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.
Q4 2022 vs. Q3 2022
How the institutions holding John Hancock Financial Opportunities Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 63 | 2 | 62 | +1 |
| Shares | 3.97M | 1.32K | 3.89M | −82.4K (−2.1%) |
| Value | $125.4M | $41.5K | $129.2M | +$3.86M (+3.1%) |
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| DFPG Investments, LLC | 20,645 | $748.2K | 0.12% |
| Redwood Wealth Management Group, LLC | 7,329 | $244.1K | 0.30% |
| V Wealth Advisors LLC | 7,202 | $239.9K | 0.05% |
| Elequin Capital LP | 6,977 | $232.4K | 0.07% |
| Advisory Services Network, LLC | 2,186 | $72.8K | 0.00% |
| CoreCap Advisors, LLC | 500 | $16.7K | 0.00% |
| Money Concepts Capital Corp | 210 | $7.00K | 0.00% |
| Huntington National Bank | – | $33 | 0.00% |
| GWM Advisors LLC | 574 | $19 | 0.00% |
Sold out (8)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Patten Group, Inc. | 7,010 | $224.0K |
| Moors & Cabot, Inc. | 6,604 | $208.0K |
| Atria Wealth Solutions, Inc. | 6,394 | $201.8K |
| Tradition Wealth Management, LLC | 2,030 | $64.0K |
| Axiom Investment Management LLC | 2,000 | $63.0K |
| Heritage Wealth Management, LLC | 1,500 | $47.0K |
| Mach-1 Financial Group, Inc. | 105 | $3.00K |
| FMR LLC | 1 | $0 |
Not filed for Q4 2022 yet (2)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 1,061 | $33.5K |
| FourThought Financial, LLC | 255 | $8.00K |