DTF

DTF Tax-Free Income 2028 Term Fund

17 hedge funds and large institutions have $6.47M invested in DTF Tax-Free Income 2028 Term Fund in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
17
Holders Change
-5
Holders Change %
-22.73%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$1.33M 89,701 -5,421 -6%
RJA
2
Raymond James & Associates
Florida
$1.22M 82,206 +275 +0.3%
Bank of America
3
Bank of America
North Carolina
$706K 47,460 +182 +0.4%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$673K 45,249
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$539K 36,235 -2,038 -5%
LCM
6
Laurion Capital Management
New York
$397K 26,712 +26,712 New
First Trust Advisors
7
First Trust Advisors
Illinois
$313K 21,029 -17,204 -45%
Morgan Stanley
8
Morgan Stanley
New York
$278K 18,672 +962 +5%
LPL Financial
9
LPL Financial
California
$200K 13,365 +2,875 +27%
DHFB
10
Dixon Hubard Feinour & Brown
Virginia
$179K 12,015
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$168K 11,298 +11,298 New
Wells Fargo
12
Wells Fargo
California
$123K 8,276 -2,483 -23%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$119K 8,000
UBS Group
14
UBS Group
Switzerland
$118K 7,967 +2,194 +38%
IA
15
IFP Advisors
Florida
$34K 2,308
BC
16
Bartlett & Co
Ohio
$30K 2,000
Creative Planning
17
Creative Planning
Kansas
$27K 1,801
WAM
18
Wealthspire Advisors (Maryland)
Maryland
RJFSA
19
Raymond James Financial Services Advisors
Florida
-51,656 Closed
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
-30,956 Closed
SWM
21
Segment Wealth Management
Texas
-14,401 Closed
DWA
22
Douglass Winthrop Advisors
New York
-14,050 Closed
IWA
23
IBEX Wealth Advisors
New Jersey
-7,411 Closed
BFEC
24
Benjamin F. Edwards & Company
Missouri
-1,036 Closed