DADC
BTO

D.A. Davidson & Co’s John Hancock Financial Opportunities Fund BTO Stock Holding History

D.A. Davidson & Co’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 		$324K Buy
9,021
+15
+0.2% +$544 ﹤0.01% 1323
2025
Q4 		$316K Sell
9,006
-1,811
-17% -$62.7K ﹤0.01% 1296
2025
Q3 		$389K Buy
10,817
+14
+0.1% +$506 ﹤0.01% 1218
2025
Q2 		$383K Sell
10,803
-486
-4% -$16K ﹤0.01% 1153
2025
Q1 		$385K Buy
11,289
+15
+0.1% +$532 ﹤0.01% 1125
2024
Q4 		$402K Buy
11,274
+162
+1% +$5.81K ﹤0.01% 1104
2024
Q3 		$368K Sell
11,112
-485
-4% -$15.3K ﹤0.01% 1121
2024
Q2 		$325K Sell
11,597
-2,434
-17% -$67.7K ﹤0.01% 1136
2024
Q1 		$415K Buy
14,031
+15
+0.1% +$438 ﹤0.01% 1051
2023
Q4 		$422K Sell
14,016
-1,033
-7% -$28K ﹤0.01% 1011
2023
Q3 		$395K Buy
15,049
+266
+2% +$7.38K ﹤0.01% 987
2023
Q2 		$396K Buy
14,783
+666
+5% +$18K ﹤0.01% 991
2023
Q1 		$431K Buy
14,117
+3,562
+34% +$122K ﹤0.01% 932
2022
Q4 		$352K Sell
10,555
-338
-3% -$11.5K ﹤0.01% 978
2022
Q3 		$344K Buy
10,893
+13
+0.1% +$473 ﹤0.01% 952
2022
Q2 		$404K Buy
10,880
+11
+0.1% +$405 0.01% 896
2022
Q1 		$437K Buy
10,869
+7
+0.1% +$311 ﹤0.01% 923
2021
Q4 		$506K Buy
10,862
+12
+0.1% +$527 0.01% 873
2021
Q3 		$461K Sell
10,850
-203
-2% -$8.21K 0.01% 865
2021
Q2 		$415K Buy
11,053
+166
+2% +$6.57K ﹤0.01% 884
2021
Q1 		$418K Sell
10,887
-134
-1% -$4.68K 0.01% 854
2020
Q4 		$335K Sell
11,021
-281
-2% -$7.37K 0.01% 817
2020
Q3 		$242K Buy
11,302
+627
+6% +$13.7K ﹤0.01% 816
2020
Q2 		$245K Buy
+10,675
New +$230K ﹤0.01% 803
2020
Q1 		– Sell
-8,796
Closed -$319K – 996
2019
Q4 		$319K Buy
8,796
+510
+6% +$17.4K 0.01% 795
2019
Q3 		$267K Buy
8,286
+3
+0% +$95 ﹤0.01% 818
2019
Q2 		$267K Buy
8,283
+283
+4% +$9.21K 0.01% 813
2019
Q1 		$255K Hold
8,000
– – ﹤0.01% 948
2018
Q4 		$223K Sell
8,000
-1,000
-11% -$33.6K ﹤0.01% 929
2018
Q3 		$333K Hold
9,000
– – 0.01% 869
2018
Q2 		$335K Buy
9,000
+134
+2% +$5.2K 0.01% 842
2018
Q1 		$340K Buy
8,866
+66
+0.8% +$2.6K 0.01% 826
2017
Q4 		$346K Buy
8,800
+650
+8% +$24.3K 0.01% 792
2017
Q3 		$303K Buy
8,150
+2,800
+52% +$97.2K 0.01% 844
2017
Q2 		$192K Buy
5,350
+750
+16% +$26.2K ﹤0.01% 968
2017
Q1 		$156K Hold
4,600
– – ﹤0.01% 1046
2016
Q4 		$166K Hold
4,600
– – ﹤0.01% 1077
2016
Q3 		$127K Hold
4,600
– – ﹤0.01% 1142
2016
Q2 		$117K Hold
4,600
– – ﹤0.01% 1053
2016
Q1 		$111K Sell
4,600
-2,000
-30% -$46.2K ﹤0.01% 1082
2015
Q4 		$184K Buy
6,600
+200
+3% +$5.44K 0.01% 863
2015
Q3 		$161K Hold
6,400
– – 0.01% 897
2015
Q2 		$174K Hold
6,400
– – 0.01% 923
2015
Q1 		$149K Buy
6,400
+400
+7% +$9.06K ﹤0.01% 982
2014
Q4 		$141K Sell
6,000
-650
-10% -$14.8K ﹤0.01% 991
2014
Q3 		$147K Buy
6,650
+400
+6% +$9.07K 0.01% 978
2014
Q2 		$144K Buy
6,250
+250
+4% +$5.72K ﹤0.01% 1007
2014
Q1 		$144K Buy
6,000
+600
+11% +$13.9K 0.01% 987
2013
Q4 		$127K Buy
5,400
+1,400
+35% +$31.3K ﹤0.01% 985
2013
Q3 		$85K Buy
4,000
+1,000
+33% +$22.6K ﹤0.01% 955
2013
Q2 		$64K Buy
+3,000
New +$62.9K ﹤0.01% 1032

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

D.A. Davidson & Co's BTO Position: Q1 2026 in Review

D.A. Davidson & Co increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.17% in Q1 2026, buying an estimated $544 and bringing the position to 9,021 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

D.A. Davidson & Co first reported a position in BTO in Q2 2013 and has held it in 51 quarters since. The position peaked at $506K in Q4 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • D.A. Davidson & Co held 9,021 shares of John Hancock Financial Opportunities Fund worth $324K as of Q1 2026.
  • D.A. Davidson & Co bought 15 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $544.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1323 holding.
  • D.A. Davidson & Co first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 51 quarters since.
  • D.A. Davidson & Co's John Hancock Financial Opportunities Fund position peaked at $506K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.