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

JFS Wealth 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
2026 Q3	$1.46K	Hold	66	–	–	﹤0.01%	1687
2026 Q2	$1.68K	Buy	+66	New	+$1.68K	﹤0.01%	1655

Other funds holding HTD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JFS Wealth Advisors's HTD Position: Q3 2026 in Review

JFS Wealth Advisors held its John Hancock Tax-Advantaged Dividend Income Fund (HTD) position steady in Q3 2026 at 66 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

JFS Wealth Advisors first reported a position in HTD in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.68K in Q2 2026. 46 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

JFS Wealth Advisors held 66 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $1.46K as of Q3 2026.
JFS Wealth Advisors left its John Hancock Tax-Advantaged Dividend Income Fund share count unchanged in Q3 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1687 holding.
JFS Wealth Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2026 and has held it in 2 quarters since.
JFS Wealth Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $1.68K in Q2 2026.
46 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.