities held 12,700 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $240K as of Q3 2026.
  • Wedbush Securities left its Flaherty & Crumrine Dynamic Preferred and Income Fund share count unchanged in Q3 2026.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #1098 holding.
  • Wedbush Securities first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2013 and has held it in 32 quarters since.
  • Wedbush Securities's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $757K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.