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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 46.4 M -USD 3.04 M -88,918 -6%
Wells Fargo
2
Wells Fargo
California
USD 13.9 M +USD 2.98 M +87,251 +24%
Raymond James Financial Services Advisors
3
Raymond James Financial Services Advisors
Florida
USD 13.1 M +USD 1 M +29,262 +7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
USD 7.38 M +USD 704 k +20,598 +9%
Raymond James & Associates
5
Raymond James & Associates
Florida
USD 5.73 M +USD 1.23 M +35,885 +24%
Bank of America
6
Bank of America
North Carolina
USD 5.15 M -USD 438 k -12,808 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 3.84 M -USD 939 k -27,469 -18%
North Star Asset Management
8
North Star Asset Management
Wisconsin
USD 2.87 M -USD 91.4 k -2,675 -3%
Stifel Financial
9
Stifel Financial
Missouri
USD 2.78 M +USD 287 k +8,389 +10%
FCA Corp
10
FCA Corp
Texas
USD 2.67 M +USD 57 k +1,669 +2%
Steward Partners Investment Advisory
11
Steward Partners Investment Advisory
New York
USD 2.16 M -USD 574 k -16,785 -19%
LPL Financial
12
LPL Financial
California
USD 1.59 M +USD 91.2 k +2,668 +5%
Stephens Inc
13
Stephens Inc
Arkansas
USD 1.45 M +USD 1.25 M +36,578 +339%
Lincoln National Corp
14
Lincoln National Corp
Pennsylvania
USD 1.13 M +USD 196 k +5,726 +18%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 792 k +USD 195 k +5,713 +28%
JP Morgan Chase
16
JP Morgan Chase
New York
USD 734 k +USD 821 k +24,025 Nuevas
UBS Group
17
UBS Group
Switzerland
USD 705 k +USD 42.2 k +1,234 +6%
Peapack-Gladstone Financial Corp
18
Peapack-Gladstone Financial Corp
New Jersey
USD 652 k – – –
DFPG Investments
19
DFPG Investments
Utah
USD 548 k -USD 92.3 k -2,700 -13%
B. Riley Wealth Advisors
20
B. Riley Wealth Advisors
Florida
USD 534 k +USD 29.5 k +862 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 473 k -USD 123 k -3,612 -19%
Atria Wealth Solutions
22
Atria Wealth Solutions
New York
USD 444 k +USD 497 k +14,543 Nuevas
D.A. Davidson & Co
23
D.A. Davidson & Co
Montana
USD 431 k +USD 122 k +3,562 +34%
Advisory Services Network
24
Advisory Services Network
Georgia
USD 418 k +USD 393 k +11,488 +526%
Aurora Investment Counsel
25
Aurora Investment Counsel
Georgia
USD 347 k +USD 388 k +11,348 Nuevas
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