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Financial Advocates Investment Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-8,637
Closed -$201K – 670
2025
Q1 		$201K Buy
8,637
+87
+1% +$2.08K 0.01% 676
2024
Q4 		$206K Buy
8,550
+83
+1% +$2.05K 0.01% 694
2024
Q3 		$209K Buy
+8,467
New +$202K 0.01% 702
2024
Q2 		– Sell
-13,583
Closed -$321K – 762
2024
Q1 		$321K Buy
13,583
+82
+0.6% +$1.84K 0.02% 568
2023
Q4 		$300K Sell
13,501
-1
-0% -$21 0.02% 555
2023
Q3 		$286K Sell
13,502
-244
-2% -$5.51K 0.02% 540
2023
Q2 		$313K Buy
13,746
+483
+4% +$10.7K 0.02% 510
2023
Q1 		$300K Buy
13,263
+129
+1% +$3K 0.02% 558
2022
Q4 		$299K Buy
13,134
+126
+1% +$2.95K 0.02% 567
2022
Q3 		$283K Sell
13,008
-195
-1% -$4.83K 0.02% 564
2022
Q2 		$315K Hold
13,203
– – 0.03% 493
2022
Q1 		$383K Buy
13,203
+891
+7% +$24.7K 0.03% 510
2021
Q4 		$366K Sell
12,312
-946
-7% -$27.2K 0.02% 575
2021
Q3 		$364K Buy
13,258
+148
+1% +$4.13K 0.02% 559
2021
Q2 		$351K Buy
13,110
+798
+6% +$21.9K 0.02% 565
2021
Q1 		$323K Hold
12,312
– – 0.02% 585
2020
Q4 		$291K Hold
12,312
– – 0.02% 573
2020
Q3 		$243K Hold
12,312
– – 0.02% 530
2020
Q2 		$237K Buy
12,312
+1,609
+15% +$30.3K 0.02% 519
2020
Q1 		$180K Hold
10,703
– – 0.03% 440
2019
Q4 		$273K Hold
10,703
– – 0.03% 416
2019
Q3 		$263K Buy
10,703
+1,453
+16% +$35.1K 0.03% 404
2019
Q2 		$220K Hold
9,250
– – 0.03% 432
2019
Q1 		$206K Buy
+9,250
New +$197K 0.03% 435
2018
Q4 		– Sell
-9,580
Closed -$235K – 446
2018
Q3 		$235K Hold
9,580
– – 0.03% 443
2018
Q2 		$221K Hold
9,580
– – 0.03% 439
2018
Q1 		$210K Sell
9,580
-125
-1% -$2.86K 0.03% 449
2017
Q4 		$226K Buy
+9,705
New +$219K 0.03% 428

Other funds holding EVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's EVT Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2025, closing a stake of 8,637 shares — an estimated $201K sold.

Financial Advocates Investment Management first reported a position in EVT in Q4 2017 and held it in 28 quarters. The position peaked at $383K in Q1 2022. 144 funds tracked by Wall St. Rank hold EVT as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,637 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2025, an estimated $201K.
  • Financial Advocates Investment Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 28 quarters.
  • Financial Advocates Investment Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $383K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.