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icono de BTO

John Hancock Financial Opportunities Fund
BTO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 32 M +USD 1.79 M +82,832 +6%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 9.9 M +USD 9.25 M +429,242 Nuevas
Wells Fargo
3
Wells Fargo
California
USD 6.26 M -USD 1.51 M -69,849 -20%
Raymond James & Associates
4
Raymond James & Associates
Florida
USD 5.03 M -USD 257 k -11,914 -5%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
USD 4.93 M +USD 85.9 k +3,983 +2%
Bank of America
6
Bank of America
North Carolina
USD 4.03 M +USD 287 k +13,308 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 3.78 M +USD 2.01 M +93,451 +131%
North Star Asset Management
8
North Star Asset Management
Wisconsin
USD 2.76 M -USD 42.4 k -1,965 -2%
FCA Corp
9
FCA Corp
Texas
USD 2.19 M -USD 37.1 k -1,723 -2%
Cohen & Steers
10
Cohen & Steers
New York
USD 1.53 M – – –
UBS Group
11
UBS Group
Switzerland
USD 1.35 M -USD 118 k -5,465 -8%
Formidable Asset Management
12
Formidable Asset Management
Ohio
USD 1.32 M +USD 1.12 M +52,100 +499%
Stifel Financial
13
Stifel Financial
Missouri
USD 1.15 M -USD 83.7 k -3,884 -7%
LPL Financial
14
LPL Financial
California
USD 1.1 M +USD 110 k +5,122 +12%
First Trust Advisors
15
First Trust Advisors
Illinois
USD 904 k -USD 42.8 k -1,983 -5%
Steward Partners Investment Advisory
16
Steward Partners Investment Advisory
New York
USD 810 k -USD 39.3 k -1,825 -5%
Point View Wealth Management
17
Point View Wealth Management
New Jersey
USD 576 k -USD 5.13 k -238 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 556 k -USD 3.38 k -157 -0.6%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 549 k -USD 94.5 k -4,383 -15%
Orleans Capital Management
20
Orleans Capital Management
Louisiana
USD 462 k +USD 434 k +20,110 Nuevas
Citigroup
21
Citigroup
New York
USD 459 k – – –
Truist Financial
22
Truist Financial
North Carolina
USD 445 k +USD 54.4 k +2,524 +15%
Wintrust Investments
23
Wintrust Investments
Illinois
USD 408 k +USD 384 k +17,791 Nuevas
Ameriprise
24
Ameriprise
Minnesota
USD 334 k -USD 46.7 k -2,168 -13%
Invesco
25
Invesco
Georgia
USD 307 k +USD 970 +45 +0.3%
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