First Horizon Corporation’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

First Horizon Corporation’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	–	Sell	-2,470	Closed	-$63K	–	1544
2026 Q2	$63K	Hold	2,470	–	–	﹤0.01%	633
2026 Q1	$61.2K	Hold	2,470	–	–	﹤0.01%	586
2025 Q4	$58.4K	Hold	2,470	–	–	﹤0.01%	631
2025 Q3	$61.3K	Buy	+2,470	New	+$60.1K	﹤0.01%	576
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	652
2021 Q1	$11K	Hold	500	–	–	﹤0.01%	659
2020 Q4	$10K	Hold	500	–	–	﹤0.01%	647
2020 Q3	$9K	Buy	+500	New	+$9.7K	﹤0.01%	638

Other funds holding HTD

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

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 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

First Horizon Corporation's HTD Position: Q3 2026 in Review

First Horizon Corporation sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2026, closing a stake of 2,470 shares — an estimated $63K sold.

First Horizon Corporation first reported a position in HTD in Q3 2020 and held it in 8 quarters. The position peaked at $63K in Q2 2026. 23 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

First Horizon Corporation reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2026 after selling out during the quarter.
First Horizon Corporation sold 2,470 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $63K.
First Horizon Corporation first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2020 and held it in 8 quarters.
First Horizon Corporation's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $63K in Q2 2026.
23 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on First Horizon Corporation's 13F filing for Q3 2026, filed 26 Oct 2026.