Arax Advisory Partners’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Arax Advisory Partners’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.12K	Sell	201 -1,891	-90%	-$48K	﹤0.01%	4584
2026 Q1	$51.8K	Sell	2,092 -201	-9%	-$4.97K	﹤0.01%	1684
2025 Q4	$54.3K	Buy	2,293 +2,092	+1,041%	+$51.1K	﹤0.01%	1567
2025 Q3	$4.98K	Buy	+201	New	+$4.89K	﹤0.01%	2873

Other funds holding HTD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Arax Advisory Partners's HTD Position: Q2 2026 in Review

Arax Advisory Partners reduced its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 90% in Q2 2026, selling an estimated $48K and leaving 201 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4584.

Arax Advisory Partners first reported a position in HTD in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.3K in Q4 2025. 94 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

Arax Advisory Partners held 201 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $5.12K as of Q2 2026.
Arax Advisory Partners sold 1,891 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $48K.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4584 holding.
Arax Advisory Partners first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2025 and has held it in 4 quarters since.
Arax Advisory Partners's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $54.3K in Q4 2025.
94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.