BEI
BTO

Benjamin Edwards Inc’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Benjamin Edwards Inc’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
2026
Q1 		$480K Hold
13,391
– – ﹤0.01% 1012
2025
Q4 		$470K Buy
13,391
+213
+2% +$7.37K 0.01% 969
2025
Q3 		$474K Buy
+13,178
New +$476K 0.01% 947

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
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

Benjamin Edwards Inc's BTO Position: Q1 2026 in Review

Benjamin Edwards Inc held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2026 at 13,391 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Benjamin Edwards Inc first reported a position in BTO in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Benjamin Edwards Inc held 13,391 shares of John Hancock Financial Opportunities Fund worth $480K as of Q1 2026.
  • Benjamin Edwards Inc left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1012 holding.
  • Benjamin Edwards Inc first reported a position in John Hancock Financial Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.