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 Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$17.1M 839,996 -13,414 -2%
RJA
2
Raymond James & Associates
Florida
$7.9M 387,187 +6,273 +2%
Bank of America
3
Bank of America
North Carolina
$6.63M 324,791 +33,512 +12%
Invesco
4
Invesco
Georgia
$6.13M 300,292 -1,085 -0.4%
LPL Financial
5
LPL Financial
California
$4.56M 223,321 +20,517 +10%
Morgan Stanley
6
Morgan Stanley
New York
$3.94M 193,106 -9,575 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.81M 186,771 +12,242 +7%
Wells Fargo
8
Wells Fargo
California
$3.61M 176,962 +19,180 +12%
GC
9
Guggenheim Capital
Illinois
$3.48M 170,399 -20,446 -11%
CAN
10
Cetera Advisor Networks
California
$3.33M 163,358 +11,295 +7%
CTC
11
Central Trust Company
Missouri
$2.61M 127,913 -325 -0.3%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.12M 104,164 +338 +0.3%
LOPW
13
Live Oak Private Wealth
North Carolina
$2.09M 102,602 – –
SIC
14
Samalin Investment Counsel
New York
$2.08M 102,157 -17,771 -15%
FFS
15
Founders Financial Securities
Maryland
$1.96M 95,883 -220 -0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.92M 94,073 +4,068 +5%
Stifel Financial
17
Stifel Financial
Missouri
$1.82M 88,974 -7,338 -8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.61M 78,966 -1,853 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.38M 67,547 +265 +0.4%
NFG
20
Nations Financial Group
Iowa
$1.22M 59,650 -2,583 -4%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$1.21M 59,439 -3,479 -6%
WF
22
Welch & Forbes
Massachusetts
$1.02M 50,000 – –
Cohen & Steers
23
Cohen & Steers
New York
$976K 47,835 – –
GG
24
Golden Green
South Carolina
$949K 46,517 -25 -0.1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$862K 42,271 +407 +1%
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