Founders Financial Alliance, LLC
Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund
CIK 1832190
RALEIGH, NC
Position in EVT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$946,230
+$33,657 QoQ
Shares Held
38,543
+6.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Founders Financial Alliance, LLC holds $13,598,092 across 38 Asset Management names. EVT ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
119,934 | $1,321,672 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
This page
|
38,543 | $946,230 | |
| 3 | OXLC |
Oxford Lane Capital Corp.
|
91,622 | $896,063 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
19,329 | $744,359 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
64,839 | $728,141 | |
| 6 | ACP |
abrdn Income Credit Strategies Fund
|
140,492 | $716,509 | |
| 7 | BCIC |
BCP Investment Corp
|
83,017 | $624,287 | |
| 8 | ARCC |
Ares Capital Corp
|
34,333 | $618,680 |
All Filings in EVT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $946,230 | 38,543 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $912,573 | 36,242 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $872,058 | 35,667 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $846,102 | 35,108 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $805,933 | 34,634 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $751,009 | 31,227 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $750,501 | 30,397 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $669,866 | 28,762 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $664,198 | 28,144 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $610,050 | 27,418 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $579,209 | 27,347 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $611,884 | 26,896 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $604,207 | 26,723 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $601,988 | 26,403 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $569,806 | 26,198 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $693,839 | 23,942 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $942,138 | 31,626 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $822,484 | 29,963 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $393,787 | 14,247 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $279,801 | 10,651 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $237,919 | 10,060 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $198,182 | 10,060 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||