FFA
DTF

Farther Finance Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Farther Finance Advisors’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$375 – 4301
2024
Q4 		$375 Hold
33
– – ﹤0.01% 3502
2024
Q3 		$374 Buy
+33
New +$370 ﹤0.01% 3486

Other funds holding DTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Farther Finance Advisors's DTF Position: Q1 2025 in Review

Farther Finance Advisors sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2025, closing a stake of 33 shares — an estimated $375 sold.

Farther Finance Advisors first reported a position in DTF in Q3 2024 and held it in 2 quarters. The position peaked at $375 in Q4 2024. 26 funds tracked by Wall St. Rank hold DTF as of Q1 2025.

  • Farther Finance Advisors reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 33 DTF Tax-Free Income 2028 Term Fund shares in Q1 2025, an estimated $375.
  • Farther Finance Advisors first reported a position in DTF Tax-Free Income 2028 Term Fund in Q3 2024 and held it in 2 quarters.
  • Farther Finance Advisors's DTF Tax-Free Income 2028 Term Fund position peaked at $375 in Q4 2024.
  • 26 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.