Sowell Financial Services LLC

Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund

CIK 1633697 NORTH LITTLE ROCK, AR

Position in EVT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$756,964

+$99,098 QoQ

Shares Held

27,347

+2.1% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#11

of 49 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. EVT ranks #13 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust	761,468	$7,782,202
2	BN	BROOKFIELD Corp /ON/	122,009	$5,196,363
3	LIEN	Chicago Atlantic BDC, Inc.	511,387	$4,996,250
4	FLC	Flaherty & Crumrine Total Return Fund Inc	204,611	$3,457,925
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	112,147	$1,825,753
6	JQC	Nuveen Credit Strategies Income Fund	321,246	$1,561,255
7	BX	Blackstone Inc.	12,954	$1,524,297
8	ERC	Allspring Multi-Sector Income Fund	147,782	$1,361,072

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$756,964	27,347	+2.1%	Shares	Sole	2026-07-20
2026-03-31	$657,866	26,797	0.0%	Shares	Sole	2026-04-20
2025-12-31	$674,748	26,797	0.0%	Shares	Sole	2026-01-21
2025-09-30	$655,186	26,797	0.0%	Shares	Sole	2025-10-17
2025-06-30	$645,807	26,797	-11.1%	Shares	Sole	2025-07-14
2025-03-31	$701,078	30,128	-10.6%	Shares	Sole	2025-04-17
2024-12-31	$810,869	33,716	-2.4%	Shares	Sole	2025-02-07
2024-09-30	$853,162	34,555	+15.7%	Shares	Sole	2024-10-04
2024-06-30	$695,602	29,867	+0.7%	Shares	Sole	2024-08-13
2024-03-31	$700,164	29,668	-7.4%	Shares	Sole	2024-05-03
2023-12-31	$712,667	32,030	+10.0%	Shares	Sole	2024-01-24
2023-09-30	$616,952	29,129	-37.9%	Shares	Sole	2023-11-08
2023-06-30	$1,066,997	46,901	+6.7%	Shares	Sole	2023-08-14
2023-03-31	$993,709	43,950	-3.3%	Shares	Sole	2023-05-12
2022-12-31	$1,036,579	45,464	+8.2%	Shares	Sole	2023-02-09
2022-09-30	$913,761	42,012	+3.9%	Shares	Sole	2022-11-15
2022-06-30	$965,517	40,449	+4.4%	Shares	Sole	2022-08-15
2022-03-31	$1,123,206	38,758	+6.3%	Shares	Sole	2022-05-13
2021-12-31	$1,085,726	36,446	+96.4%	Shares	Sole	2022-02-09
2021-03-31	$487,492	18,557	+2.8%	Shares	Sole	2021-05-07
2020-12-31	$426,811	18,047	+37.9%	Shares	Sole	2021-01-13
2020-09-30	$257,774	13,085	-20.6%	Shares	Sole	2020-11-12
2020-06-30	$317,267	16,490	0.0%	Shares	Sole	2020-08-13
2020-03-31	$277,526	16,490	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.