Janney Montgomery Scott
EVT icon

Janney Montgomery Scott’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Janney Montgomery Scott’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 		$1.28M Buy
52,167
+1,776
+4% +$45.4K ﹤0.01% 1514
2025
Q4 		$1.27M Sell
50,391
-2,489
-5% -$60.8K ﹤0.01% 1597
2025
Q3 		$1.29M Buy
52,880
+4,500
+9% +$109K ﹤0.01% 1546
2025
Q2 		$1.17M Buy
48,380
+935
+2% +$21.3K ﹤0.01% 1497
2025
Q1 		$1.1M Buy
47,445
+2,645
+6% +$63.3K ﹤0.01% 1475
2024
Q4 		$1.08M Sell
44,800
-145
-0.3% -$3.58K ﹤0.01% 1496
2024
Q3 		$1.11M Sell
44,945
-1,300
-3% -$31.1K ﹤0.01% 1449
2024
Q2 		$1.08M Buy
46,245
+1,199
+3% +$27.8K ﹤0.01% 1406
2024
Q1 		$1.06M Buy
45,046
+1,330
+3% +$29.9K ﹤0.01% 1492
2023
Q4 		$973K Buy
43,716
+973
+2% +$20.1K ﹤0.01% 1464
2023
Q3 		$905K Sell
42,743
-2,575
-6% -$58.2K ﹤0.01% 1394
2023
Q2 		$1.03M Buy
45,318
+1,119
+3% +$24.9K ﹤0.01% 1393
2023
Q1 		$999K Sell
44,199
-615
-1% -$14.3K ﹤0.01% 1317
2022
Q4 		$1.02M Buy
44,814
+290
+0.7% +$6.79K ﹤0.01% 1364
2022
Q3 		$968K Sell
44,524
-500
-1% -$12.4K ﹤0.01% 1335
2022
Q2 		$1.05M Buy
45,024
+500
+1% +$12.7K ﹤0.01% 1214
2022
Q1 		$1.29M Sell
44,524
-3,526
-7% -$97.6K 0.01% 1124
2021
Q4 		$1.43M Sell
48,050
-6,458
-12% -$186K 0.01% 1146
2021
Q3 		$1.5M Buy
54,508
+5,025
+10% +$140K 0.01% 1087
2021
Q2 		$1.37M Sell
49,483
-1,413
-3% -$38.9K 0.01% 1123
2021
Q1 		$1.34M Sell
50,896
-13,988
-22% -$343K 0.01% 1064
2020
Q4 		$1.53M Buy
64,884
+3,450
+6% +$74.3K 0.01% 973
2020
Q3 		$1.21M Buy
61,434
+8,016
+15% +$159K 0.01% 1012
2020
Q2 		$1.03M Buy
53,418
+2,558
+5% +$48.1K 0.01% 1027
2020
Q1 		$856K Sell
50,860
-464
-0.9% -$10.6K 0.01% 986
2019
Q4 		$1.31M Buy
51,324
+829
+2% +$20.6K 0.01% 952
2019
Q3 		$1.24M Sell
50,495
-3,981
-7% -$96K 0.01% 942
2019
Q2 		$1.3M Buy
54,476
+741
+1% +$17.2K 0.01% 922
2019
Q1 		$1.2M Sell
53,735
-7,991
-13% -$170K 0.01% 932
2018
Q4 		$1.17M Buy
61,726
+2,249
+4% +$49.9K 0.01% 852
2018
Q3 		$1.46M Sell
59,477
-517
-0.9% -$12.4K 0.01% 836
2018
Q2 		$1.38M Buy
59,994
+1,672
+3% +$37.9K 0.01% 826
2018
Q1 		$1.28M Buy
58,322
+245
+0.4% +$5.6K 0.01% 852
2017
Q4 		$1.35M Buy
58,077
+8,982
+18% +$203K 0.01% 819
2017
Q3 		$1.09M Buy
49,095
+14,295
+41% +$313K 0.01% 880
2017
Q2 		$761K Buy
34,800
+696
+2% +$15.1K 0.01% 1000
2017
Q1 		$721K Sell
34,104
-6,293
-16% -$135K 0.01% 991
2016
Q4 		$830K Buy
40,397
+16,890
+72% +$337K 0.01% 864
2016
Q3 		$474K Buy
+23,507
New +$485K 0.01% 987
2016
Q2 		– Sell
-22,317
Closed -$428K – 828
2016
Q1 		$428K Buy
22,317
+1,897
+9% +$34.6K 0.01% 838
2015
Q4 		$395K Sell
20,420
-979
-5% -$19.1K 0.01% 927
2015
Q3 		$393K Buy
+21,399
New +$420K 0.01% 944
2015
Q2 		– Sell
-9,762
Closed -$201K – 2069
2015
Q1 		$201K Sell
9,762
-21,391
-69% -$441K ﹤0.01% 2098
2014
Q4 		$648K Buy
31,153
+1,167
+4% +$23.6K 0.01% 1113
2014
Q3 		$605K Buy
29,986
+3,551
+13% +$72.6K 0.01% 1137
2014
Q2 		$547K Buy
26,435
+969
+4% +$19.4K 0.01% 1183
2014
Q1 		$501K Buy
25,466
+1,956
+8% +$37.5K 0.01% 1129
2013
Q4 		$447K Buy
23,510
+1,073
+5% +$19.9K 0.01% 1155
2013
Q3 		$404K Buy
+22,437
New +$411K 0.01% 1133

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

Janney Montgomery Scott's EVT Position: Q1 2026 in Review

Janney Montgomery Scott increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 3.5% in Q1 2026, buying an estimated $45.4K and bringing the position to 52,167 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Janney Montgomery Scott first reported a position in EVT in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.53M in Q4 2020. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Janney Montgomery Scott held 52,167 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $1.28M as of Q1 2026.
  • Janney Montgomery Scott bought 1,776 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $45.4K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1514 holding.
  • Janney Montgomery Scott first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2013 and has held it in 49 quarters since.
  • Janney Montgomery Scott's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.53M in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.