John Hancock Financial Opportunities Fund
BTO- 交易所
- NYSE
- SEC CIK
- 0000925683
近 90 天，John Hancock Financial Opportunities Fund 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 84 家機構在 13F 申報持有，市值合計 $1.67 億；沒有大師持有。
2022 年第 3 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 63
- 較 2022 年第 2 季 −3 家
- 持有股數
- 397.2 萬
- 較 2022 年第 2 季 −24.7 萬 (−5.9%)
- 總市值
- $1.25 億
- 較 2022 年第 2 季 −$1,962 萬 (−13.5%)
- 新進機構
- 4
- 另有 23 家加碼
- 清倉機構
- 7
- 另有 20 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BTO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 84 | $1.67 億 |
| 2026 年第 1 季 | 80 | $1.46 億 |
| 2025 年第 4 季 | 86 | $1.49 億 |
| 2025 年第 3 季 | 77 | $1.30 億 |
| 2025 年第 2 季 | 68 | $1.52 億 |
| 2025 年第 1 季 | 69 | $1.41 億 |
| 2024 年第 4 季 | 75 | $1.70 億 |
| 2024 年第 3 季 | 76 | $1.40 億 |
| 2024 年第 2 季 | 69 | $1.10 億 |
| 2024 年第 1 季 | 69 | $1.94 億 |
| 2023 年第 4 季 | 76 | $1.60 億 |
| 2023 年第 3 季 | 65 | $9,674 萬 |
| 2023 年第 2 季 | 66 | $9,734 萬 |
| 2023 年第 1 季 | 68 | $1.22 億 |
| 2022 年第 4 季 | 62 | $1.29 億 |
| 2022 年第 3 季 | 63 | $1.25 億 |
| 2022 年第 2 季 | 66 | $1.45 億 |
| 2022 年第 1 季 | 68 | $1.58 億 |
| 2021 年第 4 季 | 69 | $1.73 億 |
| 2021 年第 3 季 | 65 | $1.55 億 |
| 2021 年第 2 季 | 68 | $1.34 億 |
| 2021 年第 1 季 | 68 | $1.38 億 |
2022 年第 3 季持有機構
每家機構持有 John Hancock Financial Opportunities Fund 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,719,453 | $5,427 萬 | 0.01% | +58,715+3.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 380,567 | $1,201 萬 | 0.03% | −16,485−4.2% | 減碼 |
| Wells Fargo & Company | 346,737 | $1,094 萬 | 0.00% | +3,261+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 253,976 | $801.6 萬 | 0.03% | −2,012−0.8% | 減碼 |
| Bank of America Corp | 182,994 | $577.6 萬 | 0.00% | −4,708−2.5% | 減碼 |
| Royal Bank of Canada | 161,643 | $510.2 萬 | 0.00% | +14,219+9.6% | 加碼 |
| Raymond James & Associates | 135,417 | $427.4 萬 | 0.00% | −4,895−3.5% | 減碼 |
| North Star Asset Management Inc | 97,438 | $307.5 萬 | 0.21% | −1,450−1.5% | 減碼 |
| Fca Corp | 85,030 | $268.4 萬 | 1.14% | +112+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 79,944 | $252.3 萬 | 0.05% | +8,946+12.6% | 加碼 |
| Stifel Financial Corp | 74,310 | $234.5 萬 | 0.00% | +946+1.3% | 加碼 |
| LPL Financial LLC | 49,291 | $155.6 萬 | 0.00% | +2,328+5.0% | 加碼 |
| Stephens Inc | 49,142 | $155.1 萬 | 0.03% | +39,117+390.2% | 加碼 |
| Lincoln National Corp | 29,630 | $93.5 萬 | 0.02% | +3,678+14.2% | 加碼 |
| Wolverine Asset Management LLC | 28,980 | $91.4 萬 | 0.01% | +28,980 | 新進 |
| Csenge Advisory Group | 28,050 | $88.5 萬 | 0.07% | +634+2.3% | 加碼 |
| UBS Group AG | 22,054 | $69.6 萬 | 0.00% | −5,526−20.0% | 減碼 |
| Peapack Gladstone Financial Corp | 21,359 | $67.4 萬 | 0.01% | −79−0.4% | 減碼 |
| National Asset Management, Inc. | 17,808 | $56.2 萬 | 0.02% | +929+5.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 15,849 | $50.0 萬 | 0.00% | −1,958−11.0% | 減碼 |
| Commonwealth Equity Services, LLC | 15,720 | $49.6 萬 | 0.00% | −7,837−33.3% | 減碼 |
| Orleans Capital Management Corp | 11,440 | $36.1 萬 | 0.30% | 00.0% | 不變 |
| Private Advisor Group, LLC | 10,979 | $34.7 萬 | 0.00% | +1,500+15.8% | 加碼 |
