MRA Advisory Group
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MRA Advisory Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

MRA Advisory Group’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
Q3 		$2.51M Buy
89,773
+636
+0.7% +$18K 0.94% 27
2026
Q2 		$2.47M Buy
89,137
+1,704
+2% +$44.7K 0.89% 24
2026
Q1 		$2.15M Buy
87,433
+1,013
+1% +$25.9K 0.88% 26
2025
Q4 		$2.18M Buy
86,420
+1,798
+2% +$43.9K 0.91% 24
2025
Q3 		$2.07M Sell
84,622
-779
-0.9% -$18.8K 0.9% 23
2025
Q2 		$2.06M Buy
85,401
+2,912
+4% +$66.2K 0.96% 20
2025
Q1 		$1.92M Buy
82,489
+1,703
+2% +$40.7K 1.02% 20
2024
Q4 		$1.94M Buy
80,786
+1,843
+2% +$45.6K 1.03% 21
2024
Q3 		$1.95M Sell
78,943
-3,428
-4% -$81.9K 1.07% 21
2024
Q2 		$1.92M Sell
82,371
-1,745
-2% -$40.5K 1.1% 20
2024
Q1 		$1.99M Buy
84,116
+3,176
+4% +$71.4K 1.19% 20
2023
Q4 		$1.8M Buy
80,940
+2,462
+3% +$50.9K 1.19% 17
2023
Q3 		$1.66M Buy
78,478
+72
+0.1% +$1.63K 1.19% 29
2023
Q2 		$1.78M Buy
78,406
+7,365
+10% +$164K 1.23% 26
2023
Q1 		$1.61M Sell
71,041
-883
-1% -$20.6K 1.16% 24
2022
Q4 		$1.64M Buy
71,924
+825
+1% +$19.3K 1.29% 23
2022
Q3 		$1.55M Buy
71,099
+725
+1% +$18K 1.32% 22
2022
Q2 		$1.68M Buy
70,374
+931
+1% +$23.6K 1.47% 22
2022
Q1 		$2.01M Buy
69,443
+1,078
+2% +$29.8K 1.53% 20
2021
Q4 		$2.04M Buy
68,365
+434
+0.6% +$12.5K 1.58% 23
2021
Q3 		$1.86M Buy
67,931
+3,687
+6% +$103K 1.58% 24
2021
Q2 		$1.78M Buy
64,244
+160
+0.2% +$4.4K 1.52% 26
2021
Q1 		$1.68M Sell
64,084
-379
-0.6% -$9.3K 1.59% 23
2020
Q4 		$1.52M Buy
+64,463
New +$1.39M 1.5% 24

Other funds holding EVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

MRA Advisory Group's EVT Position: Q3 2026 in Review

MRA Advisory Group increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 0.71% in Q3 2026, buying an estimated $18K and bringing the position to 89,773 shares worth $2.51M. The position accounts for 0.94% of the portfolio, ranked #27.

MRA Advisory Group first reported a position in EVT in Q4 2020 and has held it in 24 quarters since. 39 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

  • MRA Advisory Group held 89,773 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $2.51M as of Q3 2026.
  • MRA Advisory Group bought 636 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $18K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.94% of MRA Advisory Group's portfolio in Q3 2026, its #27 holding.
  • MRA Advisory Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2020 and has held it in 24 quarters since.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.