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Legacy Financial Independent Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Legacy Financial Independent Advisors’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
Q2 		$3.57M Buy
128,835
+38,052
+42% +$999K 1.68% 23
2026
Q1 		$2.23M Buy
+90,783
New +$2.32M 1.16% 32

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Legacy Financial Independent Advisors's EVT Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 42% in Q2 2026, buying an estimated $999K and bringing the position to 128,835 shares worth $3.57M. The position accounts for 1.68% of the portfolio, ranked #23.

Legacy Financial Independent Advisors first reported a position in EVT in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Legacy Financial Independent Advisors held 128,835 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $3.57M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 38,052 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $999K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 1.68% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #23 holding.
  • Legacy Financial Independent Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.