HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

83 hedge funds and large institutions have $86.9M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
–
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$6.72M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.09M
3
WAM
3
Wolverine Asset Management
Illinois
$832K
4
GC
4
Guggenheim Capital
Illinois
$3.64M
5
CAN
5
Cetera Advisor Networks
California
$3.47M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$12.2M
2
LPL Financial
2
LPL Financial
California
$3.06M
3
NFG
3
Nations Financial Group
Iowa
$408K
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
SIC
5
Samalin Investment Counsel
New York
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$716K +$12.3K +692 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$709K +$20.6K +1,158 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$701K -$49.3K -2,775 -7%
Ameriprise
29
Ameriprise
Minnesota
$576K +$47K +2,646 +9%
MAG
30
MRA Advisory Group
New Jersey
$540K +$4.17K +235 +0.8%
SWM
31
SeaCrest Wealth Management
New York
$525K +$98.2K +5,531 +23%
AAM
32
Advisors Asset Management
Colorado
$510K +$799 +45 +0.2%
PRWA
33
Platte River Wealth Advisors
Colorado
$510K +$43.4K +2,445 +9%
FNBOMD
34
First National Bank of Mount Dora
Florida
$494K – – –
HBCM
35
Heron Bay Capital Management
Michigan
$492K -$13.9K -782 -3%
AA
36
AQR Arbitrage
Connecticut
$455K +$455K +25,601 New
LCM
37
Landscape Capital Management
New Jersey
$448K +$448K +25,202 New
Mariner
38
Mariner
Kansas
$421K – – –
NFG
39
Nations Financial Group
Iowa
$408K -$651K -36,663 -61%
Comerica Bank
40
Comerica Bank
Texas
$323K +$323K +18,194 New
NA
41
NewEdge Advisors
Louisiana
$323K +$38.2K +2,150 +13%
AFM
42
Abbot Financial Management
Massachusetts
$295K -$5.33K -300 -2%
AFP
43
Ausdal Financial Partners
Iowa
$292K -$49.8K -2,803 -15%
PAG
44
Private Advisor Group
New Jersey
$290K -$22.1K -1,245 -7%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$272K +$17.1K +965 +7%
KWM
46
Kingsview Wealth Management
Oregon
$261K +$11.3K +634 +5%
HWM
47
HB Wealth Management
Georgia
$258K +$76K +4,278 +42%
FSI
48
Flow State Investments
Illinois
$253K +$253K +14,245 New
SPIA
49
Steward Partners Investment Advisory
New York
$248K -$20K -1,126 -7%
FIM
50
Fernwood Investment Management
Massachusetts
$246K +$24K +1,354 +11%
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