BEI
HTD

Benjamin Edwards Inc’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Benjamin Edwards Inc’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
Q1 		$353K Buy
14,255
+3,700
+35% +$91.5K ﹤0.01% 1109
2025
Q4 		$250K Buy
+10,555
New +$258K ﹤0.01% 1189

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Benjamin Edwards Inc's HTD Position: Q1 2026 in Review

Benjamin Edwards Inc increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 35% in Q1 2026, buying an estimated $91.5K and bringing the position to 14,255 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Benjamin Edwards Inc first reported a position in HTD in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Benjamin Edwards Inc held 14,255 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $353K as of Q1 2026.
  • Benjamin Edwards Inc bought 3,700 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $91.5K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1109 holding.
  • Benjamin Edwards Inc first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.