Ameritas Advisory Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Ameritas Advisory Services’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,710	Closed	-$41.8K	–	1285
2025 Q3	$41.8K	Sell	1,710 -990	-37%	-$23.9K	﹤0.01%	1156
2025 Q2	$65.1K	Buy	+2,700	New	+$61.4K	﹤0.01%	1186
2023 Q2	–	Sell	-2,048	Closed	-$46.4K	–	1152
2023 Q1	$46.4K	Buy	+2,048	New	+$47.7K	﹤0.01%	1283

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Ameritas Advisory Services's EVT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2025, closing a stake of 1,710 shares — an estimated $41.8K sold.

Ameritas Advisory Services first reported a position in EVT in Q1 2023 and held it in 3 quarters. The position peaked at $65.1K in Q2 2025. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

Ameritas Advisory Services reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,710 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $41.8K.
Ameritas Advisory Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $65.1K in Q2 2025.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.