Institutional Ownership
Flaherty & Crumrine Dynamic
CUSIP 33848W106SHSDFPQ1 2026
Institutional Holders
79
13F filers
Shares Held
5.39M
Aggregate institutional
Institutional Value
$81.61M
Q1 2026
Net New Holders
-1
6 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased29
Decreased25
Sold out7
Institutional Holders
79 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.24M | $24.91M | +23.2K | Added |
| 2 | Invesco Ltd. | 301.7K | $6.06M | −7.2K | Reduced |
| 3 | Guggenheim Capital LLC | 242.8K | $4.87M | −58.5K | Reduced |
| 4 | Wells Fargo & Company/Mn | 237.1K | $4.76M | −42.2K | Reduced |
| 5 | Lpl Financial LLC | 188.7K | $3.79M | −7.3K | Reduced |
| 6 | Hennion & Walsh Asset Management, Inc. | 175.3K | $3.52M | +17.0K | Added |
| 7 | Focus Partners Wealth | 142.9K | $2.87M | −5.7K | Reduced |
| 8 | Morgan Stanley | 118.6K | $2.38M | −10.6K | Reduced |
| 9 | 1607 Capital Partners, LLC | 107.6K | $2.16M | +600 | Added |
| 10 | Fiera Capital Corp | 97.0K | $1.95M | −4.6K | Reduced |
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