HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

82 hedge funds and large institutions have $143M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
82
Holders Change
-10
Holders Change %
-10.87%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$6.67M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$11.8M
3
GC
3
Guggenheim Capital
Illinois
$9.73M
4
CWM
4
Congress Wealth Management
Massachusetts
$604K
5
LPL Financial
5
LPL Financial
California
$6.98M

Top Sellers

1
AA
1
AQR Arbitrage
Connecticut
$3.78M
2
Bank of America
2
Bank of America
North Carolina
$7.18M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.06M
5
KIM
5
Karpus Investment Management
New York
$5.51M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$17.3M 723,685 +15,798 +2%
Invesco
2
Invesco
Georgia
$12.4M 518,742 +18,922 +4%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$11.8M 491,246 +36,827 +8%
GC
4
Guggenheim Capital
Illinois
$9.73M 406,624 +30,687 +8%
Morgan Stanley
5
Morgan Stanley
New York
$9.45M 395,003 +22,370 +6%
Bank of America
6
Bank of America
North Carolina
$7.18M 299,995 -45,106 -13%
Raymond James Financial
7
Raymond James Financial
Florida
$7.15M 298,592 +33 +0%
LPL Financial
8
LPL Financial
California
$6.98M 291,620 +25,089 +9%
Wells Fargo
9
Wells Fargo
California
$6.67M 278,814 +43,000 +18%
KIM
10
Karpus Investment Management
New York
$5.51M 230,311 -13,852 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.96M 165,634 +708 +0.4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.82M 159,567 +6,530 +4%
AA
13
AQR Arbitrage
Connecticut
$3.78M 158,175 -50,364 -24%
Stifel Financial
14
Stifel Financial
Missouri
$3.08M 128,627 +4,643 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.06M 127,865 -22,859 -15%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.81M 117,498 -3,590 -3%
LOPW
17
Live Oak Private Wealth
North Carolina
$2.46M 102,602 – –
CTC
18
Central Trust Company
Missouri
$2.11M 88,223 -1,534 -2%
Cohen & Steers
19
Cohen & Steers
New York
$1.74M 72,835 – –
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.53M 63,930 +10,492 +20%
SIC
21
Samalin Investment Counsel
New York
$1.24M 51,884 +288 +0.6%
WF
22
Welch & Forbes
Massachusetts
$1.2M 50,000 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.1M 45,943 -10,674 -19%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$1.05M 44,075 -44 -0.1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.01M 42,182 +1,544 +4%
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