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Equibles

Founders Financial Alliance, LLC

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

CIK 1832190 RALEIGH, NC
Back to EVT Full portfolio

Position in EVT

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$1,114,424
+$168,194 QoQ
Shares Held
40,261
+4.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#45
of 157 holders
Holding Since
Sep 2020
23 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 Jun 30, 2026

Founders Financial Alliance, LLC holds $13,522,330 across 38 Asset Management names. EVT ranks #2 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOF
Guggenheim Strategic Opportunities Fund
 117,396 $1,281,964
2 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
This page 		40,261 $1,114,424
3 BME
BlackRock Health Sciences Trust
 19,200 $824,640
4 ACP
abrdn Income Credit Strategies Fund
 157,320 $818,064
5 OXLC
Oxford Lane Capital Corp.
 88,808 $777,958
6 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 61,571 $722,843
7 NVG
Nuveen AMT-Free Municipal Credit Income Fund
 50,344 $644,403
8 BCIC
BCP Investment Corp
 80,706 $587,539

All Filings in EVT

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,114,424 40,261
2026-03-31 $946,230 38,543
2025-12-31 $912,573 36,242
2025-09-30 $872,058 35,667
2025-06-30 $846,102 35,108
2025-03-31 $805,933 34,634
2024-12-31 $751,009 31,227
2024-09-30 $750,501 30,397
2024-06-30 $669,866 28,762
2024-03-31 $664,198 28,144
2023-12-31 $610,050 27,418
2023-09-30 $579,209 27,347
2023-06-30 $611,884 26,896
2023-03-31 $604,207 26,723
2022-12-31 $601,988 26,403
2022-09-30 $569,806 26,198
2022-03-31 $693,839 23,942
2021-12-31 $942,138 31,626
2021-09-30 $822,484 29,963
2021-06-30 $393,787 14,247
2021-03-31 $279,801 10,651
2020-12-31 $237,919 10,060
2020-09-30 $198,182 10,060