DFPG Investments
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DFPG Investments’s John Hancock Financial Opportunities Fund BTO Stock Holding History

DFPG Investments’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
Q4 		– Sell
-9,670
Closed -$256K – 624
2023
Q3 		$256K Sell
9,670
-4,125
-30% -$114K 0.02% 507
2023
Q2 		$417K Sell
13,795
-4,150
-23% -$112K 0.04% 418
2023
Q1 		$548K Sell
17,945
-2,700
-13% -$92.3K 0.06% 324
2022
Q4 		$748K Buy
+20,645
New +$700K 0.12% 189

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FCA Corp
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DFPG Investments's BTO Position: Q4 2023 in Review

DFPG Investments sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2023, closing a stake of 9,670 shares — an estimated $256K sold.

DFPG Investments first reported a position in BTO in Q4 2022 and held it in 4 quarters. The position peaked at $748K in Q4 2022. 76 funds tracked by Wall St. Rank hold BTO as of Q4 2023.

  • DFPG Investments reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • DFPG Investments sold 9,670 John Hancock Financial Opportunities Fund shares in Q4 2023, an estimated $256K.
  • DFPG Investments first reported a position in John Hancock Financial Opportunities Fund in Q4 2022 and held it in 4 quarters.
  • DFPG Investments's John Hancock Financial Opportunities Fund position peaked at $748K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.