HighTower Advisors
HTD

HighTower Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

HighTower Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
+9,712
New +$246K ﹤0.01% 3369
2025
Q1 		– Sell
-11,495
Closed -$253K – 3883
2024
Q4 		$253K Buy
11,495
+68
+0.6% +$1.56K ﹤0.01% 3015
2024
Q3 		$266K Sell
11,427
-1,152
-9% -$24.6K ﹤0.01% 2902
2024
Q2 		$253K Buy
12,579
+675
+6% +$13.4K ﹤0.01% 2856
2024
Q1 		$234K Buy
11,904
+88
+0.7% +$1.69K ﹤0.01% 2879
2023
Q4 		$223K Sell
11,816
-81
-0.7% -$1.44K ﹤0.01% 2942
2023
Q3 		$211K Sell
11,897
-672
-5% -$13.2K ﹤0.01% 2871
2023
Q2 		$256K Buy
12,569
+1,241
+11% +$25.5K ﹤0.01% 2672
2023
Q1 		$241K Buy
11,328
+1,587
+16% +$36.5K ﹤0.01% 2611
2022
Q4 		$223K Buy
+9,741
New +$218K ﹤0.01% 2687
2022
Q3 		– Sell
-9,013
Closed -$208K – 3256
2022
Q2 		$208K Buy
9,013
+23
+0.3% +$563 ﹤0.01% 2612
2022
Q1 		$232K Sell
8,990
-1,250
-12% -$31K ﹤0.01% 2715
2021
Q4 		$269K Buy
10,240
+88
+0.9% +$2.15K ﹤0.01% 2538
2021
Q3 		$234K Buy
10,152
+235
+2% +$5.8K ﹤0.01% 2594
2021
Q2 		$247K Buy
9,917
+423
+4% +$10.3K ﹤0.01% 2512
2021
Q1 		$224K Buy
+9,494
New +$205K ﹤0.01% 2509
2020
Q4 		– Sell
-12,348
Closed -$234K – 2716
2020
Q3 		$234K Sell
12,348
-2,323
-16% -$44.9K ﹤0.01% 1987
2020
Q2 		$283K Sell
14,671
-2,410
-14% -$45.5K ﹤0.01% 1776
2020
Q1 		$299K Sell
17,081
-2,047
-11% -$49.7K ﹤0.01% 1574
2019
Q4 		$524K Buy
19,128
+255
+1% +$6.94K ﹤0.01% 1434
2019
Q3 		$536K Buy
18,873
+6,619
+54% +$173K ﹤0.01% 1474
2019
Q2 		$313K Buy
12,254
+2,319
+23% +$57.7K ﹤0.01% 1774
2019
Q1 		$248K Buy
+9,935
New +$233K ﹤0.01% 1829

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors's HTD Position: Q2 2026 in Review

HighTower Advisors opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2026: 9,712 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #3369 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in HTD as recently as Q4 2024.

HighTower Advisors first reported a position in HTD in Q1 2019 and has held it in 23 quarters since. The position peaked at $536K in Q3 2019. 94 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

  • HighTower Advisors held 9,712 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $248K as of Q2 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund was a new HighTower Advisors position in Q2 2026.
  • John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3369 holding.
  • HighTower Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2019 and has held it in 23 quarters since.
  • HighTower Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $536K in Q3 2019.
  • 94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.