First Trust Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

First Trust 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
2021 Q3	–	Sell	-26,599	Closed	-$999K	–	2526
2021 Q2	$999K	Buy	26,599 +14,258	+116%	+$564K	﹤0.01%	2058
2021 Q1	$474K	Buy	+12,341	New	+$431K	﹤0.01%	2229
2020 Q4	–	Sell	-23,966	Closed	-$514K	–	2327
2020 Q3	$514K	Sell	23,966 -15,436	-39%	-$338K	﹤0.01%	2030
2020 Q2	$904K	Sell	39,402 -1,983	-5%	-$42.8K	﹤0.01%	1786
2020 Q1	$759K	Sell	41,385 -610	-1%	-$18.1K	﹤0.01%	1764
2019 Q4	$1.52M	Sell	41,995 -5	-0%	-$171	﹤0.01%	1686
2019 Q3	$1.35M	Buy	42,000 +11,184	+36%	+$355K	﹤0.01%	1743
2019 Q2	$992K	Buy	30,816 +755	+3%	+$24.6K	﹤0.01%	1851
2019 Q1	$959K	Buy	30,061 +7,944	+36%	+$264K	﹤0.01%	1874
2018 Q4	$618K	Sell	22,117 -263	-1%	-$8.83K	﹤0.01%	2053
2018 Q3	$828K	Buy	+22,380	New	+$855K	﹤0.01%	2009
2017 Q2	–	Sell	-20,226	Closed	-$688K	–	2374
2017 Q1	$688K	Buy	+20,226	New	+$726K	﹤0.01%	1966

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NSAM

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

First Trust Advisors's BTO Position: Q3 2021 in Review

First Trust Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2021, closing a stake of 26,599 shares — an estimated $999K sold.

First Trust Advisors first reported a position in BTO in Q1 2017 and held it in 12 quarters. The position peaked at $1.52M in Q4 2019. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2021.

First Trust Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2021 after selling out during the quarter.
First Trust Advisors sold 26,599 John Hancock Financial Opportunities Fund shares in Q3 2021, an estimated $999K.
First Trust Advisors first reported a position in John Hancock Financial Opportunities Fund in Q1 2017 and held it in 12 quarters.
First Trust Advisors's John Hancock Financial Opportunities Fund position peaked at $1.52M in Q4 2019.
65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2021.

Based on First Trust Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.