John Hancock Tax-Advantaged Dividend Income Fund (HTD) — SEC Filings
John Hancock Tax-Advantaged Dividend Income Fund (HTD) — 3 SEC filings. Latest: NPORT-P (Mar 30, 2026). Includes 2 DEF 14A, 1 NPORT-P.
View John Hancock Tax-Advantaged Dividend Income Fund on SEC EDGAR
Overview
John Hancock Tax-Advantaged Dividend Income Fund (HTD) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a NPORT-P filed on Mar 30, 2026: On January 31, 2026, the John Hancock Tax-Advantaged Dividend Income Fund reported its monthly portfolio investments. The filing details the fund's holdings as of this date, providing transparency into its investment strategy and asset allocation. This report is a standard regulatory requirement for
Sentiment Summary
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant filing sentiment for John Hancock Tax-Advantaged Dividend Income Fund is neutral.
Filing Type Overview
John Hancock Tax-Advantaged Dividend Income Fund (HTD) has filed 1 NPORT-P, 2 DEF 14A with the SEC between Dec 2024 to Mar 2026.
Filings by Year
Recent SEC Filings (3)
| Date | Form | Description | Risk |
|---|---|---|---|
| Mar 30, 2026 | NPORT-P | John Hancock Dividend Fund Reports Jan 2026 Holdings | low |
| Dec 11, 2025 | DEF 14A | John Hancock Funds Seek Shareholder Approval for Six Trustee Nominees | low |
| Dec 12, 2024 | DEF 14A | John Hancock Dividend Fund Files 2025 Proxy Statement | low |
Risk Profile
Risk Assessment: Of HTD's 3 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Kristie M. Feinberg
- James R. Boyle
- Grace K. Fey
- Christine L. Hurtsellers
- Hassell H. McClellan
- Kenneth J. Phelan
Industry Context
The John Hancock Tax-Advantaged Dividend Income Fund operates within the actively managed closed-end fund sector, which focuses on generating income and capital appreciation through dividend-paying equities. This sector competes with other income-focused investment vehicles, including ETFs and other mutual funds, as well as direct equity investments. Key industry trends include investor demand for yield in a fluctuating interest rate environment and the increasing importance of tax efficiency for dividend income.
Top Tags
nport-p (1) · mutual-fund (1) · portfolio-disclosure (1) · Proxy Statement (1) · Board Election (1) · Corporate Governance (1) · Shareholder Meeting (1) · Closed-End Fund (1) · Investment Management (1) · Trustee Nominees (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Period of Report | 2026-01-31 | The date as of which the portfolio holdings are reported. |
| Filing Date | 2026-03-30 | The date the report was officially submitted to the SEC. |
| Shares Outstanding | 35,431,824 | For JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND as of November 25, 2025 |
| Number of Trustees | 6 | Proposed for election for a three-year term |
| Independent Nominees | 5 | Out of six nominees, indicating strong independent oversight |
| Total Trustees | 14 | Currently serving on the Board of each fund |
| Term Expiration Year | 2029 | For the elected Trustees |
| Funds Overseen | 172 | By Kristie M. Feinberg, James R. Boyle, Christine L. Hurtsellers, Kenneth J. Phelan, and Noni Ellison McKee |
| Annual Meeting Date | February 17, 2026 | When shareholders will vote on Trustee elections |
| Meeting Time | 2:00 P.M. | Eastern time for the annual shareholder meeting |
| Conformed Period of Report | 20250218 | The fiscal year end for which the proxy statement is relevant. |
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Frequently Asked Questions
What are the latest SEC filings for John Hancock Tax-Advantaged Dividend Income Fund (HTD)?
John Hancock Tax-Advantaged Dividend Income Fund has 3 recent SEC filings from Dec 2024 to Mar 2026, including 2 DEF 14A, 1 NPORT-P. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of HTD filings?
Across 3 filings, the sentiment breakdown is: 3 neutral. The dominant sentiment is neutral.
Where can I find John Hancock Tax-Advantaged Dividend Income Fund SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all John Hancock Tax-Advantaged Dividend Income Fund (HTD) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for John Hancock Tax-Advantaged Dividend Income Fund?
Financial highlights for John Hancock Tax-Advantaged Dividend Income Fund are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for HTD?
The investment thesis for HTD includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at John Hancock Tax-Advantaged Dividend Income Fund?
Key executives identified across John Hancock Tax-Advantaged Dividend Income Fund's filings include Kristie M. Feinberg, James R. Boyle, Grace K. Fey, Christine L. Hurtsellers, Hassell H. McClellan and 1 others.
What are the main risk factors for John Hancock Tax-Advantaged Dividend Income Fund stock?
Of HTD's 3 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from John Hancock Tax-Advantaged Dividend Income Fund?
Forward guidance and predictions for John Hancock Tax-Advantaged Dividend Income Fund are extracted from SEC filings as they are enriched.