SFS
HTD

Sowell Financial Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Sowell Financial Services’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 		$240K Buy
9,681
+54
+0.6% +$1.33K 0.01% 935
2025
Q4 		$228K Buy
9,627
+55
+0.6% +$1.34K 0.01% 951
2025
Q3 		$237K Buy
9,572
+53
+0.6% +$1.29K 0.01% 914
2025
Q2 		$223K Sell
9,519
-202
-2% -$4.57K 0.01% 916
2025
Q1 		$233K Buy
+9,721
New +$223K 0.01% 870
2024
Q4 		– Sell
-11,651
Closed -$271K – 544
2024
Q3 		$271K Sell
11,651
-2,774
-19% -$59.3K 0.01% 504
2024
Q2 		$292K Sell
14,425
-207
-1% -$4.12K 0.01% 493
2024
Q1 		$288K Sell
14,632
-2,938
-17% -$56.3K 0.01% 514
2023
Q4 		$333K Buy
+17,570
New +$311K 0.02% 480
2023
Q3 		– Sell
-17,996
Closed -$367K – 549
2023
Q2 		$367K Buy
17,996
+86
+0.5% +$1.76K 0.02% 492
2023
Q1 		$382K Buy
17,910
+78
+0.4% +$1.79K 0.03% 503
2022
Q4 		$408K Buy
17,832
+633
+4% +$14.2K 0.03% 455
2022
Q3 		$361K Buy
17,199
+74
+0.4% +$1.75K 0.04% 352
2022
Q2 		$393K Buy
17,125
+47
+0.3% +$1.15K 0.04% 240
2022
Q1 		$400K Buy
17,078
+92
+0.5% +$2.28K 0.07% 146
2021
Q4 		$444K Buy
16,986
+2,865
+20% +$70.1K 0.03% 448
2021
Q3 		$323K Buy
14,121
+66
+0.5% +$1.63K 0.02% 443
2021
Q2 		$350K Buy
14,055
+43
+0.3% +$1.05K 0.02% 456
2021
Q1 		$341K Buy
14,012
+109
+0.8% +$2.35K 0.01% 787
2020
Q4 		$293K Buy
+13,903
New +$284K 0.01% 706

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

Sowell Financial Services's HTD Position: Q1 2026 in Review

Sowell Financial Services increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 0.56% in Q1 2026, buying an estimated $1.33K and bringing the position to 9,681 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #935.

Sowell Financial Services first reported a position in HTD in Q4 2020 and has held it in 20 quarters since. The position peaked at $444K in Q4 2021. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • Sowell Financial Services held 9,681 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $240K as of Q1 2026.
  • Sowell Financial Services bought 54 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $1.33K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #935 holding.
  • Sowell Financial Services first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2020 and has held it in 20 quarters since.
  • Sowell Financial Services's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $444K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.