Back to HTD
D.A. DAVIDSON & CO. HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
8
Latest value
$2M
Q3 2026
Peak value
$4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q4 2025 | $1.9M |
| Q1 2026 | $2M |
| Q1 2026 | $1.9M |
| Q2 2026 | $2.1M |
| Q2 2026 | $2.1M |
| Q3 2026 | $4M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 27.5K | — | — |
| Q3 2026 | $4M | 90.5K | — | — |
| Q2 2026 | $2.1M | 27.9K | — | — |
| Q2 2026 | $2.1M | 47.0K | — | — |
| Q1 2026 | $1.9M | 27.9K | — | — |
| Q1 2026 | $2M | 46.1K | — | — |
| Q4 2025 | $1.9M | 28.5K | — | — |
| Q4 2025 | $1.7M | 39.9K | — | — |
Other funds holding HTD
$285.1M
$225.8M