EverSource Wealth Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

EverSource Wealth Advisors’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.2K	Sell	700 -50	-7%	-$1.28K	﹤0.01%	2600
2025 Q4	$18.9K	Hold	750	–	–	﹤0.01%	2423
2025 Q3	$18.3K	Hold	750	–	–	﹤0.01%	2422
2025 Q2	$18.1K	Hold	750	–	–	﹤0.01%	2375
2025 Q1	$17.5K	Hold	750	–	–	﹤0.01%	1762
2024 Q4	$18K	Sell	750 -780	-51%	-$19.3K	﹤0.01%	1687
2024 Q3	$37.8K	Buy	1,530 +11	+0.7%	+$263	﹤0.01%	1185
2024 Q2	$36.9K	Buy	1,519 +16	+1%	+$372	﹤0.01%	1240
2024 Q1	$34.1K	Buy	1,503 +24	+2%	+$539	﹤0.01%	1134
2023 Q4	$32.9K	Buy	1,479 +16	+1%	+$331	﹤0.01%	1057
2023 Q3	$31K	Buy	1,463 +9	+0.6%	+$203	﹤0.01%	969
2023 Q2	$33.1K	Hold	1,454	–	–	﹤0.01%	988
2023 Q1	$32.9K	Buy	1,454 +750	+107%	+$17.5K	﹤0.01%	931
2022 Q4	$16.1K	Buy	+704	New	+$16.5K	﹤0.01%	1139

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

EverSource Wealth Advisors's EVT Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 6.7% in Q1 2026, selling an estimated $1.28K and leaving 700 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

EverSource Wealth Advisors first reported a position in EVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.8K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

EverSource Wealth Advisors held 700 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $17.2K as of Q1 2026.
EverSource Wealth Advisors sold 50 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $1.28K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2600 holding.
EverSource Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $37.8K in Q3 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.