John Hancock Tax-Advantaged Dividend Income Fund (HTD)
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HTD: Attractive Outlook Fueled By Data Center Growth
John Hancock Tax-Advantaged Dividend Income Fund (HTD) remains a buy, trading at a 6.33% discount to NAV with a 7.4% yield. HTD is positioned to benefit from AI data center-driven utility earnings growth, with ~57% of assets in utilities and related sectors. While HTD offers reliable, tax-advantaged monthly income, its focus on distributions may limit long-term total return versus traditional ETFs.
HTD: Continuing Strong Returns With Monthly Pay
John Hancock Tax-Advantaged Dividend Income Fund remains a "Buy" due to its strong, steady monthly distribution. HTD's portfolio emphasizes utilities, preferreds, and corporate bonds, benefiting from lower rates and potential AI-driven utility demand. The recent distribution increase brings the yield to 7.57%, with coverage supported by capital gains and easing borrowing costs as the Fed cuts rates.
John Hancock Tax-Advantaged Dividend Income Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 500 | $12,385 | $12,957.5 | $572.5 | 4.62% |
 Jeff Ameen Spire Wealth Management | 35,765 | $818,856.99 | $924,167.6 | $105,310.61 | 12.86% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 43,996 | $1.03M | $1.14M | $116,105.18 | 11.32% |
 John Mezzasalma Mezzasalma Advisors LLC | 12,750 | $282,747.67 | $330,862.5 | $48,114.83 | 17.02% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 8,588 | $212,724.76 | $222,858.6 | $10,133.84 | 4.76% |
