HTD

John Hancock Tax-Advantaged Dividend Income Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
51
Powell Investment Advisors
Florida
$226K +$213 +10 +0.1%
Creative Planning
52
Creative Planning
Kansas
$214K +$214K +10,056 New
SWM
53
Spire Wealth Management
Virginia
$209K +$175K +8,203 +515%
Corient Private Wealth
54
Corient Private Wealth
Florida
$207K +$207K +9,697 New
GWSG
55
GPS Wealth Strategies Group
Colorado
$169K +$169K +7,915 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$132K
BWP
57
Baldwin Wealth Partners
Massachusetts
$119K
CAL
58
Capital Advisors Ltd
Ohio
$119K
VWM
59
Venturi Wealth Management
Texas
$114K +$114K +5,328 New
US Bancorp
60
US Bancorp
Minnesota
$92.7K
TWA
61
TCI Wealth Advisors
Arizona
$86.6K
BCMLT
62
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.8K
RFA
63
Register Financial Advisors
Georgia
$44.3K
PTC
64
Private Trust Company
Ohio
$42.6K -$38.4K -1,800 -47%
AAS
65
Ameritas Advisory Services
Nebraska
$42K +$42K +1,969 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$41K +$3.02K +140 +8%
GRP
67
Global Retirement Partners
California
$35K +$22.3K +1,077 +175%
CFB
68
Cullen/Frost Bankers
Texas
$34.7K
AF
69
Allworth Financial
California
$28.9K
NA
70
NewEdge Advisors
Louisiana
$26.5K -$40.9K -1,919 -61%
NSIM
71
North Star Investment Management
Illinois
$21.3K
TRCT
72
Tower Research Capital (TRC)
New York
$21K +$21K +993 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$18.9K
GWM
74
Geneos Wealth Management
Colorado
$10.7K -$85.3K -4,000 -89%
ME
75
McIlrath & Eck
Washington
$10.7K