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MRA Advisory Group’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

MRA Advisory Group’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 		$612K Buy
27,586
+7
+0% +$175 0.23% 66
2026
Q2 		$703K Sell
27,579
-43
-0.2% -$1.09K 0.25% 66
2026
Q1 		$684K Sell
27,622
-262
-0.9% -$6.48K 0.28% 54
2025
Q4 		$660K Sell
27,884
-261
-0.9% -$6.38K 0.28% 57
2025
Q3 		$698K Sell
28,145
-63
-0.2% -$1.53K 0.3% 48
2025
Q2 		$660K Sell
28,208
-565
-2% -$12.8K 0.31% 48
2025
Q1 		$689K Sell
28,773
-417
-1% -$9.6K 0.37% 37
2024
Q4 		$643K Sell
29,190
-574
-2% -$13.2K 0.34% 39
2024
Q3 		$691K Sell
29,764
-774
-3% -$16.6K 0.38% 35
2024
Q2 		$617K Sell
30,538
-387
-1% -$7.7K 0.35% 35
2024
Q1 		$608K Buy
30,925
+249
+0.8% +$4.77K 0.36% 37
2023
Q4 		$582K Buy
30,676
+258
+0.8% +$4.57K 0.38% 38
2023
Q3 		$540K Buy
30,418
+235
+0.8% +$4.62K 0.39% 54
2023
Q2 		$616K Buy
30,183
+19
+0.1% +$390 0.42% 44
2023
Q1 		$643K Sell
30,164
-15
-0% -$345 0.46% 39
2022
Q4 		$690K Buy
30,179
+96
+0.3% +$2.15K 0.54% 36
2022
Q3 		$629K Buy
30,083
+380
+1% +$8.99K 0.54% 36
2022
Q2 		$682K Sell
29,703
-374
-1% -$9.15K 0.6% 31
2022
Q1 		$769K Buy
30,077
+328
+1% +$8.13K 0.58% 33
2021
Q4 		$778K Sell
29,749
-80
-0.3% -$1.96K 0.6% 38
2021
Q3 		$682K Buy
29,829
+1,571
+6% +$38.8K 0.58% 40
2021
Q2 		$704K Buy
28,258
+357
+1% +$8.72K 0.6% 38
2021
Q1 		$655K Buy
27,901
+401
+1% +$8.64K 0.62% 39
2020
Q4 		$579K Buy
+27,500
New +$562K 0.57% 42

Other funds holding HTD

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

MRA Advisory Group increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 0.03% in Q3 2026, buying an estimated $175 and bringing the position to 27,586 shares worth $612K. The position accounts for 0.23% of the portfolio, ranked #66.

MRA Advisory Group first reported a position in HTD in Q4 2020 and has held it in 24 quarters since. The position peaked at $778K in Q4 2021. 11 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

  • MRA Advisory Group held 27,586 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $612K as of Q3 2026.
  • MRA Advisory Group bought 7 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $175.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.23% of MRA Advisory Group's portfolio in Q3 2026, its #66 holding.
  • MRA Advisory Group first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2020 and has held it in 24 quarters since.
  • MRA Advisory Group's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $778K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

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