HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

81 hedge funds and large institutions have $101M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-11
Holders Change %
-11.96%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.21M
2
GG
2
Golden Green
South Carolina
$992K
3
RJA
3
Raymond James & Associates
Florida
$8.12M
4
CCG
4
Capital CS Group
California
$266K
5
Creative Planning
5
Creative Planning
Kansas
$214K

Top Sellers

1
Invesco
1
Invesco
Georgia
$6.43M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$2.21M
4
AAM
4
Advisors Asset Management
Colorado
$611K
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
26
Golden Green
South Carolina
$992K +$992K +46,542 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$893K -$71.4K -3,347 -7%
HBCM
28
Heron Bay Capital Management
Michigan
$731K -$58.7K -2,751 -7%
Ameriprise
29
Ameriprise
Minnesota
$659K +$12.9K +607 +2%
MAG
30
MRA Advisory Group
New Jersey
$643K -$320 -15 -0%
AAM
31
Advisors Asset Management
Colorado
$611K -$567K -26,615 -48%
FNBOMD
32
First National Bank of Mount Dora
Florida
$593K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$583K +$72.6K +3,404 +14%
Mariner
34
Mariner
Kansas
$527K +$43.3K +2,029 +9%
SWM
35
SeaCrest Wealth Management
New York
$513K +$43 +2 +0%
AFP
36
Ausdal Financial Partners
Iowa
$416K +$46.7K +2,191 +13%
SFS
37
Sowell Financial Services
Arkansas
$382K +$1.66K +78 +0.4%
AFM
38
Abbot Financial Management
Massachusetts
$372K -$17.1K -800 -4%
PAG
39
Private Advisor Group
New Jersey
$369K +$4.58K +215 +1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$298K +$20.9K +981 +8%
ASN
41
Advisory Services Network
Georgia
$278K +$148K +6,920 +113%
IFWM
42
Institute for Wealth Management
Colorado
$272K -$8.53K -400 -3%
CCG
43
Capital CS Group
California
$266K +$266K +12,459 New
FT
44
Fiduciary Trust
Massachusetts
$260K – – –
SCA
45
SMH Capital Advisors
Texas
$256K -$35.6K -1,657 -12%
AAS
46
Avantax Advisory Services
Texas
$256K +$22.5K +1,055 +10%
FIM
47
Fernwood Investment Management
Massachusetts
$247K -$136K -6,360 -35%
HighTower Advisors
48
HighTower Advisors
Illinois
$241K +$33.8K +1,587 +16%
CI
49
Conning Inc
Connecticut
$240K – – –
AIP
50
Ahrens Investment Partners
Louisiana
$229K -$38.2K -1,794 -14%
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