We are live on ! Find out more
DTF

DTF Tax-Free Income 2028 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.04M -$238K -15,923 -7%
KIM
2
Karpus Investment Management
New York
$1.53M -$495K -33,178 -25%
AAM
3
Advisors Asset Management
Colorado
$1.4M -$314K -21,016 -18%
Morgan Stanley
4
Morgan Stanley
New York
$879K -$71.6K -4,800 -8%
RJA
5
Raymond James & Associates
Florida
$852K +$10.6K +711 +1%
Nuveen
6
Nuveen
North Carolina
$684K -$260K -17,402 -28%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$568K +$86.3K +5,783 +18%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$491K +$485K +32,500 New
RCM
9
Robinson Capital Management
Michigan
$418K +$413K +27,663 New
CRC
10
Curi RMB Capital
Illinois
$410K +$405K +27,151 New
First Trust Advisors
11
First Trust Advisors
Illinois
$394K -$34.8K -2,330 -8%
LCM
12
Landscape Capital Management
New Jersey
$239K +$236K +15,808 New
LPL Financial
13
LPL Financial
California
$228K +$224K +14,994 New
SWM
14
Segment Wealth Management
Texas
$218K
Wells Fargo
15
Wells Fargo
California
$180K +$24.5K +1,640 +16%
DHFB
16
Dixon Hubard Feinour & Brown
Virginia
$177K
LCM
17
Laurion Capital Management
New York
$151K +$149K +10,010 New
PCP
18
Proficio Capital Partners
Massachusetts
$130K +$129K +8,620 New
WAM
19
Wolverine Asset Management
Illinois
$90K +$89.8K +6,021 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$64K +$63.6K +4,264 New
IA
21
IFP Advisors
Florida
$33K +$32.1K +2,153 New
BC
22
Bartlett & Co
Ohio
$30K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$30K +$29.8K +2,000 New
Creative Planning
24
Creative Planning
Kansas
$27K
UBS Group
25
UBS Group
Switzerland
$23K -$2.06K -138 -8%