DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

31 hedge funds and large institutions have $30.1M invested in DTF Tax-Free Income 2028 Term Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.6M
2
1CP
2
1607 Capital Partners
Virginia
$1.3M
3
BI
3
Bulldog Investors
New Jersey
$1.86M
4
SCM
4
Saba Capital Management
New York
$901K
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$4.25M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$619K
4
LPL Financial
4
LPL Financial
California
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
26
Quad-Cities Investment Group
Iowa
$127K +$998 +80 +0.8%
UBS Group
27
UBS Group
Switzerland
$34K -$16.3K -1,325 -32%
SWM
28
SeaCrest Wealth Management
New York
$19K – – –
AIC
29
Ameritas Investment Company
Nebraska
$6K +$6K +500 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$5K – – –
PWMG
31
Prestige Wealth Management Group
New Jersey
$5K +$5K +400 New
PAS
32
Park Avenue Securities
New York
– -$259K -20,130 Closed
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
– -$237K -18,465 Closed
LPL Financial
34
LPL Financial
California
– -$188K -14,603 Closed
TSS
35
Two Sigma Securities
New York
– -$132K -10,290 Closed
1
2