Institute for Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Institute for Wealth Management’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
2026 Q1	$222K	Sell	8,954 -38	-0.4%	-$940	0.02%	503
2025 Q4	$213K	Hold	8,992	–	–	0.02%	521
2025 Q3	$223K	Hold	8,992	–	–	0.02%	525
2025 Q2	$210K	Hold	8,992	–	–	0.02%	528
2025 Q1	$215K	Sell	8,992 -1,000	-10%	-$23K	0.03%	493
2024 Q4	$220K	Hold	9,992	–	–	0.03%	470
2024 Q3	$232K	Hold	9,992	–	–	0.03%	483
2024 Q2	$202K	Buy	+9,992	New	+$199K	0.03%	480
2024 Q1	–	Sell	-10,192	Closed	-$193K	–	518
2023 Q4	$193K	Sell	10,192 -2,564	-20%	-$45.4K	0.03%	467
2023 Q3	$227K	Hold	12,756	–	–	0.04%	408
2023 Q2	$260K	Hold	12,756	–	–	0.04%	393
2023 Q1	$272K	Sell	12,756 -400	-3%	-$9.2K	0.05%	376
2022 Q4	$301K	Hold	13,156	–	–	0.06%	350
2022 Q3	$276K	Hold	13,156	–	–	0.06%	355
2022 Q2	$302K	Hold	13,156	–	–	0.06%	392
2022 Q1	$336K	Hold	13,156	–	–	0.05%	392
2021 Q4	$344K	Sell	13,156 -33	-0.3%	-$807	0.06%	345
2021 Q3	$302K	Hold	13,189	–	–	0.05%	375
2021 Q2	$328K	Sell	13,189 -16	-0.1%	-$391	0.06%	353
2021 Q1	$310K	Sell	13,205 -49	-0.4%	-$1.06K	0.06%	356
2020 Q4	$279K	Hold	13,254	–	–	0.06%	364
2020 Q3	$253K	Hold	13,254	–	–	0.06%	354
2020 Q2	$255K	Hold	13,254	–	–	0.06%	348
2020 Q1	$233K	Sell	13,254 -437	-3%	-$10.6K	0.07%	336
2019 Q4	$374K	Hold	13,691	–	–	0.08%	302
2019 Q3	$389K	Hold	13,691	–	–	0.1%	281
2019 Q2	$348K	Hold	13,691	–	–	0.08%	321
2019 Q1	$340K	Hold	13,691	–	–	0.07%	311
2018 Q4	$280K	Hold	13,691	–	–	0.11%	207
2018 Q3	$319K	Buy	13,691 +430	+3%	+$10K	0.11%	186
2018 Q2	$310K	Hold	13,261	–	–	0.1%	194
2018 Q1	$293K	Hold	13,261	–	–	0.09%	235
2017 Q4	$327K	Buy	13,261 +818	+7%	+$20.9K	0.08%	290
2017 Q3	$322K	Hold	12,443	–	–	0.1%	222
2017 Q2	$319K	Buy	+12,443	New	+$317K	0.09%	298

Other funds holding HTD

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Institute for Wealth Management's HTD Position: Q1 2026 in Review

Institute for Wealth Management reduced its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 0.42% in Q1 2026, selling an estimated $940 and leaving 8,954 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #503.

Institute for Wealth Management first reported a position in HTD in Q2 2017 and has held it in 35 quarters since. The position peaked at $389K in Q3 2019. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

Institute for Wealth Management held 8,954 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $222K as of Q1 2026.
Institute for Wealth Management sold 38 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $940.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #503 holding.
Institute for Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2017 and has held it in 35 quarters since.
Institute for Wealth Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $389K in Q3 2019.
93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.