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IFP Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

IFP Advisors’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
Q1 		$36.8K Sell
1,500
-200
-12% -$5.11K ﹤0.01% 2419
2025
Q4 		$42.8K Hold
1,700
– – ﹤0.01% 2275
2025
Q3 		$41.6K Hold
1,700
– – ﹤0.01% 2173
2025
Q2 		$41K Hold
1,700
– – ﹤0.01% 2156
2025
Q1 		$39.6K Hold
1,700
– – ﹤0.01% 2001
2024
Q4 		$40.9K Hold
1,700
– – ﹤0.01% 1921
2024
Q3 		$42K Hold
1,700
– – ﹤0.01% 1808
2024
Q2 		$39.6K Hold
1,700
– – ﹤0.01% 1770
2024
Q1 		$40.1K Hold
1,700
– – ﹤0.01% 1678
2023
Q4 		$37.8K Sell
1,700
-2,000
-54% -$41.3K ﹤0.01% 1651
2023
Q3 		$78.4K Buy
3,700
+1,000
+37% +$22.6K ﹤0.01% 1375
2023
Q2 		$61.4K Hold
2,700
– – ﹤0.01% 1524
2023
Q1 		$61.5K Sell
2,700
-4,206
-61% -$98K ﹤0.01% 1472
2022
Q4 		$157K Buy
6,906
+50
+0.7% +$1.17K ﹤0.01% 1471
2022
Q3 		$156K Buy
6,856
+48
+0.7% +$1.19K ﹤0.01% 1561
2022
Q2 		$155K Hold
6,808
– – 0.01% 1427
2022
Q1 		$155K Buy
+6,808
New +$188K 0.01% 1427
2019
Q1 		$29K Sell
1,300
-1,392
-52% -$29.6K ﹤0.01% 1183
2018
Q4 		$51K Sell
2,692
-1,077
-29% -$23.9K ﹤0.01% 1603
2018
Q3 		$92K Sell
3,769
-1,200
-24% -$28.8K ﹤0.01% 1528
2018
Q2 		$114K Buy
4,969
+890
+22% +$20.2K ﹤0.01% 1398
2018
Q1 		$95K Hold
4,079
– – ﹤0.01% 1414
2017
Q4 		$95K Sell
4,079
-4,606
-53% -$104K ﹤0.01% 1426
2017
Q3 		$192K Sell
8,685
-677
-7% -$14.8K 0.01% 1170
2017
Q2 		$205K Buy
9,362
+62
+0.7% +$1.34K 0.01% 1114
2017
Q1 		$197K Sell
9,300
-1,545
-14% -$33.2K 0.01% 1121
2016
Q4 		$223K Sell
10,845
-109
-1% -$2.17K 0.01% 997
2016
Q3 		$221K Sell
10,954
-1,032
-9% -$21.3K 0.01% 951
2016
Q2 		$241K Buy
11,986
+10,686
+822% +$213K 0.01% 880
2016
Q1 		$29K Sell
1,300
-8,059
-86% -$147K ﹤0.01% 1183
2015
Q4 		$181K Buy
+9,359
New +$183K 0.01% 874

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

IFP Advisors's EVT Position: Q1 2026 in Review

IFP Advisors reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 12% in Q1 2026, selling an estimated $5.11K and leaving 1,500 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

IFP Advisors first reported a position in EVT in Q4 2015 and has held it in 31 quarters since. The position peaked at $241K in Q2 2016. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • IFP Advisors held 1,500 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $36.8K as of Q1 2026.
  • IFP Advisors sold 200 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $5.11K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2419 holding.
  • IFP Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2015 and has held it in 31 quarters since.
  • IFP Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $241K in Q2 2016.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.