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HighPoint Advisor Group’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

HighPoint Advisor Group’s Portfolio TDIV Stock Details TDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.27M Buy
37,161
+1,075
+3% +$119K 0.15% 128
2026
Q1 		$3.38M Buy
36,086
+18,366
+104% +$1.79M 0.14% 136
2025
Q4 		$1.72M Buy
+17,720
New +$1.74M 0.04% 346

Other funds holding TDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighPoint Advisor Group's TDIV Position: Q2 2026 in Review

HighPoint Advisor Group increased its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 3% in Q2 2026, buying an estimated $119K and bringing the position to 37,161 shares worth $4.27M. The position accounts for 0.15% of the portfolio, ranked #128.

HighPoint Advisor Group first reported a position in TDIV in Q4 2025 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold TDIV as of Q2 2026.

  • HighPoint Advisor Group held 37,161 shares of First Trust NASDAQ Technology Dividend Index Fund worth $4.27M as of Q2 2026.
  • HighPoint Advisor Group bought 1,075 First Trust NASDAQ Technology Dividend Index Fund shares in Q2 2026, an estimated $119K.
  • First Trust NASDAQ Technology Dividend Index Fund made up 0.15% of HighPoint Advisor Group's portfolio in Q2 2026, its #128 holding.
  • HighPoint Advisor Group first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.