# FLAHERTY & CRUMRINE DYNAMIC SHS

FLAHERTY & CRUMRINE DYNAMIC SHS is a security (CUSIP 33848W106) tracked across SEC portfolio filings. 88 institutional managers reported $80.4M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.6M via N-PORT as of 2026-03-31.

## Summary

- Issuer: FLAHERTY & CRUMRINE DYNAMIC
- Class: SHS
- CUSIP: 33848W106
- Asset category: EC
- 13F holders: 88
- 13F value: $80.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.6M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 88 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $24.9M | 1,241,270 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $4.9M | 242,799 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $4.8M | 237,078 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $4.5M | 218,689 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $3.8M | 188,728 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $3.3M | 158,315 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $2.9M | 142,893 |
| MORGAN STANLEY | NEW YORK, NY | $2.4M | 118,598 |
| [1607 Capital Partners, LLC](https://search.stillhousedata.com/firm/144758) | Richmond, VA | $2.2M | 107,617 |
| [Fiera Capital Corp](https://search.stillhousedata.com/firm/154966) | MONTREAL, A8 | $1.9M | 97,034 |
| [Smith Asset Management Co., LLC](https://search.stillhousedata.com/firm/127684) | Chiefland, FL | $1.9M | 93,742 |
| Whipplewood Advisors, LLC | LITTLETON, CO | $1.9M | 93,297 |
| Revisor Wealth Management LLC | AKRON, OH | $1.1M | 52,586 |
| [1776 Wealth LLC](https://search.stillhousedata.com/firm/286321) | ATLANTA, GA | $1.0M | 52,038 |
| Closed-End Fund Advisors, Inc. | RICHMOND, VA | $1.0M | 50,509 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | Cohen & Steers Closed-End Opportunity Fund, Inc. | $2.6M | 72.21% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33848W106.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.