Flagship Harbor Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Flagship Harbor 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	–	Sell	-3,274	Closed	-$82.4K	–	1157
2025 Q4	$82.4K	Buy	+3,274	New	+$79.9K	﹤0.01%	917
2020 Q4	–	Sell	-4,538	Closed	-$89K	–	896
2020 Q3	$89K	Buy	4,538 +1,210	+36%	+$24K	0.01%	687
2020 Q2	$64K	Hold	3,328	–	–	0.01%	780
2020 Q1	$56K	Hold	3,328	–	–	0.01%	723
2019 Q4	$85K	Hold	3,328	–	–	0.01%	653
2019 Q3	$81K	Sell	3,328 -100	-3%	-$2.41K	0.02%	643
2019 Q2	$81K	Sell	3,428 -250	-7%	-$5.8K	0.02%	620
2019 Q1	$81K	Hold	3,678	–	–	0.02%	618
2018 Q4	$69K	Sell	3,678 -1,196	-25%	-$26.5K	0.02%	621
2018 Q3	$120K	Sell	4,874 -4	-0.1%	-$96	0.02%	543
2018 Q2	$112K	Buy	+4,878	New	+$111K	0.02%	542
2018 Q1	–	Sell	-8,528	Closed	-$201K	–	379
2017 Q4	$201K	Buy	+8,528	New	+$193K	0.06%	349

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

Flagship Harbor Advisors's EVT Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026, closing a stake of 3,274 shares — an estimated $82.4K sold.

Flagship Harbor Advisors first reported a position in EVT in Q4 2017 and held it in 12 quarters. The position peaked at $201K in Q4 2017. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Flagship Harbor Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 3,274 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $82.4K.
Flagship Harbor Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 12 quarters.
Flagship Harbor Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $201K in Q4 2017.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.