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.
Q2 2023 vs. Q1 2023
How the institutions holding John Hancock Financial Opportunities Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 68 | 66 | −2 |
| Shares | 3.99M | 3.63M | −359.8K (−9.0%) |
| Value | $121.8M | $97.3M | −$24.4M (−20.1%) |
New holders (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Thrivent Financial for Lutherans | 18,480 | $495.0K | 0.00% |
| All Season Financial Advisors, Inc. | 12,462 | $334.2K | 0.30% |
| Samalin Investment Counsel, LLC | 9,365 | $251.2K | 0.14% |
| Private Advisor Group, LLC | 7,759 | $208.1K | 0.00% |
| Mendota Financial Group, LLC | 4,485 | $120.3K | 0.14% |
| IAG Wealth Partners, LLC | 944 | $25.3K | 0.01% |
| Cary Street Partner Investment Advisory LLC | 75 | $2.01K | 0.00% |
| Tower Research Capital LLC (TRC) | 5 | $134 | 0.00% |
| FMR LLC | 1 | $27 | 0.00% |
Sold out (11)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| JPMorgan Chase & Co | 24,025 | $734.0K |
| Orleans Capital Management Corp | 11,207 | $342.3K |
| J.W. Cole Advisors, Inc. | 7,964 | $243.2K |
| Csenge Advisory Group | 7,812 | $238.6K |
| Redwood Wealth Management Group, LLC | 7,329 | $223.8K |
| V Wealth Advisors LLC | 7,202 | $219.9K |
| Wintrust Investments LLC | 6,938 | $212.0K |
| Mach-1 Financial Group, Inc. | 105 | $3.21K |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K |
| Central Bank & Trust Co | 26 | $794 |
| Belpointe Asset Management LLC | 12 | $366 |