Back to HTD
KESTRA PRIVATE WEALTH SERVICES, LLC → HTD
KESTRA PRIVATE WEALTH SERVICES, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
15
Latest value
$374K
Q3 2026
Peak value
$10.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $262K |
| Q3 2025 | $6.3M |
| Q3 2025 | $223K |
| Q4 2025 | $6.2M |
| Q4 2025 | $235K |
| Q4 2025 | $269K |
| Q1 2026 | $272K |
| Q1 2026 | $6.3M |
| Q1 2026 | $240K |
| Q2 2026 | $6.5M |
| Q2 2026 | $375K |
| Q2 2026 | $285K |
| Q3 2026 | $247K |
| Q3 2026 | $10.3M |
| Q3 2026 | $374K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $374K | 8.4K | — | — |
| Q3 2026 | $10.3M | 144.3K | — | — |
| Q3 2026 | $247K | 2.8K | — | — |
| Q2 2026 | $285K | 3.2K | — | — |
| Q2 2026 | $375K | 8.4K | — | — |
| Q2 2026 | $6.5M | 87.2K | — | — |
| Q1 2026 | $240K | 5.7K | — | — |
| Q1 2026 | $6.3M | 93.5K | — | — |
| Q1 2026 | $272K | 3.5K | — | — |
| Q4 2025 | $269K | 3.4K | — | — |
| Q4 2025 | $235K | 5.7K | — | — |
| Q4 2025 | $6.2M | 94.0K | — | — |
| Q3 2025 | $223K | 5.6K | — | — |
| Q3 2025 | $6.3M | 97.6K | — | — |
| Q3 2025 | $262K | 3.3K | — | — |
Other funds holding HTD
$285.1M
$225.8M