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 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%	-$9.58K	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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KSB

Kennebec Savings Bank Augusta, Maine $125M AUM 27.46% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

MRA Advisory Group's HTD Position: Q2 2026 in Review

MRA Advisory Group reduced its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 0.16% in Q2 2026, selling an estimated $1.09K and leaving 27,579 shares worth $703K. The position accounts for 0.25% of the portfolio, ranked #66.

MRA Advisory Group first reported a position in HTD in Q4 2020 and has held it in 23 quarters since. The position peaked at $778K in Q4 2021. 12 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

MRA Advisory Group held 27,579 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $703K as of Q2 2026.
MRA Advisory Group sold 43 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $1.09K.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.25% of MRA Advisory Group's portfolio in Q2 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 23 quarters since.
MRA Advisory Group's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $778K in Q4 2021.
12 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.