DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

25 hedge funds and large institutions have $9.89M invested in DTF Tax-Free Income 2028 Term Fund in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$795K
2
LPL Financial
2
LPL Financial
California
$185K
3
VKH
3
Virtu KCG Holdings
New York
$175K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$871K
5
Creative Planning
5
Creative Planning
Kansas
$103K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.5M
2
MSL
2
Mackay Shields LLC
New York
$0
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$397K
4
Morgan Stanley
4
Morgan Stanley
New York
$457K
5
AAM
5
Advisors Asset Management
Colorado
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$1.69M 103,433 -1,852 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.5M 92,097 -93,743 -50%
RJA
3
Raymond James & Associates
Florida
$1.32M 81,197 +2,513 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$871K 53,439 +7,237 +16%
Bank of America
5
Bank of America
North Carolina
$795K 48,797 +47,742 +4,525%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$737K 45,249 – –
First Trust Advisors
7
First Trust Advisors
Illinois
$462K 28,378 +3,035 +12%
Morgan Stanley
8
Morgan Stanley
New York
$457K 28,024 -8,893 -24%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$397K 24,372 -22,206 -48%
SWM
10
Segment Wealth Management
Texas
$235K 14,401 – –
DWA
11
Douglass Winthrop Advisors
New York
$229K 14,050 – –
Wells Fargo
12
Wells Fargo
California
$192K 11,802 +2,750 +30%
LPL Financial
13
LPL Financial
California
$185K 11,470 +11,470 New
VKH
14
Virtu KCG Holdings
New York
$175K 10,726 +10,726 New
DHFB
15
Dixon Hubard Feinour & Brown
Virginia
$171K 10,515 -1,200 -10%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$130K 8,000 – –
Creative Planning
17
Creative Planning
Kansas
$103K 6,309 +3,500 +125%
UBS Group
18
UBS Group
Switzerland
$63K 3,866 +440 +13%
VNA
19
Valley National Advisers
Pennsylvania
$38K 2,339 – –
IA
20
IFP Advisors
Florida
$38K 2,308 – –
BC
21
Bartlett & Co
Ohio
$33K 2,000 – –
AG
22
Advisor Group
Arizona
$24K 1,500 – –
MFS
23
MSI Financial Services
Massachusetts
$20K 1,202 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$17K 1,025 – –
WAM
25
Wealthspire Advisors (Maryland)
Maryland
– – – –
1
2