ORG Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

ORG Partners’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	$43.9K	Hold	1,742	–	–	0.01%	610
2025 Q3	$42.6K	Hold	1,742	–	–	0.01%	621
2025 Q2	$42.2K	Hold	1,742	–	–	0.01%	584
2025 Q1	$40.5K	Hold	1,742	–	–	0.01%	531
2024 Q4	$41.9K	Hold	1,742	–	–	0.01%	599
2024 Q3	$43K	Hold	1,742	–	–	0.01%	544
2024 Q2	$40.4K	Hold	1,742	–	–	0.01%	860
2024 Q1	$41K	Buy	+1,742	New	+$39.1K	0.08%	152
2023 Q4	–	Sell	-1,442	Closed	-$30.5K	–	1208
2023 Q3	$30.5K	Sell	1,442 -300	-17%	-$6.78K	0.01%	612
2023 Q2	$40.1K	Buy	+1,742	New	+$38.8K	0.01%	709

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ORG Partners's EVT Position: Q4 2025 in Review

ORG Partners held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q4 2025 at 1,742 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #610.

ORG Partners first reported a position in EVT in Q2 2023 and has held it in 10 quarters since. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

ORG Partners held 1,742 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $43.9K as of Q4 2025.
ORG Partners left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q4 2025.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of ORG Partners's portfolio in Q4 2025, its #610 holding.
ORG Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2023 and has held it in 10 quarters since.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.