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 3 季 13F 持有人
John Hancock Financial Opportunities Fund 在 2024/9/30 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
- 76
- 較 2024 年第 2 季 +7 家
- 持有股數
- 424.0 萬
- 較 2024 年第 2 季 +29.8 萬 (+7.6%)
- 總市值
- $1.40 億
- 較 2024 年第 2 季 +$2,984 萬 (+27.0%)
- 新進機構
- 9
- 另有 26 家加碼
- 清倉機構
- 2
- 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,277,446 | $4,236 萬 | 0.00% | +12,539+1.0% | 加碼 |
| Wells Fargo & Company | 596,441 | $1,978 萬 | 0.00% | +5,656+1.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 401,058 | $1,330 萬 | 0.02% | +17,552+4.6% | 加碼 |
| Royal Bank of Canada | 227,960 | $755.9 萬 | 0.00% | +32,825+16.8% | 加碼 |
| Cornerstone Advisors, LLC | 226,737 | $751.9 萬 | 0.30% | +129,371+132.9% | 加碼 |
| Janney Montgomery Scott LLC | 206,785 | $685.7 萬 | 0.02% | +321+0.2% | 加碼 |
| Raymond James & Associates | 116,331 | $385.8 萬 | 0.00% | −1,447−1.2% | 減碼 |
| LPL Financial LLC | 111,370 | $369.3 萬 | 0.00% | +22,488+25.3% | 加碼 |
| Fca Corp | 93,992 | $311.7 萬 | 0.96% | +903+1.0% | 加碼 |
| Aurora Investment Counsel | 83,664 | $277.4 萬 | 1.50% | −5,615−6.3% | 減碼 |
| North Star Asset Management Inc | 74,498 | $247.0 萬 | 0.11% | −706−0.9% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 71,038 | $222.5 萬 | 0.37% | +38,875+120.9% | 加碼 |
| Shaker Financial Services, LLC | 59,654 | $197.8 萬 | 0.75% | +18,814+46.1% | 加碼 |
| Stifel Financial Corp | 55,918 | $185.4 萬 | 0.00% | −23,846−29.9% | 減碼 |
| International Assets Investment Management, LLC | 60,517 | $182.5 萬 | 0.00% | +58,692+3,216.0% | 加碼 |
| Stephens Inc | 44,757 | $148.4 萬 | 0.02% | +33,233+288.4% | 加碼 |
| UBS Group AG | 41,520 | $137.7 萬 | 0.00% | −6,096−12.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 38,899 | $129.0 萬 | 0.00% | +2,722+7.5% | 加碼 |
| Bank of America Corp | 37,725 | $125.1 萬 | 0.00% | +1,850+5.2% | 加碼 |
| Pensionmark Financial Group, LLC | 35,943 | $119.2 萬 | 0.04% | −721−2.0% | 減碼 |
| Samalin Investment Counsel, LLC | 24,862 | $82.4 萬 | 0.36% | −708−2.8% | 減碼 |
| Oppenheimer & Co Inc | 23,990 | $79.6 萬 | 0.01% | −2,649−9.9% | 減碼 |
| Triumph Capital Management | 20,322 | $67.4 萬 | 0.24% | +20,322 | 新進 |
| Invesco Ltd. | 19,336 | $64.1 萬 | 0.00% | +10,939+130.3% | 加碼 |
| Advisor Group Holdings, Inc. | 19,306 | $64.0 萬 | 0.00% | −10,314−34.8% | 減碼 |
| Mariner, LLC | 18,215 | $60.4 萬 | 0.00% | +639+3.6% | 加碼 |
| Commonwealth Equity Services, LLC | 18,061 | $59.9 萬 | 0.00% | −1,756−8.9% | 減碼 |
| Peapack Gladstone Financial Corp | 17,063 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 15,438 | $51.1 萬 | 0.00% | +15,438 | 新進 |
| Private Advisor Group, LLC | 13,978 | $46.4 萬 | 0.00% | +1,015+7.8% | 加碼 |
| L.M. Kohn & Company | 12,691 | $42.1 萬 | 0.11% | +425+3.5% | 加碼 |
| All Season Financial Advisors, Inc. | 12,333 | $40.9 萬 | 0.35% | −1,217−9.0% | 減碼 |
| Ameriprise Financial Inc | 11,192 | $37.1 萬 | 0.00% | −1,029−8.4% | 減碼 |
| D.A. Davidson & Co. | 11,112 | $36.8 萬 | 0.00% | −485−4.2% | 減碼 |
| Institute for Wealth Management, LLC. | 10,784 | $35.8 萬 | 0.05% | −20−0.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 10,464 | $34.7 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 10,395 | $34.5 萬 | 0.00% | +4,900+89.2% | 加碼 |
| Formidable Asset Management, LLC | 9,910 | $32.9 萬 | 0.05% | −1,300−11.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 8,937 | $29.6 萬 | 0.01% | +120+1.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 8,840 | $29.3 萬 | 0.03% | −32,094−78.4% | 減碼 |
| Redwood Wealth Management Group, LLC | 8,829 | $29.3 萬 | 0.15% | 00.0% | 不變 |
| Wedbush Securities Inc | 8,688 | $28.8 萬 | 0.01% | −50−0.6% | 減碼 |
| Abel Hall, LLC | 8,000 | $26.5 萬 | 0.17% | 00.0% | 不變 |
| Creative Planning | 7,860 | $26.1 萬 | 0.00% | +226+3.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 7,345 | $24.4 萬 | 0.01% | +7,342+244,733.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 6,335 | $21.0 萬 | 0.00% | +6,335 | 新進 |
| Comerica Bank | 5,033 | $16.7 萬 | 0.00% | −102−2.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,017 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Mendota Financial Group, LLC | 3,826 | $12.7 萬 | 0.06% | −659−14.7% | 減碼 |
| Allworth Financial LP | 3,386 | $11.2 萬 | 0.00% | +2+0.1% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 2,936 | $9.74 萬 | 0.01% | +2,936 | 新進 |
| EverSource Wealth Advisors, LLC | 2,500 | $8.29 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 1,500 | $4.97 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,241 | $4.12 萬 | 0.00% | +941+313.7% | 加碼 |
| GWM Advisors LLC | 1,076 | $3.57 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 907 | $3.01 萬 | 0.00% | +907 | 新進 |
| Wintrust Investments LLC | 699 | $2.30 萬 | 0.02% | −11,477−94.3% | 減碼 |
| Toth Financial Advisory Corp | 670 | $2.22 萬 | 0.00% | +10+1.5% | 加碼 |
| Mechanics Financial Corp | 650 | $2.16 萬 | 0.01% | +650 | 新進 |
| Thompson Investment Management, Inc. | 649 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 600 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 600 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 514 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 500 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 429 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 250 | $8,290 | 0.00% | +250 | 新進 |
| Bogart Wealth, LLC | 231 | $7,660 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 225 | $7,461 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 213 | $7,064 | 0.00% | +213 | 新進 |
| Global Retirement Partners, LLC | 171 | $5,670 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 165 | $5,471 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 146 | $4,842 | 0.00% | +66+82.5% | 加碼 |
| Harbour Investments, Inc. | 125 | $4,145 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 110 | $3,648 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 50 | $1,658 | 0.00% | +50 | 新進 |
| Huntington National Bank | – | $33 | 0.00% | – | – |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −39,148−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,393−100.0% | 清倉 |