Concurrent Investment Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Concurrent Investment 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	$1.2M	Buy	54,099 +44,119	+442%	+$1.11M	0.01%	1057
2026 Q2	$254K	Hold	9,980	–	–	﹤0.01%	1798
2026 Q1	$247K	Sell	9,980 -163	-2%	-$4.03K	﹤0.01%	1613
2025 Q4	$240K	Sell	10,143 -242	-2%	-$5.91K	﹤0.01%	1529
2025 Q3	$258K	Buy	+10,385	New	+$253K	﹤0.01%	1222

Other funds holding HTD

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

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

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

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $503M AUM 20.28% 1-Year Est. Return

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

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Concurrent Investment Advisors's HTD Position: Q3 2026 in Review

Concurrent Investment Advisors increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 442% in Q3 2026, buying an estimated $1.11M and bringing the position to 54,099 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1057.

Concurrent Investment Advisors first reported a position in HTD in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

Concurrent Investment Advisors held 54,099 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $1.2M as of Q3 2026.
Concurrent Investment Advisors bought 44,119 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $1.11M.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1057 holding.
Concurrent Investment Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.