Back to HTD
FMA Wealth Management, LLC → HTD
FMA Wealth Management, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q4 2025 | $5.5M |
| Q1 2026 | $5.6M |
| Q2 2026 | $6.1M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 81.5K | — | — |
| Q2 2026 | $6.1M | 81.4K | — | — |
| Q1 2026 | $5.6M | 83.3K | — | — |
| Q4 2025 | $5.5M | 83.5K | — | — |
| Q3 2025 | $5.4M | 83.5K | — | — |
Other funds holding HTD
$285.1M
$225.8M