FLAHERTY & CRUMRINE DYN PFD's ticker is and the CUSIP is 33848W106.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,217 | -3.7% | 2,100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,582 | -4.1% | 2,100 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $38,136 | +51.0% | 2,100 | +55.6% | 0.00% | +50.0% |
| Q4 2022 | $25,258 | -2.9% | 1,350 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $26,000 | -10.3% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | -17.1% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | -7.9% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | +58.3% | 1,350 | +58.8% | 0.00% | +50.0% |
| Q3 2021 | $24,000 | -4.0% | 850 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +66.7% | 850 | +70.0% | 0.00% | +100.0% |
| Q1 2021 | $15,000 | 0.0% | 500 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $15,000 | +7.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 1776 Wealth LLC | 105,395 | $2,001,000 | 1.52% |
| Mathes Company, Inc. | 42,350 | $804,000 | 0.45% |
| All Season Financial Advisors, Inc. | 16,783 | $319,000 | 0.35% |
| Oxbow Advisors, LLC | 38,892 | $739,000 | 0.12% |
| Bison Wealth, LLC | 12,182 | $231,000 | 0.09% |
| ROPES WEALTH ADVISORS LLC | 18,294 | $347,000 | 0.07% |
| CENTAURUS FINANCIAL, INC. | 33,782 | $642,000 | 0.06% |
| Aviance Capital Partners, LLC | 11,250 | $214,000 | 0.05% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 33,391 | $634,000 | 0.05% |
| ADELL HARRIMAN & CARPENTER INC | 15,784 | $299,738,000 | 0.04% |