| D.A. Davidson & Co. | 10,893 | $34.4 萬 | 0.00% | +13+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 10,868 | $34.3 萬 | 0.08% | 00.0% | 不變 |
| Ameriprise Financial Inc | 9,753 | $30.8 萬 | 0.00% | +211+2.2% | 加碼 |
| HighTower Advisors, LLC | 9,521 | $30.0 萬 | 0.00% | +8+0.1% | 加碼 |
| Wedbush Securities Inc | 9,358 | $29.5 萬 | 0.02% | −160−1.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 8,865 | $28.0 萬 | 0.02% | −437−4.7% | 減碼 |
| Mariner, LLC | 8,824 | $27.8 萬 | 0.00% | −5,396−37.9% | 減碼 |
| Wintrust Investments LLC | 8,406 | $26.5 萬 | 0.03% | +88+1.1% | 加碼 |
| L.M. Kohn & Company | 8,288 | $26.2 萬 | 0.13% | −17−0.2% | 減碼 |
| Oppenheimer & Co Inc | 8,054 | $25.4 萬 | 0.01% | −30.0% | 減碼 |
| Advisor Group Holdings, Inc. | 7,715 | $24.3 萬 | 0.00% | +1,432+22.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 7,664 | $24.2 萬 | 0.02% | −1,120−12.8% | 減碼 |
| First Republic Investment Management, Inc. | 7,604 | $24.0 萬 | 0.00% | +92+1.2% | 加碼 |
| Patten Group, Inc. | 7,010 | $22.4 萬 | 0.08% | −300−4.1% | 減碼 |
| Moors & Cabot, Inc. | 6,604 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 6,394 | $20.2 萬 | 0.00% | −7,684−54.6% | 減碼 |
| Allworth Financial LP | 3,512 | $11.1 萬 | 0.00% | −456−11.5% | 減碼 |
| Rockefeller Capital Management L.P. | 3,392 | $10.7 萬 | 0.00% | +3,250+2,288.7% | 加碼 |
| Tradition Wealth Management, LLC | 2,030 | $6.40 萬 | 0.01% | 00.0% | 不變 |
| Axiom Investment Management LLC | 2,000 | $6.30 萬 | 0.13% | +2,000 | 新進 |
| Heritage Wealth Management, LLC | 1,500 | $4.70 萬 | 0.02% | 00.0% | 不變 |
| American Portfolios Advisors | 1,061 | $3.35 萬 | 0.00% | +13+1.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 645 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 667 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 539 | $1.70 萬 | 0.00% | +9+1.7% | 加碼 |
| Private Trust Co NA | 500 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 431 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 255 | $8,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 257 | $8,000 | 0.00% | +68+36.0% | 加碼 |
| Bogart Wealth, LLC | 231 | $7,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 213 | $7,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 200 | $6,000 | 0.00% | −100−33.3% | 減碼 |
| Highlander Capital Management, LLC | 187 | $6,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 171 | $6,000 | 0.00% | +125+271.7% | 加碼 |
| Geneos Wealth Management Inc. | 165 | $5,000 | 0.00% | −1,430−89.7% | 減碼 |
| Mach-1 Financial Group, Inc. | 105 | $3,000 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Concorde Financial Corp | 75 | $2,000 | 0.00% | +75 | 新進 |
| Harbour Investments, Inc. | 25 | $1,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Euro Pacific Asset Management, LLC | 0 | $0 | 0.00% | −330,802−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −12,223−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,987−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −5,784−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −84−100.0% | 清倉 |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |