Sunbelt Securities’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Sunbelt Securities’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	$287K	Buy	+11,606	New	+$287K	0.02%	540

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sunbelt Securities's HTD Position: Q1 2026 in Review

Sunbelt Securities opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2026: 11,606 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings.

93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

Sunbelt Securities held 11,606 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $287K as of Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund was a new Sunbelt Securities position in Q1 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #540 holding.
93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.