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EVT icon

NewEdge Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

NewEdge Advisors’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
Q2 		$3.33M Buy
120,137
+97,405
+428% +$2.56M 0.01% 953
2026
Q1 		$558K Buy
22,732
+6,683
+42% +$171K ﹤0.01% 1898
2025
Q4 		$404K Buy
16,049
+1,714
+12% +$41.8K ﹤0.01% 2121
2025
Q3 		$350K Buy
14,335
+4
+0% +$97 ﹤0.01% 2064
2025
Q2 		$345K Buy
14,331
+9,108
+174% +$207K ﹤0.01% 1931
2025
Q1 		$122K Buy
5,223
+1
+0% +$24 ﹤0.01% 2238
2024
Q4 		$126K Sell
5,222
-8,522
-62% -$211K ﹤0.01% 2216
2024
Q3 		$339K Sell
13,744
-586
-4% -$14K ﹤0.01% 1727
2024
Q2 		$334K Buy
14,330
+8,985
+168% +$209K ﹤0.01% 1658
2024
Q1 		$126K Hold
5,345
– – ﹤0.01% 1998
2023
Q4 		$119K Buy
5,345
+33
+0.6% +$682 ﹤0.01% 1888
2023
Q3 		$113K Buy
5,312
+100
+2% +$2.26K ﹤0.01% 1791
2023
Q2 		$119K Buy
5,212
+5
+0.1% +$111 ﹤0.01% 1797
2023
Q1 		$118K Sell
5,207
-2,693
-34% -$62.7K ﹤0.01% 1698
2022
Q4 		$68.9K Buy
+7,900
New +$185K ﹤0.01% 1595
2022
Q2 		– Sell
-12,292
Closed -$356K – 1585
2022
Q1 		$356K Sell
12,292
-4,592
-27% -$127K 0.01% 927
2021
Q4 		$503K Buy
16,884
+8,414
+99% +$242K 0.01% 1076
2021
Q3 		$233K Buy
8,470
+352
+4% +$9.82K 0.01% 991
2021
Q2 		$224K Buy
8,118
+110
+1% +$3.03K 0.01% 1007
2021
Q1 		$210K Buy
+8,008
New +$197K 0.01% 931
2020
Q2 		– Sell
-12,302
Closed -$207K – 882
2020
Q1 		$207K Sell
12,302
-1,843
-13% -$42.1K 0.01% 699
2019
Q4 		$360K Hold
14,145
– – 0.01% 613
2019
Q3 		$348K Hold
14,145
– – 0.02% 604
2019
Q2 		$337K Hold
14,145
– – 0.02% 499
2019
Q1 		$315K Hold
14,145
– – 0.02% 508
2018
Q4 		$269K Sell
14,145
-350
-2% -$7.76K 0.02% 515
2018
Q3 		$355K Buy
+14,495
New +$347K 0.03% 451

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
LPL Financial
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

NewEdge Advisors's EVT Position: Q2 2026 in Review

NewEdge Advisors increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 428% in Q2 2026, buying an estimated $2.56M and bringing the position to 120,137 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #953.

NewEdge Advisors first reported a position in EVT in Q3 2018 and has held it in 27 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • NewEdge Advisors held 120,137 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $3.33M as of Q2 2026.
  • NewEdge Advisors bought 97,405 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $2.56M.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #953 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2018 and has held it in 27 quarters since.
  • 157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.