Cambridge Investment Research Advisors
BTO

Cambridge Investment Research Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Cambridge Investment Research 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
2026
Q1 		$1.73M Buy
48,212
+4,027
+9% +$146K ﹤0.01% 1709
2025
Q4 		$1.55M Buy
44,185
+3,948
+10% +$137K ﹤0.01% 1752
2025
Q3 		$1.45M Buy
40,237
+2,219
+6% +$80.2K ﹤0.01% 1761
2025
Q2 		$1.35M Buy
38,018
+539
+1% +$17.7K ﹤0.01% 1716
2025
Q1 		$1.28M Sell
37,479
-604
-2% -$21.4K ﹤0.01% 1663
2024
Q4 		$1.36M Sell
38,083
-816
-2% -$29.3K ﹤0.01% 1633
2024
Q3 		$1.29M Buy
38,899
+2,722
+8% +$86K ﹤0.01% 1666
2024
Q2 		$1.01M Buy
36,177
+2,169
+6% +$60.3K ﹤0.01% 1764
2024
Q1 		$1.01M Buy
34,008
+3,252
+11% +$95K ﹤0.01% 1729
2023
Q4 		$925K Sell
30,756
-189
-0.6% -$5.12K ﹤0.01% 1699
2023
Q3 		$813K Buy
30,945
+2,340
+8% +$64.9K ﹤0.01% 1707
2023
Q2 		$767K Buy
28,605
+2,661
+10% +$71.9K ﹤0.01% 1805
2023
Q1 		$792K Buy
25,944
+5,713
+28% +$195K ﹤0.01% 1729
2022
Q4 		$674K Buy
20,231
+4,382
+28% +$149K ﹤0.01% 1795
2022
Q3 		$500K Sell
15,849
-1,958
-11% -$71.2K ﹤0.01% 1936
2022
Q2 		$661K Buy
17,807
+1,290
+8% +$47.5K ﹤0.01% 1747
2022
Q1 		$664K Buy
16,517
+6,330
+62% +$281K ﹤0.01% 1877
2021
Q4 		$475K Buy
10,187
+239
+2% +$10.5K ﹤0.01% 2142
2021
Q3 		$423K Sell
9,948
-703
-7% -$28.4K ﹤0.01% 2176
2021
Q2 		$400K Sell
10,651
-949
-8% -$37.6K ﹤0.01% 2233
2021
Q1 		$446K Sell
11,600
-4
-0% -$140 ﹤0.01% 1980
2020
Q4 		$352K Sell
11,604
-98
-0.8% -$2.57K ﹤0.01% 2013
2020
Q3 		$251K Buy
11,702
+266
+2% +$5.83K ﹤0.01% 2070
2020
Q2 		$262K Sell
11,436
-488
-4% -$10.5K ﹤0.01% 1985
2020
Q1 		$219K Buy
11,924
+1,097
+10% +$32.5K ﹤0.01% 1877
2019
Q4 		$393K Buy
10,827
+1,486
+16% +$50.8K ﹤0.01% 1736
2019
Q3 		$301K Sell
9,341
-733
-7% -$23.2K ﹤0.01% 1820
2019
Q2 		$324K Sell
10,074
-709
-7% -$23.1K ﹤0.01% 1699
2019
Q1 		$344K Buy
10,783
+327
+3% +$10.9K ﹤0.01% 1727
2018
Q4 		$292K Buy
10,456
+29
+0.3% +$974 ﹤0.01% 1689
2018
Q3 		$386K Sell
10,427
-1,585
-13% -$60.6K ﹤0.01% 1615
2018
Q2 		$447K Buy
12,012
+566
+5% +$21.9K ﹤0.01% 1462
2018
Q1 		$439K Buy
11,446
+439
+4% +$17.3K ﹤0.01% 1422
2017
Q4 		$433K Sell
11,007
-1,378
-11% -$51.5K 0.01% 1409
2017
Q3 		$461K Buy
12,385
+64
+0.5% +$2.22K 0.01% 1284
2017
Q2 		$444K Buy
12,321
+498
+4% +$17.4K 0.01% 1271
2017
Q1 		$402K Buy
11,823
+2,892
+32% +$104K 0.01% 1186
2016
Q4 		$324K Buy
+8,931
New +$282K 0.01% 1229
2014
Q1 		– Sell
-9,893
Closed -$233K – 1301
2013
Q4 		$233K Sell
9,893
-683
-6% -$15.3K 0.01% 1001
2013
Q3 		$227K Buy
10,576
+73
+0.7% +$1.65K 0.01% 969
2013
Q2 		$225K Buy
+10,503
New +$220K 0.01% 889

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

Cambridge Investment Research Advisors's BTO Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its John Hancock Financial Opportunities Fund (BTO) stake by 9.1% in Q1 2026, buying an estimated $146K and bringing the position to 48,212 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Cambridge Investment Research Advisors first reported a position in BTO in Q2 2013 and has held it in 41 quarters since. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Cambridge Investment Research Advisors held 48,212 shares of John Hancock Financial Opportunities Fund worth $1.73M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 4,027 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $146K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1709 holding.
  • Cambridge Investment Research Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 41 quarters since.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.