RWA
HTD

Redmont Wealth Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Redmont Wealth Advisors’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 		$61.8K Hold
2,612
– – 0.09% 86
2025
Q3 		$64.8K Hold
2,612
– – 0.09% 90
2025
Q2 		$61.1K Hold
2,612
– – 0.09% 87
2025
Q1 		$62.5K Buy
+2,612
New +$60K 0.12% 71
2024
Q4 		– Sell
-2,612
Closed -$60.7K – 170
2024
Q3 		$60.7K Hold
2,612
– – 0.09% 80
2024
Q2 		$52.8K Sell
2,612
-1,289
-33% -$25.7K 0.08% 87
2024
Q1 		$76.7K Buy
+3,901
New +$74.8K 0.11% 78

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

Redmont Wealth Advisors's HTD Position: Q4 2025 in Review

Redmont Wealth Advisors held its John Hancock Tax-Advantaged Dividend Income Fund (HTD) position steady in Q4 2025 at 2,612 shares worth $61.8K. The position accounts for 0.09% of the portfolio, ranked #86.

Redmont Wealth Advisors first reported a position in HTD in Q1 2024 and has held it in 7 quarters since. The position peaked at $76.7K in Q1 2024. 94 funds tracked by Wall St. Rank hold HTD as of Q4 2025.

  • Redmont Wealth Advisors held 2,612 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $61.8K as of Q4 2025.
  • Redmont Wealth Advisors left its John Hancock Tax-Advantaged Dividend Income Fund share count unchanged in Q4 2025.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.09% of Redmont Wealth Advisors's portfolio in Q4 2025, its #86 holding.
  • Redmont Wealth Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $76.7K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.