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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 61.7 M +USD 883 k +23,959 +1%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 14.7 M -USD 352 k -9,541 -2%
Wells Fargo
3
Wells Fargo
California
USD 12.8 M -USD 544 k -14,755 -4%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
USD 9 M -USD 28 k -761 -0.3%
Bank of America
5
Bank of America
North Carolina
USD 6.97 M -USD 114 k -3,107 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 5.47 M -USD 332 k -9,003 -6%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 5.21 M +USD 131 k +3,550 +3%
North Star Asset Management
8
North Star Asset Management
Wisconsin
USD 3.67 M -USD 93.2 k -2,530 -2%
FCA Corp
9
FCA Corp
Texas
USD 3.15 M +USD 3.32 k +90 +0.1%
Stifel Financial
10
Stifel Financial
Missouri
USD 2.72 M +USD 551 k +14,952 +26%
Steward Partners Investment Advisory
11
Steward Partners Investment Advisory
New York
USD 2.64 M +USD 333 k +9,044 +15%
LPL Financial
12
LPL Financial
California
USD 1.74 M -USD 1.41 M -38,139 -45%
Euro Pacific Asset Management
13
Euro Pacific Asset Management
Puerto Rico
USD 1.12 M +USD 12.2 M +330,802 Nuevas
UBS Group
14
UBS Group
Switzerland
USD 1.02 M -USD 97.4 k -2,644 -9%
Csenge Advisory Group
15
Csenge Advisory Group
Florida
USD 1.02 M +USD 48.4 k +1,313 +5%
Lincoln National Corp
16
Lincoln National Corp
Pennsylvania
USD 964 k +USD 276 k +7,490 +41%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 874 k -USD 884 -24 -0.1%
Peapack-Gladstone Financial Corp
18
Peapack-Gladstone Financial Corp
New Jersey
USD 796 k – – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 661 k +USD 47.5 k +1,290 +8%
B. Riley Wealth Advisors
20
B. Riley Wealth Advisors
Florida
USD 627 k +USD 18.8 k +509 +3%
Mariner
21
Mariner
Kansas
USD 528 k +USD 139 k +3,779 +36%
Atria Wealth Solutions
22
Atria Wealth Solutions
New York
USD 523 k -USD 54.8 k -1,487 -10%
Invesco
23
Invesco
Georgia
USD 454 k -USD 57.4 k -1,557 -11%
Orleans Capital Management
24
Orleans Capital Management
Louisiana
USD 425 k -USD 1.92 k -52 -0.5%
Institute for Wealth Management
25
Institute for Wealth Management
Colorado
USD 404 k – – –
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