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Flaherty & Crumrine DYN Pref (DFP)

CUSIP: 33848W106 | US | Financial Services · Asset Management | Small Cap | 295 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.214,298
0.1% of portfolio›$4.0M
Smith Asset Management Co., LLC93,260
1.4% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.80,355
0.0% of portfolio›$1.5M
Whipplewood Advisors, LLC50,397
0.6% of portfolio›$951.5K
Closed-End Fund Advisors, Inc.49,435
1.0% of portfolio›$933.3K
Seamount Financial Group Inc35,764
0.3% of portfolio›$675.2K
Highline Wealth Partners LLC34,890
0.1% of portfolio›$658.7K
Wolverine Asset Management LLC34,368
0.0% of portfolio›$648.9K
Concurrent Investment Advisors, LLC31,270
0.0% of portfolio›$590.4K
Capital Investment Advisors, LLC27,157
0.0% of portfolio›$512.7K
Commonwealth Equity Services, LLC24,855
0.0% of portfolio›$469.3K
Shaker Financial Services, LLC20,669
0.1% of portfolio›$390.2K
Farther Finance Advisors, LLC13,244
0.0% of portfolio›$250.1K
Samalin Investment Counsel, LLC12,832
0.1% of portfolio›$242.3K
Wedbush Securities Inc12,700
0.0% of portfolio›$240.0K
Ritholtz Wealth Management12,274
0.0% of portfolio›$231.7K
Wealth Enhancement Advisory Services, LLC11,736
0.0% of portfolio›$219.6K
Walled Lake Planning & Wealth Management, LLC10,950
0.0% of portfolio›$206.7K
RMR Wealth Builders10,535
0.0% of portfolio›$198.9K
Abel Hall, LLC10,500
0.0% of portfolio›$198.2K
Fiduciary Alliance LLC10,350
0.0% of portfolio›$195.4K
Triumph Capital Management6,475
0.0% of portfolio›$122.2K
Golden State Wealth Management, LLC5,694
0.0% of portfolio›$107.5K
Fifth Third Bancorp4,600
0.0% of portfolio›$86.8K
North Star Investment Management Corp.2,300
0.0% of portfolio›$43.4K
Westside Investment Management, Inc.1,667
0.0% of portfolio›$31.5K
Spire Wealth Management900
0.0% of portfolio›$17.0K
CoreCap Advisors, LLC398
0.0% of portfolio›$7.5K
Provenance Wealth Advisors, LLC63
0.0% of portfolio›$1.2K
JFS Wealth Advisors, LLC62
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
214,298$4.0M0.1%ValueMediumParsippany, NJ2026-10-13
Smith Asset Management Co., LLC
93,260$1.8M1.4%YieldLowChiefland, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
80,355$1.5M0.0%ETFLowFairfield, IA2026-11-02
Whipplewood Advisors, LLC
50,397$951.5K0.6%ETFLowLittleton, CO2026-10-20
Closed-End Fund Advisors, Inc.
49,435$933.3K1.0%YieldMediumRichmond, VA2026-11-04
Seamount Financial Group Inc
35,764$675.2K0.3%ETFLowColorado Springs, CO2026-10-21
Highline Wealth Partners LLC
34,890$658.7K0.1%ETFMediumSherman Oaks, CA2026-10-19
Wolverine Asset Management LLC
34,368$648.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Concurrent Investment Advisors, LLC
31,270$590.4K0.0%GrowthMediumTampa, FL2026-10-16
Capital Investment Advisors, LLC
27,157$512.7K0.0%CoreLowAtlanta, GA2026-10-22
Commonwealth Equity Services, LLC
24,855$469.3K0.0%ETFLowWaltham, MA2026-11-02
Shaker Financial Services, LLC
20,669$390.2K0.1%YieldHighArlington, VA2026-10-14
Farther Finance Advisors, LLC
13,244$250.1K0.0%IndexLowSan Francisco, CA2026-10-08
Samalin Investment Counsel, LLC
12,832$242.3K0.1%YieldMediumChappaqua, NY2026-10-23
Wedbush Securities Inc
12,700$240.0K0.0%CoreLowPasadena, CA2026-10-22
Ritholtz Wealth Management
12,274$231.7K0.0%IndexLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
11,736$219.6K0.0%CoreLowPlymouth, MN2026-10-13
Walled Lake Planning & Wealth Management, LLC
10,950$206.7K0.0%ETFLowHighland Park, IL2026-10-29
RMR Wealth Builders
10,535$198.9K0.0%ETFLowMontclair, NJ2026-10-22
Abel Hall, LLC
10,500$198.2K0.0%CoreMediumBaton Rouge, LA2026-10-19
Fiduciary Alliance LLC
10,350$195.4K0.0%CoreMediumGreenville, SC2026-10-13
Triumph Capital Management
6,475$122.2K0.0%ETFMediumDenver, CO2026-10-14
Golden State Wealth Management, LLC
5,694$107.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Fifth Third Bancorp
4,600$86.8K0.0%IndexVery LowCincinnati, OH2026-11-05
North Star Investment Management Corp.
2,300$43.4K0.0%CoreLowChicago, IL2026-10-27
Westside Investment Management, Inc.
1,667$31.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Spire Wealth Management
900$17.0K0.0%GrowthMediumMclean, VA2026-10-30
CoreCap Advisors, LLC
398$7.5K0.0%ETFMediumSouthfield, MI2026-10-08
Provenance Wealth Advisors, LLC
63$1.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
JFS Wealth Advisors, LLC
62$1.2K0.0%ETFVery LowHermitage, PA2026-11-03