Eastern Bank’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Eastern Bank’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	$14.4K	Buy	+650	New	+$16.3K	﹤0.01%	866

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank's HTD Position: Q3 2026 in Review

Eastern Bank opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2026: 650 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings.

10 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

Eastern Bank held 650 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $14.4K as of Q3 2026.
John Hancock Tax-Advantaged Dividend Income Fund was a new Eastern Bank position in Q3 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #866 holding.
10 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.