JWA
HTD

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
Q2 		$1.68K Buy
+66
New +$1.68K ﹤0.01% 1655

Other funds holding HTD

LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

JFS Wealth Advisors's HTD Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2026: 66 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1655 among its holdings.

34 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

  • JFS Wealth Advisors held 66 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $1.68K as of Q2 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund was a new JFS Wealth Advisors position in Q2 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1655 holding.
  • 34 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.