Wela Strategies’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Wela Strategies’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
2025 Q3	$518K	Buy	+23,917	New	+$503K	0.2%	36

Other funds holding DFP

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wela Strategies's DFP Position: Q3 2025 in Review

Wela Strategies opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2025: 23,917 shares worth $518K. The stake represents 0.2% of the portfolio and ranks #36 among its holdings.

81 funds tracked by Wall St. Rank hold DFP as of Q3 2025.

Wela Strategies held 23,917 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $518K as of Q3 2025.
Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Wela Strategies position in Q3 2025.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.2% of Wela Strategies's portfolio in Q3 2025, its #36 holding.
81 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.