MA
HTD

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
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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mezzasalma Advisors's HTD Position: Q1 2026 in Review

Mezzasalma Advisors increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 1.9% in Q1 2026, buying an estimated $5.88K and bringing the position to 12,750 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #126.

Mezzasalma Advisors first reported a position in HTD in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Mezzasalma Advisors held 12,750 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $316K as of Q1 2026.
  • Mezzasalma Advisors bought 238 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $5.88K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.08% of Mezzasalma Advisors's portfolio in Q1 2026, its #126 holding.
  • Mezzasalma Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.