SAI
HTD

Savvy Advisors Inc’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Savvy Advisors Inc’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
2026
Q1 		$539K Sell
21,743
-5,152
-19% -$127K 0.01% 634
2025
Q4 		$636K Buy
+26,895
New +$657K 0.02% 490

Other funds holding HTD

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

Savvy Advisors Inc's HTD Position: Q1 2026 in Review

Savvy Advisors Inc reduced its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 19% in Q1 2026, selling an estimated $127K and leaving 21,743 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #634.

Savvy Advisors Inc first reported a position in HTD in Q4 2025 and has held it in 2 quarters since. The position peaked at $636K in Q4 2025. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Savvy Advisors Inc held 21,743 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $539K as of Q1 2026.
  • Savvy Advisors Inc sold 5,152 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $127K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #634 holding.
  • Savvy Advisors Inc first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $636K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.