1776 Wealth LLC

Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

CIK 1803140 ATLANTA, GA

Position in DFP

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,044,402

-$39,422 QoQ

Shares Held

52,038

-0.2% QoQ

Ownership

0.253%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

1776 Wealth LLC holds $9,778,088 across 10 Asset Management names. DFP ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	39,186	$4,505,998
2	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	76,286	$1,872,821
3	DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc This page	52,038	$1,044,402
4	ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	32,103	$645,912
5	RVT	Royce Small-Cap Trust, Inc.	26,783	$444,597
6	AGD	abrdn Global Dynamic Dividend Fund	37,890	$409,212
7	RGT	Royce Global Trust, Inc.	20,391	$272,423
8	JRI	Nuveen Real Asset Income & Growth Fund	20,756	$255,298

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,044,402	52,038	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$1,083,824	52,132	-1.2%	Shares	Sole	2026-02-11
2025-09-30	$1,141,315	52,741	-12.4%	Shares	Sole	2025-11-06
2025-06-30	$1,235,885	60,199	-1.6%	Shares	Sole	2025-08-08
2025-03-31	$1,237,615	61,147	-2.7%	Shares	Sole	2025-05-06
2024-12-31	$1,253,508	62,864	-1.7%	Shares	Sole	2025-02-10
2024-09-30	$1,374,495	63,930	+0.1%	Shares	Sole	2024-11-06
2024-06-30	$1,226,592	63,885	-3.6%	Shares	Sole	2024-08-13
2024-03-31	$1,269,839	66,241	-0.7%	Shares	Sole	2024-05-10
2023-12-31	$1,184,581	66,737	-17.6%	Shares	Sole	2024-02-14
2023-06-30	$1,410,149	80,950	-6.1%	Shares	Sole	2023-08-02
2023-03-31	$1,564,992	86,178	-2.6%	Shares	Sole	2023-05-09
2022-12-31	$1,655,760	88,496	-16.0%	Shares	Sole	2023-02-15
2022-09-30	$2,001,451	105,395	+0.0%	Shares	Sole	2022-11-10
2022-06-30	$2,263,928	105,348	-3.5%	Shares	Sole	2022-07-29
2022-03-31	$2,843,620	109,202	-16.8%	Shares	Sole	2022-05-16
2021-12-31	$3,648,014	131,318	+0.7%	Shares	Sole	2022-01-31
2021-09-30	$3,755,347	130,394	+0.6%	Shares	Sole	2021-10-21
2021-06-30	$3,796,854	129,674	+0.4%	Shares	Sole	2021-08-03
2021-03-31	$3,889,877	129,146	-2.8%	Shares	Sole	2021-05-10
2020-12-31	$3,860,621	132,850	+7.7%	Shares	Sole	2021-02-12
2020-09-30	$3,366,663	123,321	-1.5%	Shares	Sole	2020-11-12
2020-06-30	$3,046,918	125,233	+0.4%	Shares	Sole	2020-08-04
2020-03-31	$2,522,842	124,708	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.