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

Mezzasalma 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	$294K	Buy	13,241 +254	+2%	+$6.36K	0.06%	134
2026 Q2	$331K	Buy	12,987 +237	+2%	+$6.02K	0.07%	139
2026 Q1	$316K	Buy	12,750 +238	+2%	+$5.88K	0.08%	126
2025 Q4	$298K	Buy	12,512 +238	+2%	+$5.81K	0.07%	129
2025 Q3	$304K	Buy	12,274 +235	+2%	+$5.71K	0.08%	128
2025 Q2	$282K	Buy	12,039 +215	+2%	+$4.87K	0.08%	118
2025 Q1	$283K	Sell	11,824 -477	-4%	-$11K	0.1%	119
2024 Q4	$271K	Buy	+12,301	New	+$282K	0.09%	120

Other funds holding HTD

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

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

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $503M AUM 20.28% 1-Year Est. Return

Mezzasalma Advisors's HTD Position: Q3 2026 in Review

Mezzasalma Advisors increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 2% in Q3 2026, buying an estimated $6.36K and bringing the position to 13,241 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #134.

Mezzasalma Advisors first reported a position in HTD in Q4 2024 and has held it in 8 quarters since. The position peaked at $331K in Q2 2026. 25 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

Mezzasalma Advisors held 13,241 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $294K as of Q3 2026.
Mezzasalma Advisors bought 254 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $6.36K.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.06% of Mezzasalma Advisors's portfolio in Q3 2026, its #134 holding.
Mezzasalma Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2024 and has held it in 8 quarters since.
Mezzasalma Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $331K in Q2 2026.
25 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Mezzasalma Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.