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

American Portfolios 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
2022 Q3	$33.5K	Buy	1,061 +13	+1%	+$473	﹤0.01%	1930
2022 Q2	$38.9K	Sell	1,048 -370	-26%	-$13.6K	﹤0.01%	1897
2022 Q1	$57K	Buy	1,418 +3	+0.2%	+$133	﹤0.01%	1823
2021 Q4	$65.9K	Buy	1,415 +369	+35%	+$16.2K	﹤0.01%	1736
2021 Q3	$44.5K	Sell	1,046 -903	-46%	-$36.5K	﹤0.01%	1834
2021 Q2	$73.2K	Buy	1,949 +364	+23%	+$14.4K	﹤0.01%	1533
2021 Q1	$60.9K	Buy	1,585 +456	+40%	+$15.9K	﹤0.01%	1531
2020 Q4	$34.3K	Buy	+1,129	New	+$29.6K	﹤0.01%	1562
2020 Q2	–	Sell	-1,200	Closed	-$22K	–	2850
2020 Q1	$22K	Buy	1,200 +325	+37%	+$9.64K	﹤0.01%	1500
2019 Q4	$31.8K	Hold	875	–	–	﹤0.01%	1540
2019 Q3	$28.1K	Hold	875	–	–	﹤0.01%	1522
2019 Q2	$28.2K	Hold	875	–	–	﹤0.01%	1523
2019 Q1	$27.9K	Hold	875	–	–	﹤0.01%	1438
2018 Q4	$24.4K	Hold	875	–	–	﹤0.01%	1297
2018 Q3	$32.4K	Hold	875	–	–	﹤0.01%	1290
2018 Q2	$32.6K	Sell	875 -60	-6%	-$2.33K	﹤0.01%	1255
2018 Q1	$35.9K	Buy	935 +60	+7%	+$2.36K	0.01%	1165
2017 Q4	$34.4K	Buy	+875	New	+$32.7K	0.01%	1134

Other funds holding BTO

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NSAM

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

American Portfolios Advisors's BTO Position: Q3 2022 in Review

American Portfolios Advisors increased its John Hancock Financial Opportunities Fund (BTO) stake by 1.2% in Q3 2022, buying an estimated $473 and bringing the position to 1,061 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

American Portfolios Advisors first reported a position in BTO in Q4 2017 and has held it in 18 quarters since. The position peaked at $73.2K in Q2 2021. 63 funds tracked by Wall St. Rank hold BTO as of Q3 2022.

American Portfolios Advisors held 1,061 shares of John Hancock Financial Opportunities Fund worth $33.5K as of Q3 2022.
American Portfolios Advisors bought 13 John Hancock Financial Opportunities Fund shares in Q3 2022, an estimated $473.
John Hancock Financial Opportunities Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1930 holding.
American Portfolios Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2017 and has held it in 18 quarters since.
American Portfolios Advisors's John Hancock Financial Opportunities Fund position peaked at $73.2K in Q2 2021.
63 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.