HighTower Advisors
HTD

HighTower Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

HighTower Advisors’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
2025
Q1 		– Sell
-11,495
Closed -$253K – 3883
2024
Q4 		$253K Buy
11,495
+68
+0.6% +$1.56K ﹤0.01% 3015
2024
Q3 		$266K Sell
11,427
-1,152
-9% -$24.6K ﹤0.01% 2902
2024
Q2 		$253K Buy
12,579
+675
+6% +$13.4K ﹤0.01% 2856
2024
Q1 		$234K Buy
11,904
+88
+0.7% +$1.69K ﹤0.01% 2879
2023
Q4 		$223K Sell
11,816
-81
-0.7% -$1.44K ﹤0.01% 2942
2023
Q3 		$211K Sell
11,897
-672
-5% -$13.2K ﹤0.01% 2871
2023
Q2 		$256K Buy
12,569
+1,241
+11% +$25.5K ﹤0.01% 2672
2023
Q1 		$241K Buy
11,328
+1,587
+16% +$36.5K ﹤0.01% 2611
2022
Q4 		$223K Buy
+9,741
New +$218K ﹤0.01% 2687
2022
Q3 		– Sell
-9,013
Closed -$208K – 3256
2022
Q2 		$208K Buy
9,013
+23
+0.3% +$563 ﹤0.01% 2612
2022
Q1 		$232K Sell
8,990
-1,250
-12% -$31K ﹤0.01% 2715
2021
Q4 		$269K Buy
10,240
+88
+0.9% +$2.15K ﹤0.01% 2538
2021
Q3 		$234K Buy
10,152
+235
+2% +$5.8K ﹤0.01% 2594
2021
Q2 		$247K Buy
9,917
+423
+4% +$10.3K ﹤0.01% 2512
2021
Q1 		$224K Buy
+9,494
New +$205K ﹤0.01% 2509
2020
Q4 		– Sell
-12,348
Closed -$234K – 2716
2020
Q3 		$234K Sell
12,348
-2,323
-16% -$44.9K ﹤0.01% 1987
2020
Q2 		$283K Sell
14,671
-2,410
-14% -$45.5K ﹤0.01% 1776
2020
Q1 		$299K Sell
17,081
-2,047
-11% -$49.7K ﹤0.01% 1574
2019
Q4 		$524K Buy
19,128
+255
+1% +$6.94K ﹤0.01% 1434
2019
Q3 		$536K Buy
18,873
+6,619
+54% +$173K ﹤0.01% 1474
2019
Q2 		$313K Buy
12,254
+2,319
+23% +$57.7K ﹤0.01% 1774
2019
Q1 		$248K Buy
+9,935
New +$233K ﹤0.01% 1829

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

HighTower Advisors's HTD Position: Q1 2025 in Review

HighTower Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2025, closing a stake of 11,495 shares — an estimated $253K sold.

HighTower Advisors first reported a position in HTD in Q1 2019 and held it in 22 quarters. The position peaked at $536K in Q3 2019. 82 funds tracked by Wall St. Rank hold HTD as of Q1 2025.

  • HighTower Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 11,495 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2025, an estimated $253K.
  • HighTower Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2019 and held it in 22 quarters.
  • HighTower Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $536K in Q3 2019.
  • 82 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.