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。
2024 年第 1 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2024/3/31 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
- 69
- 較 2023 年第 4 季 −7 家
- 持有股數
- 654.9 萬
- 較 2023 年第 4 季 +120.2 萬 (+22.5%)
- 總市值
- $1.94 億
- 較 2023 年第 4 季 +$3,322 萬 (+20.7%)
- 新進機構
- 3
- 另有 23 家加碼
- 清倉機構
- 10
- 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,009,530 | $1.19 億 | 0.00% | +1,318,496+49.0% | 加碼 |
| Wells Fargo & Company | 575,612 | $1,703 萬 | 0.00% | −13,989−2.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 410,138 | $1,213 萬 | 0.02% | −10,645−2.5% | 減碼 |
| Janney Montgomery Scott LLC | 210,614 | $623.0 萬 | 0.02% | +1,818+0.9% | 加碼 |
| Royal Bank of Canada | 168,440 | $498.3 萬 | 0.00% | +14,305+9.3% | 加碼 |
| Raymond James & Associates | 119,283 | $352.8 萬 | 0.00% | +3,137+2.7% | 加碼 |
| Fca Corp | 91,928 | $271.9 萬 | 0.88% | +632+0.7% | 加碼 |
| Aurora Investment Counsel | 88,850 | $262.8 萬 | 1.51% | +2,089+2.4% | 加碼 |
| LPL Financial LLC | 82,924 | $245.3 萬 | 0.00% | +4,105+5.2% | 加碼 |
| Stifel Financial Corp | 79,593 | $235.4 萬 | 0.00% | +5,447+7.3% | 加碼 |
| North Star Asset Management Inc | 76,999 | $227.8 萬 | 0.11% | −1,105−1.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 48,885 | $144.6 萬 | 0.13% | +15,354+45.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 44,500 | $131.6 萬 | 0.03% | 00.0% | 不變 |
| Bank of America Corp | 42,101 | $124.5 萬 | 0.00% | −1,574−3.6% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 36,468 | $107.9 萬 | 0.38% | +151+0.4% | 加碼 |
| UBS Group AG | 36,376 | $107.6 萬 | 0.00% | −922−2.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 34,008 | $100.6 萬 | 0.00% | +3,252+10.6% | 加碼 |
| Lincoln National Corp | 29,510 | $87.3 萬 | 0.01% | −3,598−10.9% | 減碼 |
| Oppenheimer & Co Inc | 26,337 | $77.9 萬 | 0.01% | +831+3.3% | 加碼 |
| Samalin Investment Counsel, LLC | 23,579 | $69.7 萬 | 0.33% | +1,504+6.8% | 加碼 |
| Shaker Financial Services, LLC | 21,211 | $62.7 萬 | 0.24% | +21,211 | 新進 |
| Commonwealth Equity Services, LLC | 18,749 | $55.5 萬 | 0.00% | +4,079+27.8% | 加碼 |
| Peapack Gladstone Financial Corp | 17,063 | $50.5 萬 | 0.01% | −2,452−12.6% | 減碼 |
| Advisor Group Holdings, Inc. | 15,891 | $47.0 萬 | 0.00% | +386+2.5% | 加碼 |
| National Asset Management, Inc. | 16,645 | $43.7 萬 | 0.01% | +2,967+21.7% | 加碼 |
| All Season Financial Advisors, Inc. | 14,413 | $42.6 萬 | 0.35% | −4,994−25.7% | 減碼 |
| Mariner, LLC | 14,360 | $42.5 萬 | 0.00% | +309+2.2% | 加碼 |
| D.A. Davidson & Co. | 14,031 | $41.5 萬 | 0.00% | +15+0.1% | 加碼 |
| L.M. Kohn & Company | 12,301 | $36.4 萬 | 0.10% | +890+7.8% | 加碼 |
| Wintrust Investments LLC | 11,178 | $33.1 萬 | 0.03% | +4,371+64.2% | 加碼 |
| Institute for Wealth Management, LLC. | 10,804 | $32.0 萬 | 0.04% | −64−0.6% | 減碼 |
| Private Advisor Group, LLC | 10,647 | $31.5 萬 | 0.00% | +984+10.2% | 加碼 |
| Ameriprise Financial Inc | 10,515 | $31.1 萬 | 0.00% | −609−5.5% | 減碼 |
| Avidian Wealth Solutions, LLC | 10,464 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 10,110 | $29.9 萬 | 0.05% | −2,800−21.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 9,292 | $27.5 萬 | 0.00% | −1,080−10.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 8,703 | $25.7 萬 | 0.01% | +1,295+17.5% | 加碼 |
| Stephens Inc | 8,700 | $25.7 萬 | 0.00% | −11,893−57.8% | 減碼 |
| Thrivent Financial for Lutherans | 8,694 | $25.7 萬 | 0.00% | −2,043−19.0% | 減碼 |
| Wedbush Securities Inc | 8,038 | $23.8 萬 | 0.01% | −800−9.1% | 減碼 |
| Abel Hall, LLC | 8,000 | $23.7 萬 | 0.18% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 7,829 | $23.2 萬 | 0.00% | −33,166−80.9% | 減碼 |
| Redwood Wealth Management Group, LLC | 7,329 | $21.7 萬 | 0.23% | 00.0% | 不變 |
| Advisory Services Network, LLC | 7,047 | $20.8 萬 | 0.00% | −4,782−40.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 6,077 | $18.0 萬 | 0.00% | −2,380−28.1% | 減碼 |
| Comerica Bank | 4,835 | $14.3 萬 | 0.00% | −3,800−44.0% | 減碼 |
| Mendota Financial Group, LLC | 4,485 | $13.3 萬 | 0.08% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,017 | $11.9 萬 | 0.00% | −3,700−47.9% | 減碼 |
| Allworth Financial LP | 3,381 | $10.0 萬 | 0.00% | −209−5.8% | 減碼 |
| Highlander Capital Management, LLC | 1,713 | $5.07 萬 | 0.02% | 00.0% | 不變 |
| GWM Advisors LLC | 1,076 | $3.18 萬 | 0.00% | +500+86.8% | 加碼 |
| Thompson Investment Management, Inc. | 649 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 600 | $1.77 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 600 | $1.77 萬 | 0.00% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 560 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 514 | $1.50 萬 | 0.00% | −75−12.7% | 減碼 |
| Private Trust Co NA | 500 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 431 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 429 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 300 | $8,727 | 0.00% | +300 | 新進 |
| Bogart Wealth, LLC | 231 | $6,833 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 225 | $6,656 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 171 | $5,058 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $4,881 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 125 | $3,698 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 80 | $2,366 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 50 | $1,479 | 0.00% | +50 | 新進 |
| Huntington National Bank | – | $30 | 0.00% | – | – |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −38,073−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −23,570−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −12,609−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,221−100.0% | 清倉 |
| Invesco Ltd. | 0 | $0 | 0.00% | −7,663−100.0% | 清倉 |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −7,585−100.0% | 清倉 |
| LM Advisors LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |