Rossby Financial
EVT icon

Rossby Financial’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Rossby Financial’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
Q3 		$7.19K Buy
+258
New +$7.3K ﹤0.01% 1621
2026
Q2 		– Sell
-213
Closed -$5.28K – 2206
2026
Q1 		$5.28K Buy
+213
New +$5.44K ﹤0.01% 1477

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Joel Isaacson & Co
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LPL Financial
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Kingstone Capital Partners Texas
Kingstone Capital Partners Texas Frisco, Texas $202M AUM 23.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rossby Financial's EVT Position: Q3 2026 in Review

Rossby Financial opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2026: 258 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings. This is a return to the name: Rossby Financial previously reported a position in EVT as recently as Q1 2026.

Rossby Financial first reported a position in EVT in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

  • Rossby Financial held 258 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $7.19K as of Q3 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund was a new Rossby Financial position in Q3 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1621 holding.
  • Rossby Financial first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.