1776 Wealth LLC
Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
CIK 1803140
ATLANTA, GA
Position in DFP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,076,844
+$32,442 QoQ
Shares Held
52,097
+0.1% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#19
of 85 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in DFP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 20261776 Wealth LLC holds $10,372,874 across 10 Asset Management names. DFP ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
39,188 | $4,611,251 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
76,286 | $2,111,596 | |
| 3 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
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|
52,097 | $1,076,844 | |
| 4 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
30,438 | $716,510 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
27,231 | $502,956 | |
| 6 | AGD |
abrdn Global Dynamic Dividend Fund
|
37,890 | $458,847 | |
| 7 | RGT |
Royce Global Trust, Inc.
|
20,391 | $290,163 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
20,756 | $268,997 |
All Filings in DFP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,844 | 52,097 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,044,402 | 52,038 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,083,824 | 52,132 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,141,315 | 52,741 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,235,885 | 60,199 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,237,615 | 61,147 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,253,508 | 62,864 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,374,495 | 63,930 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,226,592 | 63,885 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,269,839 | 66,241 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,184,581 | 66,737 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,410,149 | 80,950 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,564,992 | 86,178 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,655,760 | 88,496 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,001,451 | 105,395 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,263,928 | 105,348 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,843,620 | 109,202 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,648,014 | 131,318 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,755,347 | 130,394 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,796,854 | 129,674 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,889,877 | 129,146 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,860,621 | 132,850 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,366,663 | 123,321 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,046,918 | 125,233 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,805,406 | 89,244 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||