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

Todd 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
2026 Q3	–	Sell	-8,449	Closed	-$215K	–	113
2026 Q2	$215K	Sell	8,449 -40	-0.5%	-$1.02K	0.16%	100
2026 Q1	$210K	Sell	8,489 -69	-0.8%	-$1.71K	0.19%	98
2025 Q4	$202K	Buy	+8,558	New	+$209K	0.18%	94

Other funds holding HTD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $256M AUM 11.59% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $503M AUM 20.28% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Todd Wealth Management's HTD Position: Q3 2026 in Review

Todd Wealth Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q3 2026, closing a stake of 8,449 shares — an estimated $215K sold.

Todd Wealth Management first reported a position in HTD in Q4 2025 and held it in 3 quarters. The position peaked at $215K in Q2 2026. 24 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

Todd Wealth Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q3 2026 after selling out during the quarter.
Todd Wealth Management sold 8,449 John Hancock Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $215K.
Todd Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2025 and held it in 3 quarters.
Todd Wealth Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $215K in Q2 2026.
24 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.