Merit Financial Group, LLC
Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
CIK 1621225
ALPHARETTA, GA
Position in DFP
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$443,266
-$30,247 QoQ
Shares Held
22,086
-3.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DFP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Merit Financial Group, LLC holds $98,330,926 across 115 Asset Management names. DFP ranks #43 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,912 | $15,302,725 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
442,588 | $10,046,746 | |
| 3 | ARCC |
Ares Capital Corp
|
398,372 | $7,178,663 | |
| 4 | BX |
Blackstone Inc.
|
56,013 | $6,440,931 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
361,962 | $4,064,832 | |
| 6 | AMP |
Ameriprise Financial Inc
|
8,401 | $3,733,402 | |
| 7 | KKR |
KKR & Co. Inc.
|
33,372 | $3,086,909 | |
| 8 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
145,180 | $2,002,032 |
All Filings in DFP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,266 | 22,086 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $473,513 | 22,776 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $489,669 | 22,628 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $479,929 | 23,377 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $447,668 | 22,118 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $434,552 | 21,793 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $465,690 | 21,660 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $423,052 | 22,034 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $420,954 | 21,959 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $388,831 | 21,906 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $365,468 | 21,793 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $377,735 | 21,684 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $391,711 | 21,570 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $453,717 | 24,250 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $509,235 | 26,816 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $574,964 | 26,755 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $683,471 | 26,247 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $726,447 | 26,150 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $750,528 | 26,060 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $760,518 | 25,974 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $779,836 | 25,891 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $749,951 | 25,807 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $773,409 | 28,330 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $555,989 | 22,852 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $459,767 | 22,727 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||