MML Investors Services
HTD

MML Investors Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

MML Investors Services’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 		$339K Buy
13,689
+1,950
+17% +$48.2K ﹤0.01% 2480
2025
Q4 		$278K Buy
+11,739
New +$287K ﹤0.01% 2685
2023
Q1 		– Sell
-34,679
Closed -$793K – 2169
2022
Q4 		$793K Buy
34,679
+1,813
+6% +$40.6K 0.01% 1269
2022
Q3 		$689K Sell
32,866
-2,911
-8% -$68.9K 0.01% 1258
2022
Q2 		$821K Buy
35,777
+690
+2% +$16.9K 0.01% 1142
2022
Q1 		$897K Sell
35,087
-27
-0.1% -$669 0.01% 1142
2021
Q4 		$918K Buy
35,114
+2,246
+7% +$54.9K 0.01% 1097
2021
Q3 		$752K Buy
32,868
+1,671
+5% +$41.3K 0.01% 1158
2021
Q2 		$777K Buy
31,197
+3,580
+13% +$87.5K 0.01% 1116
2021
Q1 		$649K Buy
27,617
+1,324
+5% +$28.5K 0.01% 1130
2020
Q4 		$553K Buy
26,293
+2,239
+9% +$45.8K 0.01% 1108
2020
Q3 		$459K Buy
24,054
+3,090
+15% +$59.8K 0.01% 1082
2020
Q2 		$404K Buy
20,964
+474
+2% +$8.95K 0.01% 1093
2020
Q1 		$360K Buy
20,490
+113
+0.6% +$2.74K 0.01% 1008
2019
Q4 		$557K Buy
20,377
+1,058
+5% +$28.8K 0.01% 960
2019
Q3 		$549K Sell
19,319
-339
-2% -$8.84K 0.01% 905
2019
Q2 		$499K Sell
19,658
-55
-0.3% -$1.37K 0.01% 1019
2019
Q1 		$489K Buy
19,713
+660
+3% +$15.5K 0.01% 1019
2018
Q4 		$389K Sell
19,053
-1,213
-6% -$26.7K 0.01% 1032
2018
Q3 		$472K Buy
20,266
+2,028
+11% +$47.4K 0.01% 1030
2018
Q2 		$426K Buy
18,238
+8,368
+85% +$187K 0.01% 920
2018
Q1 		$214K Buy
+9,870
New +$220K ﹤0.01% 1246

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

MML Investors Services's HTD Position: Q1 2026 in Review

MML Investors Services increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 17% in Q1 2026, buying an estimated $48.2K and bringing the position to 13,689 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

MML Investors Services first reported a position in HTD in Q1 2018 and has held it in 22 quarters since. The position peaked at $918K in Q4 2021. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • MML Investors Services held 13,689 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $339K as of Q1 2026.
  • MML Investors Services bought 1,950 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $48.2K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2480 holding.
  • MML Investors Services first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2018 and has held it in 22 quarters since.
  • MML Investors Services's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $918K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.