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。
2023 年第 2 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2023/6/30 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
- 66
- 較 2023 年第 1 季 −2 家
- 持有股數
- 362.8 萬
- 較 2023 年第 1 季 −36.0 萬 (−9.0%)
- 總市值
- $9,734 萬
- 較 2023 年第 1 季 −$2,443 萬 (−20.1%)
- 新進機構
- 9
- 另有 21 家加碼
- 清倉機構
- 11
- 另有 22 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,324,392 | $3,552 萬 | 0.00% | −193,335−12.7% | 減碼 |
| Wells Fargo & Company | 532,014 | $1,427 萬 | 0.00% | +75,532+16.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 393,884 | $1,056 萬 | 0.02% | −35,751−8.3% | 減碼 |
| Janney Montgomery Scott LLC | 214,000 | $573.9 萬 | 0.02% | −27,717−11.5% | 減碼 |
| Royal Bank of Canada | 136,200 | $365.3 萬 | 0.00% | +10,596+8.4% | 加碼 |
| Raymond James & Associates | 117,625 | $315.5 萬 | 0.00% | −69,924−37.3% | 減碼 |
| North Star Asset Management Inc | 90,307 | $242.2 萬 | 0.13% | −3,513−3.7% | 減碼 |
| Fca Corp | 87,495 | $234.7 萬 | 0.87% | −160.0% | 減碼 |
| Stifel Financial Corp | 86,023 | $230.7 萬 | 0.00% | −4,920−5.4% | 減碼 |
| Aurora Investment Counsel | 78,403 | $210.3 萬 | 1.35% | +67,055+590.9% | 加碼 |
| LPL Financial LLC | 64,984 | $174.3 萬 | 0.00% | +12,858+24.7% | 加碼 |
| Bank of America Corp | 44,553 | $119.5 萬 | 0.00% | −124,058−73.6% | 減碼 |
| Lincoln National Corp | 40,815 | $109.5 萬 | 0.02% | +3,793+10.2% | 加碼 |
| Stephens Inc | 35,864 | $96.2 萬 | 0.02% | −11,489−24.3% | 減碼 |
| UBS Group AG | 30,251 | $81.1 萬 | 0.00% | +7,155+31.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,605 | $76.7 萬 | 0.00% | +2,661+10.3% | 加碼 |
| Peapack Gladstone Financial Corp | 21,358 | $57.3 萬 | 0.01% | −10.0% | 減碼 |
| Thrivent Financial for Lutherans | 18,480 | $49.5 萬 | 0.00% | +18,480 | 新進 |
| National Asset Management, Inc. | 17,397 | $46.7 萬 | 0.01% | −94−0.5% | 減碼 |
| Oppenheimer & Co Inc | 16,460 | $44.1 萬 | 0.01% | +7,513+84.0% | 加碼 |
| Advisory Services Network, LLC | 16,281 | $43.7 萬 | 0.01% | +2,607+19.1% | 加碼 |
| DFPG Investments, LLC | 13,795 | $41.7 萬 | 0.04% | −4,150−23.1% | 減碼 |
| D.A. Davidson & Co. | 14,783 | $39.6 萬 | 0.00% | +666+4.7% | 加碼 |
| Commonwealth Equity Services, LLC | 14,409 | $38.6 萬 | 0.00% | −1,086−7.0% | 減碼 |
| Advisor Group Holdings, Inc. | 14,351 | $38.5 萬 | 0.00% | +3,325+30.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 13,285 | $35.6 萬 | 0.00% | −1,258−8.7% | 減碼 |
| All Season Financial Advisors, Inc. | 12,462 | $33.4 萬 | 0.30% | +12,462 | 新進 |
| Institute for Wealth Management, LLC. | 10,868 | $29.1 萬 | 0.05% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 10,464 | $28.1 萬 | 0.02% | +2,800+36.5% | 加碼 |
| Formidable Asset Management, LLC | 10,410 | $27.9 萬 | 0.06% | +3,800+57.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,298 | $27.6 萬 | 0.00% | −60,346−85.4% | 減碼 |
| Invesco Ltd. | 10,210 | $27.4 萬 | 0.00% | +51+0.5% | 加碼 |
| Ameriprise Financial Inc | 9,794 | $26.3 萬 | 0.00% | −428−4.2% | 減碼 |
| Samalin Investment Counsel, LLC | 9,365 | $25.1 萬 | 0.14% | +9,365 | 新進 |
| L.M. Kohn & Company | 9,241 | $24.8 萬 | 0.09% | +492+5.6% | 加碼 |
| HighTower Advisors, LLC | 9,097 | $24.5 萬 | 0.00% | −1,568−14.7% | 減碼 |
| Mariner, LLC | 8,575 | $23.0 萬 | 0.00% | −1,169−12.0% | 減碼 |
| First Republic Investment Management, Inc. | 8,373 | $22.5 萬 | 0.00% | −212−2.5% | 減碼 |
| Wedbush Securities Inc | 8,060 | $21.6 萬 | 0.01% | −1,728−17.7% | 減碼 |
| Private Advisor Group, LLC | 7,759 | $20.8 萬 | 0.00% | +7,759 | 新進 |
| The PNC Financial Services Group, Inc. | 7,717 | $20.7 萬 | 0.00% | −350−4.3% | 減碼 |
| Mendota Financial Group, LLC | 4,485 | $12.0 萬 | 0.14% | +4,485 | 新進 |
| Allworth Financial LP | 3,373 | $9.05 萬 | 0.00% | +61+1.8% | 加碼 |
| Highlander Capital Management, LLC | 1,900 | $5.10 萬 | 0.02% | +1,713+916.0% | 加碼 |
| Spire Wealth Management | 1,308 | $3.51 萬 | 0.00% | +458+53.9% | 加碼 |
| Signaturefd, LLC | 1,000 | $2.68 萬 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 944 | $2.53 萬 | 0.01% | +944 | 新進 |
| Thompson Investment Management, Inc. | 649 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 645 | $1.73 萬 | 0.00% | −1,140−63.9% | 減碼 |
| CWM, LLC | 589 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 576 | $1.54 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 572 | $1.54 萬 | 0.00% | +11+2.0% | 加碼 |
| Toth Financial Advisory Corp | 505 | $1.35 萬 | 0.00% | +400+381.0% | 加碼 |
| Private Trust Co NA | 500 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 431 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 213 | $7,096 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 231 | $6,195 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 150 | $5,116 | 0.00% | 00.0% | 不變 |
| Horan Securities, Inc. | 180 | $4,826 | 0.00% | +4+2.3% | 加碼 |
| Global Retirement Partners, LLC | 171 | $4,586 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $4,425 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 125 | $3,353 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 75 | $2,012 | 0.00% | +75 | 新進 |
| Tower Research Capital LLC (TRC) | 5 | $134 | 0.00% | +5 | 新進 |
| Huntington National Bank | – | $27 | 0.00% | – | – |
| FMR LLC | 1 | $27 | 0.00% | +1 | 新進 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −24,025−100.0% | 清倉 |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −11,207−100.0% | 清倉 |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −7,964−100.0% | 清倉 |
| Csenge Advisory Group | 0 | $0 | 0.00% | −7,812−100.0% | 清倉 |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −7,329−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −7,202−100.0% | 清倉 |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −6,938−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |