HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

92 hedge funds and large institutions have $142M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 2 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
30
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFSG
1
Newbridge Financial Services Group
Florida
$2.26M
2
PFA
2
Presper Financial Architects
Ohio
$645K
3
Invesco
3
Invesco
Georgia
$12.8M
4
RAM
4
Readystate Asset Management
Illinois
$625K
5
SFS
5
Shaker Financial Services
Virginia
$548K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$8.49M
2
AA
2
AQR Arbitrage
Connecticut
$2.8M
3
LPL Financial
3
LPL Financial
California
$6.44M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$11.2M
5
SWM
5
SeaCrest Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.8M 717,942 -5,743 -0.8%
Invesco
2
Invesco
Georgia
$12.8M 545,627 +26,885 +5%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$11.2M 476,855 -14,391 -3%
Morgan Stanley
4
Morgan Stanley
New York
$9.24M 395,174 +171 +0%
GC
5
Guggenheim Capital
Illinois
$8.49M 363,179 -43,445 -11%
Raymond James Financial
6
Raymond James Financial
Florida
$7.28M 311,297 +12,705 +4%
Bank of America
7
Bank of America
North Carolina
$6.91M 295,497 -4,498 -1%
LPL Financial
8
LPL Financial
California
$6.44M 275,252 -16,368 -6%
Wells Fargo
9
Wells Fargo
California
$6.33M 270,810 -8,004 -3%
KIM
10
Karpus Investment Management
New York
$5.29M 226,036 -4,275 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.81M 163,056 +3,489 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.74M 159,735 -5,899 -4%
Stifel Financial
13
Stifel Financial
Missouri
$2.98M 127,526 -1,101 -0.9%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.81M 120,175 +2,677 +2%
AA
15
AQR Arbitrage
Connecticut
$2.8M 119,615 -38,560 -24%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.61M 118,575 -9,290 -7%
LOPW
17
Live Oak Private Wealth
North Carolina
$2.4M 102,602 – –
NFSG
18
Newbridge Financial Services Group
Florida
$2.26M 96,535 +96,535 New
CTC
19
Central Trust Company
Missouri
$2.06M 88,223 – –
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.97M 84,010 +20,080 +31%
Cohen & Steers
21
Cohen & Steers
New York
$1.7M 72,835 – –
WF
22
Welch & Forbes
Massachusetts
$1.17M 50,000 – –
SIC
23
Samalin Investment Counsel
New York
$1.16M 49,758 -2,126 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.09M 46,577 +634 +1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.01M 42,329 +147 +0.3%
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