Back to HTD
Capital Advisors, Ltd. LLC → HTD
Capital Advisors, Ltd. LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
16
Latest value
$4.1M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $704K |
| Q4 2025 | $4K |
| Q4 2025 | $358K |
| Q4 2025 | $3.6M |
| Q1 2026 | $719K |
| Q1 2026 | $4K |
| Q1 2026 | $351K |
| Q1 2026 | $3.8M |
| Q2 2026 | $753K |
| Q2 2026 | $5K |
| Q2 2026 | $400K |
| Q2 2026 | $4.3M |
| Q3 2026 | $739K |
| Q3 2026 | $4K |
| Q3 2026 | $399K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 57.9K | — | — |
| Q3 2026 | $399K | 4.5K | — | — |
| Q3 2026 | $4K | 97 | — | — |
| Q3 2026 | $739K | 16.7K | — | — |
| Q2 2026 | $4.3M | 57.8K | — | — |
| Q2 2026 | $400K | 4.5K | — | — |
| Q2 2026 | $5K | 97 | — | — |
| Q2 2026 | $753K | 17.0K | — | — |
| Q1 2026 | $3.8M | 56.3K | — | — |
| Q1 2026 | $351K | 4.5K | — | — |
| Q1 2026 | $4K | 97 | — | — |
| Q1 2026 | $719K | 17.0K | — | — |
| Q4 2025 | $3.6M | 55.6K | — | — |
| Q4 2025 | $358K | 4.5K | — | — |
| Q4 2025 | $4K | 97 | — | — |
| Q4 2025 | $704K | 17.0K | — | — |
Other funds holding HTD
$285.1M
$225.8M