HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

83 hedge funds and large institutions have $97.3M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.63M
2
LPL Financial
2
LPL Financial
California
$4.56M
3
Wells Fargo
3
Wells Fargo
California
$3.61M
4
NA
4
NewEdge Advisors
Louisiana
$327K
5
KWM
5
Kingsview Wealth Management
Oregon
$286K

Top Sellers

1
PRWA
1
Platte River Wealth Advisors
Colorado
$536K
2
MA
2
Mutual Advisors
Nebraska
$808K
3
GC
3
Guggenheim Capital
Illinois
$3.48M
4
SIC
4
Samalin Investment Counsel
New York
$2.08M
5
UBS Group
5
UBS Group
Switzerland
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$245K – – –
SCA
52
SMH Capital Advisors
Texas
$240K -$2.75K -135 -1%
CI
53
Conning Inc
Connecticut
$230K – – –
PIA
54
Powell Investment Advisors
Florida
$217K +$204 +10 +0.1%
HWM
55
HB Wealth Management
Georgia
$209K +$209K +10,262 New
GWSG
56
GPS Wealth Strategies Group
Colorado
$161K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$126K – – –
BWP
58
Baldwin Wealth Partners
Massachusetts
$114K – – –
CAL
59
Capital Advisors Ltd
Ohio
$114K – – –
VWM
60
Venturi Wealth Management
Texas
$109K – – –
GWM
61
Geneos Wealth Management
Colorado
$91.8K +$81.6K +4,000 +800%
WAM
62
Wolverine Asset Management
Illinois
$85.1K +$85.1K +4,172 New
BCMLT
63
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.2K – – –
DJSG
64
D.J. St. Germain
Massachusetts
$51.9K +$51.9K +2,542 New
JFA
65
JNBA Financial Advisors
Minnesota
$45.7K +$45.7K +2,240 New
PTC
66
Private Trust Company
Ohio
$40.8K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$36.9K +$36.9K +1,809 New
CFFP
68
Center for Financial Planning
Michigan
$32.5K +$32.5K +1,593 New
TSWM
69
Tyler-Stone Wealth Management
Ohio
$31K +$31K +1,516 New
OC
70
Oakworth Capital
Alabama
$30.6K +$30.6K +1,500 New
AF
71
Allworth Financial
California
$27.7K – – –
GRP
72
Global Retirement Partners
California
$27.4K -$7.1K -348 -21%
NSIM
73
North Star Investment Management
Illinois
$20.4K – – –
GI
74
Gradient Investments
Minnesota
$20.4K +$20.4K +1,000 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$18.1K – – –
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3
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