Nuveen Tax-Advantaged Dividend Growth Fund's investment objective is to provide an attractive level of distributions and capital appreciation. In pursuing its investment objective, the Fund seeks to reduce and defer potential federal income tax liabilities incurred by the holders of its common shares in connection with their investment in the Fund.
The Fund invests in dividend-paying stocks issued primarily by mid to large cap companies, seeking attractive dividend income and the potential for future dividend growth and capital appreciation. To a lesser extent, the Fund invests in preferred stocks of mid to large cap companies. Under normal market circumstances, the Fund will invest at least 80% of its managed assets in securities that are eligible to pay tax-advantaged dividends. The Fund also sells call options covering up to 35% of the value of the Fund's portfolio in seeking to enhance risk-adjusted performance relative to an all equity portfolio. The Fund uses leverage.
Company profile
Ticker
JTD
Exchange
Employees
Incorporated
Location
SEC CIK
Corporate docs
JTD stock data
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
21 Aug 23
N-PX
Annual report of proxy voting record
22 Aug 22
N-CEN
Annual report (registered investment company)
16 Mar 22
25-NSE
Exchange delisting
22 Nov 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Sep 21
425
Business combination disclosure
20 Aug 21
N-PX
Annual report of proxy voting record
16 Aug 21
425
Business combination disclosure
27 Jul 21
425
Business combination disclosure
21 Jul 21
425
Business combination disclosure
23 Apr 21
Latest ownership filings
NPORT-P
Nuveen Tax-Advantaged Dividend Growth Fund (Sep 2021 report)
24 Nov 21
NPORT-P
Nuveen Tax-Advantaged Dividend Growth Fund (Jun 2021 report)
27 Aug 21
3
Joanne Medero
7 Jul 21
3
Amy B.R. Lancellotta
7 Jul 21
NPORT-P
Nuveen Tax-Advantaged Dividend Growth Fund (Mar 2021 report)
27 May 21
NPORT-P
Nuveen Tax-Advantaged Dividend Growth Fund (Dec 2020 report)
26 Feb 21
SC 13G/A
FIRST TRUST PORTFOLIOS LP
12 Feb 21
NPORT-P
Nuveen Tax-Advantaged Dividend Growth Fund (Sep 2020 report)
27 Nov 20
3
Matthew Thornton III
24 Nov 20
NPORT-P
Nuveen Tax-Advantaged Dividend Growth Fund (Jun 2020 report)
27 Aug 20
Institutional ownership, Q1 2022
4.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 2 |
Opened positions | 1 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 9.79 mm |
Total shares | 688.20 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
First Trust Portfolios | 687.40 k | $9.78 mm |
N.E.W. Advisory Services | 800.00 | $12.00 k |