FSA
EVT icon

Financial Security Advisor’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Financial Security Advisor’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 		$307K Buy
12,500
+245
+2% +$6.26K 0.06% 121
2025
Q4 		$309K Buy
12,255
+255
+2% +$6.22K 0.06% 120
2025
Q3 		$293K Hold
12,000
– – 0.06% 111
2025
Q2 		$289K Buy
12,000
+1,000
+9% +$22.7K 0.07% 101
2025
Q1 		$256K Buy
11,000
+1,000
+10% +$23.9K 0.06% 101
2024
Q4 		$241K Hold
10,000
– – 0.06% 100
2024
Q3 		$247K Hold
10,000
– – 0.06% 94
2024
Q2 		$233K Hold
10,000
– – 0.08% 97
2024
Q1 		$236K Hold
10,000
– – 0.08% 94
2023
Q4 		$223K Hold
10,000
– – 0.09% 88
2023
Q3 		$212K Buy
+10,000
New +$226K 0.1% 89

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return