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Frederick Financial Consultants, LLC → HTD
Frederick Financial Consultants, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $4M |
| Q1 2026 | $4.2M |
| Q2 2026 | $4.7M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 65.2K | — | — |
| Q2 2026 | $4.7M | 63.4K | — | — |
| Q1 2026 | $4.2M | 63.0K | — | — |
| Q4 2025 | $4M | 60.6K | — | — |
| Q3 2025 | $3.8M | 58.3K | — | — |
Other funds holding HTD
$285.1M
$225.8M