Future Financial Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-1,498	Closed	-$36.6K	–	214
2025 Q3	$36.6K	Buy	1,498 +30	+2%	+$725	0.02%	284
2025 Q2	$35.4K	Buy	1,468 +31	+2%	+$705	0.02%	280
2025 Q1	$33.4K	Sell	1,437 -397	-22%	-$9.5K	0.02%	274
2024 Q4	$44.1K	Buy	1,834 +36	+2%	+$890	0.03%	248
2024 Q3	$44.4K	Buy	+1,798	New	+$43K	0.03%	269
2024 Q2	–	Sell	-1,725	Closed	-$40.7K	–	214
2024 Q1	$40.7K	Buy	+1,725	New	+$38.8K	0.03%	283
2022 Q2	–	Sell	-1,477	Closed	-$43K	–	225
2022 Q1	$43K	Buy	1,477 +17	+1%	+$471	0.04%	284
2021 Q4	$43K	Buy	+1,460	New	+$42K	0.03%	289

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Future Financial Wealth Management's EVT Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2025, closing a stake of 1,498 shares — an estimated $36.6K sold.

Future Financial Wealth Management first reported a position in EVT in Q4 2021 and held it in 8 quarters. The position peaked at $44.4K in Q3 2024. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

Future Financial Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,498 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $36.6K.
Future Financial Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $44.4K in Q3 2024.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.