Advisors Asset Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$507K Buy
+20,474
New +$506K 0.01% 962
2024
Q3
Sell
-21,468
Closed -$434K 1483
2024
Q2
$434K Sell
21,468
-6,010
-22% -$120K 0.01% 934
2024
Q1
$540K Sell
27,478
-522
-2% -$10K 0.01% 887
2023
Q4
$531K Sell
28,000
-717
-2% -$12.7K 0.01% 880
2023
Q3
$510K Buy
28,717
+45
+0.2% +$885 0.01% 899
2023
Q2
$585K Sell
28,672
-8
-0% -$164 0.01% 893
2023
Q1
$611K Sell
28,680
-26,615
-48% -$612K 0.01% 885
2022
Q4
$1.26M Buy
55,295
+12,277
+29% +$275K 0.03% 656
2022
Q3
$902K Sell
43,018
-11,027
-20% -$261K 0.02% 766
2022
Q2
$1.24M Sell
54,045
-2,827
-5% -$69.1K 0.02% 682
2022
Q1
$1.45M Sell
56,872
-24,650
-30% -$611K 0.02% 691
2021
Q4
$2.13M Sell
81,522
-9,830
-11% -$240K 0.03% 584
2021
Q3
$2.09M Buy
91,352
+2,839
+3% +$70.1K 0.03% 575
2021
Q2
$2.2M Sell
88,513
-2,797
-3% -$68.3K 0.03% 570
2021
Q1
$2.15M Sell
91,310
-70,136
-43% -$1.51M 0.03% 574
2020
Q4
$3.4M Sell
161,446
-72,338
-31% -$1.48M 0.06% 353
2020
Q3
$4.46M Sell
233,784
-25,197
-10% -$488K 0.08% 230
2020
Q2
$4.99M Buy
258,981
+6,698
+3% +$126K 0.1% 202
2020
Q1
$4.44M Sell
252,283
-9,311
-4% -$226K 0.11% 193
2019
Q4
$7.15M Sell
261,594
-16,442
-6% -$448K 0.13% 188
2019
Q3
$7.91M Sell
278,036
-23,946
-8% -$624K 0.15% 171
2019
Q2
$7.67M Buy
301,982
+21,837
+8% +$543K 0.14% 179
2019
Q1
$6.95M Buy
280,145
+60,822
+28% +$1.43M 0.12% 191
2018
Q4
$4.48M Buy
219,323
+43,742
+25% +$964K 0.09% 259
2018
Q3
$4.09M Buy
175,581
+15,870
+10% +$371K 0.07% 343
2018
Q2
$3.73M Sell
159,711
-38,000
-19% -$849K 0.06% 381
2018
Q1
$4.29M Sell
197,711
-22,801
-10% -$507K 0.07% 362
2017
Q4
$5.44M Sell
220,512
-10,589
-5% -$271K 0.09% 300
2017
Q3
$5.98M Sell
231,101
-86,148
-27% -$2.21M 0.1% 270
2017
Q2
$8.12M Sell
317,249
-94,074
-23% -$2.39M 0.14% 213
2017
Q1
$10.1M Sell
411,323
-211,681
-34% -$5.14M 0.17% 157
2016
Q4
$14.4M Sell
623,004
-188,552
-23% -$4.28M 0.24% 98
2016
Q3
$19.8M Sell
811,556
-115,645
-12% -$2.84M 0.33% 61
2016
Q2
$23.1M Sell
927,201
-82,294
-8% -$1.97M 0.37% 40
2016
Q1
$23M Sell
1,009,495
-54,210
-5% -$1.15M 0.38% 39
2015
Q4
$21.9M Buy
1,063,705
+36,738
+4% +$753K 0.35% 50
2015
Q3
$20.2M Buy
1,026,967
+13,482
+1% +$269K 0.32% 54
2015
Q2
$19.9M Buy
1,013,485
+258,666
+34% +$5.38M 0.27% 91
2015
Q1
$16.1M Buy
754,819
+287,953
+62% +$6.31M 0.21% 123
2014
Q4
$10.4M Buy
466,866
+226,803
+94% +$4.89M 0.14% 189
2014
Q3
$4.95M Buy
240,063
+25,554
+12% +$529K 0.07% 342
2014
Q2
$4.49M Sell
214,509
-219,099
-51% -$4.46M 0.06% 366
2014
Q1
$8.64M Sell
433,608
-124,853
-22% -$2.36M 0.13% 209
2013
Q4
$10.2M Sell
558,461
-263,625
-32% -$4.67M 0.16% 175
2013
Q3
$14.3M Sell
822,086
-133,811
-14% -$2.42M 0.25% 113
2013
Q2
$18M Buy
+955,897
New +$19.2M 0.34% 74

Other funds holding HTD

Advisors Asset Management's HTD Position: Q1 2026 in Review

Advisors Asset Management opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026: 20,474 shares worth $507K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in HTD as recently as Q2 2024.

Advisors Asset Management first reported a position in HTD in Q2 2013 and has held it in 46 quarters since. The position peaked at $23.1M in Q2 2016. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Advisors Asset Management held 20,474 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $507K as of Q1 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund was a new Advisors Asset Management position in Q1 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #962 holding.
  • Advisors Asset Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2013 and has held it in 46 quarters since.
  • Advisors Asset Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $23.1M in Q2 2016.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.