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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 65.8 M +USD 1.27 M +28,649 +2%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 16.3 M +USD 1.67 M +37,659 +10%
Wells Fargo
3
Wells Fargo
California
USD 14.4 M +USD 3.23 M +72,612 +25%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
USD 10.3 M -USD 9.02 k -203 -0.1%
Bank of America
5
Bank of America
North Carolina
USD 7.67 M +USD 149 k +3,346 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 6.29 M +USD 390 k +8,766 +6%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 5.5 M +USD 502 k +11,299 +9%
North Star Asset Management
8
North Star Asset Management
Wisconsin
USD 4.08 M -USD 25.6 k -575 -0.6%
LPL Financial
9
LPL Financial
California
USD 3.42 M +USD 1.89 M +42,617 +100%
FCA Corp
10
FCA Corp
Texas
USD 3.41 M -USD 1.64 k -37 -0%
Steward Partners Investment Advisory
11
Steward Partners Investment Advisory
New York
USD 2.49 M +USD 236 k +5,319 +9%
Stifel Financial
12
Stifel Financial
Missouri
USD 2.35 M +USD 22.4 k +504 +0.9%
UBS Group
13
UBS Group
Switzerland
USD 1.22 M -USD 99.3 k -2,234 -7%
Csenge Advisory Group
14
Csenge Advisory Group
Florida
USD 1.05 M +USD 694 k +15,620 +149%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 947 k +USD 21.9 k +492 +2%
Peapack-Gladstone Financial Corp
16
Peapack-Gladstone Financial Corp
New Jersey
USD 862 k -USD 10.3 k -232 -1%
Lincoln National Corp
17
Lincoln National Corp
Pennsylvania
USD 742 k +USD 821 k +18,462 Nuevas
Ameriprise
18
Ameriprise
Minnesota
USD 678 k -USD 184 k -4,132 -20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 664 k +USD 281 k +6,330 +62%
B. Riley Wealth Advisors
20
B. Riley Wealth Advisors
Florida
USD 659 k -USD 44.4 k -999 -6%
Atria Wealth Solutions
21
Atria Wealth Solutions
New York
USD 626 k +USD 692 k +15,565 Nuevas
Invesco
22
Invesco
Georgia
USD 554 k +USD 4.98 k +112 +0.8%
Orleans Capital Management
23
Orleans Capital Management
Louisiana
USD 462 k -USD 13.4 k -301 -3%
Institute for Wealth Management
24
Institute for Wealth Management
Colorado
USD 437 k – – –
D.A. Davidson & Co
25
D.A. Davidson & Co
Montana
USD 437 k +USD 311 +7 +0.1%
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