FCA
BTO

FinTrust Capital Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

FinTrust Capital 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
2024
Q3 		$7.06K Buy
+213
New +$6.73K ﹤0.01% 1016
2023
Q3 		– Sell
-213
Closed -$7.1K – 1245
2023
Q2 		$7.1K Hold
213
– – ﹤0.01% 823
2023
Q1 		$7.1K Hold
213
– – ﹤0.01% 817
2022
Q4 		$7.09K Hold
213
– – ﹤0.01% 815
2022
Q3 		$7K Hold
213
– – ﹤0.01% 951
2022
Q2 		$8K Hold
213
– – ﹤0.01% 938
2022
Q1 		$9K Buy
+213
New +$9.47K ﹤0.01% 965

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Janney Montgomery Scott
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

FinTrust Capital Advisors's BTO Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q3 2024: 213 shares worth $7.06K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in BTO as recently as Q2 2023.

FinTrust Capital Advisors first reported a position in BTO in Q1 2022 and has held it in 7 quarters since. The position peaked at $9K in Q1 2022. 76 funds tracked by Wall St. Rank hold BTO as of Q3 2024.

  • FinTrust Capital Advisors held 213 shares of John Hancock Financial Opportunities Fund worth $7.06K as of Q3 2024.
  • John Hancock Financial Opportunities Fund was a new FinTrust Capital Advisors position in Q3 2024.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1016 holding.
  • FinTrust Capital Advisors first reported a position in John Hancock Financial Opportunities Fund in Q1 2022 and has held it in 7 quarters since.
  • FinTrust Capital Advisors's John Hancock Financial Opportunities Fund position peaked at $9K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.