B. Riley Wealth Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

B. Riley Wealth Advisors’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	$263K	Buy	+10,220	New	+$259K	0.01%	667
2015 Q1	–	Sell	-1,799	Closed	-$40	–	1202
2014 Q4	$40	Buy	+1,799	New	+$38.8K	﹤0.01%	2199
2014 Q3	–	Sell	-1,799	Closed	-$37.7K	–	1200
2014 Q2	$37.7K	Buy	+1,799	New	+$36.6K	0.01%	1156

Other funds holding HTD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KSB

Kennebec Savings Bank Augusta, Maine $125M AUM 27.46% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

B. Riley Wealth Advisors's HTD Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2026: 10,220 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in HTD as recently as Q4 2014.

B. Riley Wealth Advisors first reported a position in HTD in Q2 2014 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

B. Riley Wealth Advisors held 10,220 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $263K as of Q2 2026.
John Hancock Tax-Advantaged Dividend Income Fund was a new B. Riley Wealth Advisors position in Q2 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #667 holding.
B. Riley Wealth Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2014 and has held it in 3 quarters since.
12 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.