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

FourThought Financial’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
2022 Q3	$10K	Buy	494 +119	+32%	+$2.81K	﹤0.01%	1037
2022 Q2	$9K	Hold	375	–	–	﹤0.01%	1040
2022 Q1	$10K	Hold	375	–	–	﹤0.01%	1041
2021 Q4	$10K	Hold	375	–	–	﹤0.01%	1072
2021 Q3	$8K	Hold	375	–	–	﹤0.01%	1138
2021 Q2	$9K	Hold	375	–	–	﹤0.01%	1121
2021 Q1	$8K	Hold	375	–	–	﹤0.01%	1101
2020 Q4	$7K	Buy	+375	New	+$7.67K	﹤0.01%	1089

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FourThought Financial's HTD Position: Q3 2022 in Review

FourThought Financial increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 32% in Q3 2022, buying an estimated $2.81K and bringing the position to 494 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

FourThought Financial first reported a position in HTD in Q4 2020 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold HTD as of Q3 2022.

FourThought Financial held 494 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $10K as of Q3 2022.
FourThought Financial bought 119 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2022, an estimated $2.81K.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1037 holding.
FourThought Financial first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2020 and has held it in 8 quarters since.
82 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.