HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

86 hedge funds and large institutions have $108M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.49M
2
CA
2
Cornerstone Advisors
North Carolina
$1.56M
3
UBS Group
3
UBS Group
Switzerland
$13.8M
4
Bank of America
4
Bank of America
North Carolina
$7.22M
5
RJA
5
Raymond James & Associates
Florida
$8.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.08M
2
FSI
2
Flow State Investments
Illinois
$788K
3
LCM
3
Landscape Capital Management
New Jersey
$2.14M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.88M
5
Invesco
5
Invesco
Georgia
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
Samalin Investment Counsel
New York
$1M -$243K -12,384 -20%
WF
27
Welch & Forbes
Massachusetts
$983K – – –
Cohen & Steers
28
Cohen & Steers
New York
$940K – – –
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$862K +$15.2K +773 +2%
FSI
30
Flow State Investments
Illinois
$788K -$847K -43,059 -52%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$754K +$79.5K +4,042 +12%
MA
32
Mutual Advisors
Nebraska
$676K -$12.9K -655 -2%
MAG
33
MRA Advisory Group
New Jersey
$608K +$4.9K +249 +0.8%
LNC
34
Lincoln National Corp
Pennsylvania
$591K +$312K +15,884 +112%
FNBOMD
35
First National Bank of Mount Dora
Florida
$547K – – –
AAM
36
Advisors Asset Management
Colorado
$540K -$10.3K -522 -2%
PRWA
37
Platte River Wealth Advisors
Colorado
$527K +$110K +5,588 +26%
FIM
38
Fernwood Investment Management
Massachusetts
$522K +$222K +11,310 +74%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$455K -$28K -1,426 -6%
NFG
40
Nations Financial Group
Iowa
$428K -$23.8K -1,213 -5%
PAG
41
Private Advisor Group
New Jersey
$347K +$4.46K +227 +1%
HWM
42
HB Wealth Management
Georgia
$339K +$26.6K +1,353 +9%
AFM
43
Abbot Financial Management
Massachusetts
$326K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$312K +$10.9K +554 +4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$293K +$293K +14,896 New
SFS
46
Sowell Financial Services
Arkansas
$288K -$57.8K -2,938 -17%
NA
47
NewEdge Advisors
Louisiana
$283K -$12.7K -644 -4%
PI
48
PFG Investments
New York
$269K +$269K +13,708 New
CCG
49
Capital CS Group
California
$245K – – –
Calamos Advisors
50
Calamos Advisors
Illinois
$236K +$236K +11,996 New
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