HTD

John Hancock Tax-Advantaged Dividend Income Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$227K
CCG
52
Capital CS Group
California
$221K
FT
53
Fiduciary Trust
Massachusetts
$217K
HighTower Advisors
54
HighTower Advisors
Illinois
$211K -$11.9K -672 -5%
CI
55
Conning Inc
Connecticut
$200K
EC
56
Elequin Capital
New York
$196K +$196K +11,028 New
ASN
57
Advisory Services Network
Georgia
$189K -$44.2K -2,491 -19%
AAS
58
Avantax Advisory Services
Texas
$188K -$25.6K -1,442 -12%
PIA
59
Powell Investment Advisors
Florida
$179K -$9.34K -526 -5%
GWSG
60
GPS Wealth Strategies Group
Colorado
$141K
SWM
61
Spire Wealth Management
Virginia
$126K -$100K -5,636 -44%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$110K
BWP
63
Baldwin Wealth Partners
Massachusetts
$99.3K
CAL
64
Capital Advisors Ltd
Ohio
$99K
VWM
65
Venturi Wealth Management
Texas
$94.6K
GWM
66
Geneos Wealth Management
Colorado
$79.9K
NS
67
NBC Securities
Alabama
$71K +$71K +4,026 New
BCMLT
68
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.2K
JFA
69
JNBA Financial Advisors
Minnesota
$39.8K
PTC
70
Private Trust Company
Ohio
$35.5K
DJSG
71
D.J. St. Germain
Massachusetts
$34K -$11.1K -625 -25%
TSWM
72
Tyler-Stone Wealth Management
Ohio
$27K
OC
73
Oakworth Capital
Alabama
$26.6K
LAS
74
LWM Advisory Services
Florida
$19.7K +$19.7K +1,107 New
NSIM
75
North Star Investment Management
Illinois
$17.8K