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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 57.8 M +USD 2.96 M +74,894 +5%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 13.5 M -USD 719 k -18,171 -5%
Wells Fargo
3
Wells Fargo
California
USD 10.9 M +USD 1.33 M +33,474 +13%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
USD 8.59 M +USD 591 k +14,937 +7%
Bank of America
5
Bank of America
North Carolina
USD 6.49 M +USD 112 k +2,821 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 4.6 M -USD 224 k -5,648 -4%
North Star Asset Management
7
North Star Asset Management
Wisconsin
USD 4.17 M -USD 42.6 k -1,075 -1%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 4.17 M +USD 21.1 k +532 +0.5%
FCA Corp
9
FCA Corp
Texas
USD 3.53 M -USD 20.6 k -521 -0.6%
Steward Partners Investment Advisory
10
Steward Partners Investment Advisory
New York
USD 1.97 M +USD 11.9 k +300 +0.6%
UBS Group
11
UBS Group
Switzerland
USD 1.76 M +USD 56.6 k +1,430 +3%
LPL Financial
12
LPL Financial
California
USD 1.69 M -USD 10.9 k -275 -0.6%
Stifel Financial
13
Stifel Financial
Missouri
USD 1.53 M +USD 41.8 k +1,056 +3%
Wolverine Asset Management
14
Wolverine Asset Management
Illinois
USD 1.1 M +USD 1.04 M +26,388 +886%
First Trust Advisors
15
First Trust Advisors
Illinois
USD 999 k +USD 564 k +14,258 +116%
Peapack-Gladstone Financial Corp
16
Peapack-Gladstone Financial Corp
New Jersey
USD 828 k -USD 30.1 k -761 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 746 k -USD 22.8 k -575 -3%
Wintrust Investments
18
Wintrust Investments
Illinois
USD 735 k +USD 6.3 k +159 +0.8%
B. Riley Wealth Advisors
19
B. Riley Wealth Advisors
Florida
USD 511 k +USD 82.3 k +2,080 +18%
Truist Financial
20
Truist Financial
North Carolina
USD 465 k -USD 277 k -6,993 -36%
Ameriprise
21
Ameriprise
Minnesota
USD 445 k +USD 45.8 k +1,157 +11%
Orleans Capital Management
22
Orleans Capital Management
Louisiana
USD 442 k -USD 55.4 k -1,400 -11%
Community Bank of Raymore
23
Community Bank of Raymore
Missouri
USD 422 k – – –
D.A. Davidson & Co
24
D.A. Davidson & Co
Montana
USD 415 k +USD 6.57 k +166 +2%
Institute for Wealth Management
25
Institute for Wealth Management
Colorado
USD 411 k – – –
1
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