Concorde Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Concorde Financial’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
2023 Q1	–	Sell	-75	Closed	-$2.37K	–	34
2022 Q4	$2.37K	Hold	75	–	–	﹤0.01%	53
2022 Q3	$2K	Buy	+75	New	+$2.73K	﹤0.01%	53
2022 Q2	–	Sell	-75	Closed	-$3K	–	36
2022 Q1	$3K	Buy	75 +25	+50%	+$1.11K	﹤0.01%	58
2021 Q4	$2K	Buy	+50	New	+$2.2K	﹤0.01%	124

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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

NSAM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Concorde Financial's BTO Position: Q1 2023 in Review

Concorde Financial sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2023, closing a stake of 75 shares — an estimated $2.37K sold.

Concorde Financial first reported a position in BTO in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 67 funds tracked by Wall St. Rank hold BTO as of Q1 2023.

Concorde Financial reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Concorde Financial sold 75 John Hancock Financial Opportunities Fund shares in Q1 2023, an estimated $2.37K.
Concorde Financial first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and held it in 4 quarters.
Concorde Financial's John Hancock Financial Opportunities Fund position peaked at $3K in Q1 2022.
67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2023.

Based on Concorde Financial's 13F filing for Q1 2023, filed 10 May 2023.