DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

27 hedge funds and large institutions have $11.5M invested in DTF Tax-Free Income 2028 Term Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$842K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$405K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$470K
5
MIG
5
Mariner Investment Group
New York
$244K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
CRC
2
Curi RMB Capital
Illinois
$313K
3
IWA
3
IBEX Wealth Advisors
New Jersey
$0
4
AAM
4
Advisors Asset Management
Colorado
$1.08M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$33K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
26
Bartlett & Co
Ohio
$28K 2,000 – –
SWM
27
SeaCrest Wealth Management
New York
$24K 1,695 +1,695 New
HNB
28
Huntington National Bank
Ohio
– – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
– – -29,730 Closed
IWA
30
IBEX Wealth Advisors
New Jersey
– – -6,208 Closed
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
– – -3,500 Closed
WAM
32
Wealthspire Advisors (Maryland)
Maryland
– – – –
THWM
33
Taylor Hoffman Wealth Management
Virginia
– – – –
1
2