AlphaMark Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

AlphaMark Advisors’s Portfolio BTO Stock Details BTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$6K	Buy	178 +3	+2%	+$108	﹤0.01%	488
2024 Q3	$6K	Buy	175 +3	+2%	+$95	﹤0.01%	554
2024 Q2	$5K	Buy	172 +12	+8%	+$334	﹤0.01%	609
2024 Q1	$5K	Buy	160 +26	+19%	+$759	﹤0.01%	596
2023 Q4	$4K	Buy	+134	New	+$3.63K	﹤0.01%	605

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

AlphaMark Advisors's BTO Position: Q4 2024 in Review

AlphaMark Advisors increased its John Hancock Financial Opportunities Fund (BTO) stake by 1.7% in Q4 2024, buying an estimated $108 and bringing the position to 178 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

AlphaMark Advisors first reported a position in BTO in Q4 2023 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold BTO as of Q4 2024.

AlphaMark Advisors held 178 shares of John Hancock Financial Opportunities Fund worth $6K as of Q4 2024.
AlphaMark Advisors bought 3 John Hancock Financial Opportunities Fund shares in Q4 2024, an estimated $108.
John Hancock Financial Opportunities Fund made up ﹤0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #488 holding.
AlphaMark Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 5 quarters since.
74 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.