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DTF

DTF Tax-Free Income 2028 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$1.33M -$81.6K -5,421 -6%
RJA
2
Raymond James & Associates
Florida
$1.22M +$4.14K +275 +0.3%
Bank of America
3
Bank of America
North Carolina
$706K +$2.74K +182 +0.4%
Nuveen
4
Nuveen
North Carolina
$673K
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$539K -$30.7K -2,038 -5%
LCM
6
Laurion Capital Management
New York
$397K +$402K +26,712 New
First Trust Advisors
7
First Trust Advisors
Illinois
$313K -$259K -17,204 -45%
Morgan Stanley
8
Morgan Stanley
New York
$278K +$14.5K +962 +5%
LPL Financial
9
LPL Financial
California
$200K +$43.3K +2,875 +27%
DHFB
10
Dixon Hubard Feinour & Brown
Virginia
$179K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$168K +$170K +11,298 New
Wells Fargo
12
Wells Fargo
California
$123K -$37.4K -2,483 -23%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$119K
UBS Group
14
UBS Group
Switzerland
$118K +$33K +2,194 +38%
IA
15
IFP Advisors
Florida
$34K
BC
16
Bartlett & Co
Ohio
$30K
Creative Planning
17
Creative Planning
Kansas
$27K
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$10K
RJFSA
19
Raymond James Financial Services Advisors
Florida
-$745K -51,656 Closed
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
-$447K -30,956 Closed
SWM
21
Segment Wealth Management
Texas
-$208K -14,401 Closed
DWA
22
Douglass Winthrop Advisors
New York
-$203K -14,050 Closed
IWA
23
IBEX Wealth Advisors
New Jersey
-$109K -7,411 Closed
BFEC
24
Benjamin F. Edwards & Company
Missouri
-$15K -1,036 Closed