Institute for Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-8,954
| Closed | -$228K | – | 1047 |
|
|
2026
Q2 | $228K | Hold |
8,954
| – | – | 0.02% | 483 |
|
|
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
Institute for Wealth Management's HTD Position: Q3 2026 in Review
Institute for Wealth Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2026, closing a stake of 8,954 shares — an estimated $228K sold.
Institute for Wealth Management first reported a position in HTD in Q2 2017 and held it in 36 quarters. The position peaked at $389K in Q3 2019. 46 funds tracked by Wall St. Rank hold HTD as of Q3 2026.
- Institute for Wealth Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2026 after selling out during the quarter.
- Institute for Wealth Management sold 8,954 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $228K.
- Institute for Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2017 and held it in 36 quarters.
- Institute for Wealth Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $389K in Q3 2019.
- 46 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.
Based on Institute for Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.