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Founders Financial Alliance’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Founders Financial Alliance’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
Q2 		$1.11M Buy
40,261
+1,718
+4% +$45.1K 0.15% 137
2026
Q1 		$946K Buy
38,543
+2,301
+6% +$58.8K 0.17% 129
2025
Q4 		$913K Buy
36,242
+575
+2% +$14K 0.17% 118
2025
Q3 		$872K Buy
35,667
+559
+2% +$13.5K 0.16% 127
2025
Q2 		$846K Buy
35,108
+474
+1% +$10.8K 0.19% 113
2025
Q1 		$806K Buy
34,634
+3,407
+11% +$81.5K 0.2% 109
2024
Q4 		$751K Buy
31,227
+830
+3% +$20.5K 0.21% 104
2024
Q3 		$751K Buy
30,397
+1,635
+6% +$39.1K 0.21% 102
2024
Q2 		$670K Buy
28,762
+618
+2% +$14.4K 0.2% 108
2024
Q1 		$664K Buy
28,144
+726
+3% +$16.3K 0.2% 107
2023
Q4 		$610K Buy
27,418
+71
+0.3% +$1.47K 0.24% 93
2023
Q3 		$579K Buy
27,347
+451
+2% +$10.2K 0.25% 89
2023
Q2 		$612K Buy
26,896
+173
+0.6% +$3.85K 0.24% 90
2023
Q1 		$618K Buy
26,723
+320
+1% +$7.45K 0.31% 76
2022
Q4 		$602K Buy
26,403
+205
+0.8% +$4.8K 0.28% 84
2022
Q3 		$570K Buy
+26,198
New +$649K 0.29% 81
2022
Q2 		– Sell
-23,942
Closed -$694K – 515
2022
Q1 		$694K Sell
23,942
-7,684
-24% -$213K 0.31% 77
2021
Q4 		$942K Buy
31,626
+1,663
+6% +$47.9K 0.38% 67
2021
Q3 		$823K Buy
29,963
+15,716
+110% +$439K 0.38% 64
2021
Q2 		$394K Buy
14,247
+3,596
+34% +$98.9K 0.18% 131
2021
Q1 		$280K Buy
10,651
+591
+6% +$14.5K 0.14% 171
2020
Q4 		$238K Hold
10,060
– – 0.13% 167
2020
Q3 		$198K Buy
+10,060
New +$200K 0.12% 159

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Founders Financial Alliance's EVT Position: Q2 2026 in Review

Founders Financial Alliance increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 4.5% in Q2 2026, buying an estimated $45.1K and bringing the position to 40,261 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #137.

Founders Financial Alliance first reported a position in EVT in Q3 2020 and has held it in 23 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Founders Financial Alliance held 40,261 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $1.11M as of Q2 2026.
  • Founders Financial Alliance bought 1,718 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $45.1K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.15% of Founders Financial Alliance's portfolio in Q2 2026, its #137 holding.
  • Founders Financial Alliance first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2020 and has held it in 23 quarters since.
  • 157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.