DTF

DTF Tax-Free Income 2028 Term Fund

27 hedge funds and large institutions have $11.6M invested in DTF Tax-Free Income 2028 Term Fund in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
4
Reduced
7
Closed
3
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
$3.04M 201,474 -15,923 -7%
KIM
2
Karpus Investment Management
New York
$1.53M 101,407 -33,178 -25%
AAM
3
Advisors Asset Management
Colorado
$1.4M 92,654 -21,016 -18%
Morgan Stanley
4
Morgan Stanley
New York
$879K 58,165 -4,800 -8%
RJA
5
Raymond James & Associates
Florida
$852K 56,387 +711 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$568K 37,603 +5,783 +18%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$491K 32,500 +32,500 New
RCM
8
Robinson Capital Management
Michigan
$418K 27,663 +27,663 New
CRC
9
Curi RMB Capital
Illinois
$410K 27,151 +27,151 New
First Trust Advisors
10
First Trust Advisors
Illinois
$394K 26,104 -2,330 -8%
LCM
11
Landscape Capital Management
New Jersey
$239K 15,808 +15,808 New
LPL Financial
12
LPL Financial
California
$228K 14,994 +14,994 New
SWM
13
Segment Wealth Management
Texas
$218K 14,401
Wells Fargo
14
Wells Fargo
California
$180K 11,916 +1,640 +16%
DHFB
15
Dixon Hubard Feinour & Brown
Virginia
$177K 11,715
LCM
16
Laurion Capital Management
New York
$151K 10,010 +10,010 New
PCP
17
Proficio Capital Partners
Massachusetts
$130K 8,620 +8,620 New
WAM
18
Wolverine Asset Management
Illinois
$90K 6,021 +6,021 New
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$64K 4,264 +4,264 New
IA
20
IFP Advisors
Florida
$33K 2,153 +2,153 New
BC
21
Bartlett & Co
Ohio
$30K 2,000
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$30K 2,000 +2,000 New
Creative Planning
23
Creative Planning
Kansas
$27K 1,801
UBS Group
24
UBS Group
Switzerland
$23K 1,500 -138 -8%
MFS
25
MSI Financial Services
Massachusetts
$18K 1,202 +1,186 +7,413%