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ERn Financial, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
10
Latest value
$4.3M
Q3 2026
Peak value
$12.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.2M |
| Q3 2025 | $3.5M |
| Q4 2025 | $10.5M |
| Q4 2025 | $3.8M |
| Q1 2026 | $10.4M |
| Q1 2026 | $3.9M |
| Q2 2026 | $12.1M |
| Q2 2026 | $4.4M |
| Q3 2026 | $12.6M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 59.7K | — | — |
| Q3 2026 | $12.6M | 141.2K | — | — |
| Q2 2026 | $4.4M | 58.8K | — | — |
| Q2 2026 | $12.1M | 135.6K | — | — |
| Q1 2026 | $3.9M | 58.6K | — | — |
| Q1 2026 | $10.4M | 132.9K | — | — |
| Q4 2025 | $3.8M | 58.3K | — | — |
| Q4 2025 | $10.5M | 131.5K | — | — |
| Q3 2025 | $3.5M | 54.5K | — | — |
| Q3 2025 | $9.2M | 117.5K | — | — |
Other funds holding HTD
$285.1M
$225.8M