DTF

DTF Tax-Free Income 2028 Term Fund

21 hedge funds and large institutions have $11.1M invested in DTF Tax-Free Income 2028 Term Fund in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.69M 174,878 -539 -0.3%
KIM
2
Karpus Investment Management
New York
$2.08M 135,282 +5,414 +4%
AAM
3
Advisors Asset Management
Colorado
$2.03M 132,029 -7,069 -5%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$964K 62,651
RJA
5
Raymond James & Associates
Florida
$728K 47,310 +361 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$531K 34,534 +2,417 +8%
WAM
7
Wolverine Asset Management
Illinois
$433K 28,218 +27,418 +3,427%
First Trust Advisors
8
First Trust Advisors
Illinois
$432K 28,060 -302 -1%
Goldman Sachs
9
Goldman Sachs
New York
$296K 19,269
FM
10
Foster & Motley
Ohio
$248K 16,139 -4,765 -23%
Wells Fargo
11
Wells Fargo
California
$228K 14,846 +999 +7%
SWM
12
Segment Wealth Management
Texas
$221K 14,401
UBS Group
13
UBS Group
Switzerland
$59K 3,850 +3,850 New
MMG
14
Monetary Management Group
Missouri
$46K 3,000 +1,250 +71%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$40K 2,600 +2,600 New
BC
16
Bartlett & Co
Ohio
$31K 2,000
Creative Planning
17
Creative Planning
Kansas
$28K 1,801
Bank of America
18
Bank of America
North Carolina
$15K 1,000
GT
19
Glenmede Trust
Pennsylvania
$13K 894
BRWA
20
B. Riley Wealth Advisors
Florida
$13 850 +850 New
DA
21
Doliver Advisors
Texas
-14,937 Closed
Ameriprise
22
Ameriprise
Minnesota
-230 Closed
MFS
23
MSI Financial Services
Massachusetts
$0 16