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ADVISORTRUST PARTNERS, LLC → HTD
ADVISORTRUST PARTNERS, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $394K |
| Q1 2026 | $404K |
| Q2 2026 | $5M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 67.4K | — | — |
| Q2 2026 | $5M | 67.4K | — | — |
| Q1 2026 | $404K | 6.0K | — | — |
| Q4 2025 | $394K | 6.0K | — | — |
Other funds holding HTD
$285.1M
$225.8M