FFA
BTO

Farther Finance Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Farther Finance 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
Q2 		$84.6K Hold
2,145
– – ﹤0.01% 2843
2026
Q1 		$76.3K Buy
2,145
+920
+75% +$33.4K ﹤0.01% 2706
2025
Q4 		$43K Buy
+1,225
New +$42.4K ﹤0.01% 2923

Other funds holding BTO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's BTO Position: Q2 2026 in Review

Farther Finance Advisors held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 2,145 shares worth $84.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Farther Finance Advisors first reported a position in BTO in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Farther Finance Advisors held 2,145 shares of John Hancock Financial Opportunities Fund worth $84.6K as of Q2 2026.
  • Farther Finance Advisors left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2843 holding.
  • Farther Finance Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.