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True North Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

True North Advisors’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$747K Buy
+27,000
New +$709K 0.07% 142

Other funds holding EVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

True North Advisors's EVT Position: Q2 2026 in Review

True North Advisors opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 27,000 shares worth $747K. The stake represents 0.07% of the portfolio and ranks #142 among its holdings.

35 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • True North Advisors held 27,000 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $747K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund was a new True North Advisors position in Q2 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.07% of True North Advisors's portfolio in Q2 2026, its #142 holding.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.