FFA
HTD

Founders Financial Alliance’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-2,925
Closed -$57K – 801
2020
Q3 		$57K Buy
+2,925
New +$56.6K 0.03% 356

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Founders Financial Alliance's HTD Position: Q4 2020 in Review

Founders Financial Alliance sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2020, closing a stake of 2,925 shares — an estimated $57K sold.

Founders Financial Alliance first reported a position in HTD in Q3 2020 and held it in 1 quarter. The position peaked at $57K in Q3 2020. 85 funds tracked by Wall St. Rank hold HTD as of Q4 2020.

  • Founders Financial Alliance reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 2,925 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2020, an estimated $57K.
  • Founders Financial Alliance first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $57K in Q3 2020.
  • 85 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.