NewEdge Advisors, LLC
Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
CIK 1633516
NEW ORLEANS, LA
Position in DFP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$648,335
+$614,794 QoQ
Shares Held
31,366
-6.5% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 85 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. DFP ranks #112 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in DFP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,335 | 31,366 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,541 | 33,541 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $693,076 | 33,337 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $751,189 | 34,713 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $735,384 | 35,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $703,785 | 34,772 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $696,743 | 34,942 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $827,298 | 38,479 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $778,252 | 40,534 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $793,714 | 41,404 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $790,780 | 44,551 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $565,115 | 33,698 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $278,720 | 16,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $261,504 | 14,400 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $187,100 | 10,000 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $246,269 | 8,865 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||