SWM
HTD

SeaCrest Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-10,361
Closed -$248K – 655
2025
Q1 		$248K Sell
10,361
-1,143
-10% -$26.3K 0.03% 553
2024
Q4 		$253K Buy
11,504
+26
+0.2% +$597 0.03% 544
2024
Q3 		$267K Buy
11,478
+27
+0.2% +$577 0.03% 524
2024
Q2 		$231K Buy
11,451
+29
+0.3% +$577 0.03% 541
2024
Q1 		$225K Buy
11,422
+29
+0.3% +$556 0.03% 543
2023
Q4 		$223K Sell
11,393
-18,190
-61% -$322K 0.03% 548
2023
Q3 		$525K Buy
29,583
+5,531
+23% +$109K 0.07% 288
2023
Q2 		$491K Buy
24,052
+3
+0% +$62 0.06% 326
2023
Q1 		$513K Buy
24,049
+2
+0% +$46 0.07% 315
2022
Q4 		$550K Buy
24,047
+2
+0% +$45 0.08% 293
2022
Q3 		$504K Sell
24,045
-378
-2% -$8.94K 0.08% 298
2022
Q2 		$560K Buy
24,423
+2
+0% +$49 0.07% 290
2022
Q1 		$624K Sell
24,421
-1,625
-6% -$40.3K 0.07% 293
2021
Q4 		$681K Buy
26,046
+2
+0% +$49 0.07% 264
2021
Q3 		$596K Sell
26,044
-24
-0.1% -$593 0.07% 289
2021
Q2 		$649K Sell
26,068
-1,048
-4% -$25.6K 0.08% 278
2021
Q1 		$637K Buy
27,116
+2
+0% +$43 0.08% 258
2020
Q4 		$570K Sell
27,114
-9,084
-25% -$186K 0.08% 261
2020
Q3 		$691K Sell
36,198
-1,608
-4% -$31.1K 0.11% 206
2020
Q2 		$728K Buy
37,806
+119
+0.3% +$2.25K 0.13% 184
2020
Q1 		$663K Buy
37,687
+1,905
+5% +$46.2K 0.14% 164
2019
Q4 		$978K Buy
35,782
+534
+2% +$14.5K 0.16% 145
2019
Q3 		$1M Buy
35,248
+10,332
+41% +$269K 0.19% 137
2019
Q2 		$633K Buy
24,916
+101
+0.4% +$2.51K 0.13% 194
2019
Q1 		$615K Buy
24,815
+1,662
+7% +$39K 0.11% 193
2018
Q4 		$473K Buy
23,153
+2,048
+10% +$45.2K 0.1% 216
2018
Q3 		$492K Buy
21,105
+1,542
+8% +$36K 0.08% 260
2018
Q2 		$457K Buy
19,563
+10,532
+117% +$235K 0.08% 270
2018
Q1 		$196K Buy
9,031
+77
+0.9% +$1.71K 0.04% 488
2017
Q4 		$221K Buy
+8,954
New +$229K 0.04% 461

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SeaCrest Wealth Management's HTD Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2025, closing a stake of 10,361 shares — an estimated $248K sold.

SeaCrest Wealth Management first reported a position in HTD in Q4 2017 and held it in 30 quarters. The position peaked at $1M in Q3 2019. 95 funds tracked by Wall St. Rank hold HTD as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 10,361 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2025, an estimated $248K.
  • SeaCrest Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 30 quarters.
  • SeaCrest Wealth Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $1M in Q3 2019.
  • 95 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.