NFSG
HTD

Newbridge Financial Services Group’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-97,756
Closed -$2.42M – 1312
2025
Q3 		$2.42M Buy
97,756
+1,221
+1% +$29.7K 0.36% 61
2025
Q2 		$2.26M Buy
+96,535
New +$2.19M 0.37% 57

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Newbridge Financial Services Group sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2025, closing a stake of 97,756 shares — an estimated $2.42M sold.

Newbridge Financial Services Group first reported a position in HTD in Q2 2025 and held it in 2 quarters. The position peaked at $2.42M in Q3 2025. 94 funds tracked by Wall St. Rank hold HTD as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 97,756 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $2.42M.
  • Newbridge Financial Services Group first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $2.42M in Q3 2025.
  • 94 funds tracked by Wall St. Rank held John Hancock 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.