John Hancock Tax-Advantaged Dividend Income Fund
HTD- Exchange
- NYSE
- SEC CIK
- 0001260041
No open-market purchases or sales by John Hancock Tax-Advantaged Dividend Income Fund insiders were filed in the last 90 days; 94 institutions reported holding it in 13F filings for Q2 2026, worth $155.5M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in John Hancock Tax-Advantaged Dividend Income Fund as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 90
- +1 vs. Q3 2021
- Shares held
- 4.74M
- −22.6K (−0.5%) vs. Q3 2021
- Total value
- $124.0M
- +$15.1M (+13.9%) vs. Q3 2021
- New holders
- 14
- 32 more added
- Sold out
- 13
- 20 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HTD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 94 | $155.5M |
| Q1 2026 | 94 | $147.3M |
| Q4 2025 | 95 | $141.3M |
| Q3 2025 | 97 | $146.9M |
| Q2 2025 | 96 | $144.3M |
| Q1 2025 | 83 | $142.4M |
| Q4 2024 | 93 | $131.6M |
| Q3 2024 | 92 | $130.2M |
| Q2 2024 | 90 | $111.7M |
| Q1 2024 | 85 | $104.9M |
| Q4 2023 | 88 | $98.0M |
| Q3 2023 | 83 | $86.9M |
| Q2 2023 | 83 | $97.3M |
| Q1 2023 | 81 | $102.2M |
| Q4 2022 | 92 | $110.7M |
| Q3 2022 | 82 | $101.4M |
| Q2 2022 | 87 | $112.8M |
| Q1 2022 | 91 | $119.8M |
| Q4 2021 | 90 | $124.0M |
| Q3 2021 | 91 | $109.1M |
| Q2 2021 | 87 | $125.3M |
| Q1 2021 | 90 | $126.4M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding John Hancock Tax-Advantaged Dividend Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |