John Hancock Financial Opportunities Fund
BTO- Exchange
- NYSE
- SEC CIK
- 0000925683
In the last 90 days, John Hancock Financial Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $167.5M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding John Hancock Financial Opportunities Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 68 | 1 | 65 | −2 |
| Shares | 3.56M | 2.27K | 3.65M | +92.5K (+2.6%) |
| Value | $133.7M | $85.0K | $155.4M | +$21.7M (+16.2%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Private Advisor Group, LLC | 9,524 | $405.0K | 0.00% |
| J.W. Cole Advisors, Inc. | 8,753 | $372.0K | 0.03% |
| Capital Investment Advisors, LLC | 5,500 | $234.0K | 0.01% |
| Centaurus Financial, Inc. | 2,365 | $101.0K | 0.01% |
| Tucker Asset Management LLC | 1,674 | $73.8K | 0.03% |
| Total Clarity Wealth Management, Inc. | 1,014 | $43.0K | 0.02% |
| Capital Analysts, LLC | 118 | $5.00K | 0.00% |
| Whittier Trust Co of Nevada Inc | 84 | $4.00K | 0.00% |
Sold out (10)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Wolverine Asset Management LLC | 29,365 | $1.10M |
| First Trust Advisors LP | 26,599 | $999.0K |
| HighTower Advisors, LLC | 9,521 | $358.0K |
| PRW Wealth Management LLC | 8,625 | $324.0K |
| Belpointe Asset Management LLC | 3,500 | $131.0K |
| Advisory Services Network, LLC | 2,693 | $101.0K |
| FNY Investment Advisers, LLC | 2,000 | $75.0K |
| American Research & Management Co. | 606 | $23.0K |
| GW&K Investment Management, LLC | 19 | $1.00K |
| FMR LLC | 4 | $0 |
Not filed for Q3 2021 yet (1)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| CWM, LLC | 2,270 | $85.0K |