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 Q3	$231K	Buy	10,432 +212	+2%	+$5.31K	0.01%	866
2026 Q2	$263K	Buy	+10,220	New	+$259K	0.01%	667
2015 Q1	–	Sell	-1,799	Closed	-$40K	–	1202
2014 Q4	$40K	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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

B. Riley Wealth Advisors's HTD Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 2.1% in Q3 2026, buying an estimated $5.31K and bringing the position to 10,432 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #866.

B. Riley Wealth Advisors first reported a position in HTD in Q2 2014 and has held it in 4 quarters since. The position peaked at $263K in Q2 2026. 12 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

B. Riley Wealth Advisors held 10,432 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $231K as of Q3 2026.
B. Riley Wealth Advisors bought 212 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $5.31K.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #866 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 4 quarters since.
B. Riley Wealth Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $263K in Q2 2026.
12 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.