Newbridge Financial Services Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Newbridge Financial Services 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
2025 Q4	–	Sell	-7,296	Closed	-$178K	–	1283
2025 Q3	$178K	Hold	7,296	–	–	0.03%	315
2025 Q2	$176K	Buy	+7,296	New	+$166K	0.03%	310
2020 Q4	–	Sell	-1,455	Closed	-$29K	–	1126
2020 Q3	$29K	Buy	+1,455	New	+$28.9K	0.03%	415

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Newbridge Financial Services Group's EVT Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2025, closing a stake of 7,296 shares — an estimated $178K sold.

Newbridge Financial Services Group first reported a position in EVT in Q3 2020 and held it in 3 quarters. The position peaked at $178K in Q3 2025. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

Newbridge Financial Services Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 7,296 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $178K.
Newbridge Financial Services Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2020 and held it in 3 quarters.
Newbridge Financial Services Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $178K in Q3 2025.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.