FNY Investment Advisers’s John Hancock Financial Opportunities Fund BTO Stock Holding History

FNY Investment Advisers’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	-2,000	Closed	-$75K	–	713
2021 Q2	$75K	Sell	2,000 -1,153	-37%	-$45.6K	0.03%	335
2021 Q1	$121K	Buy	3,153 +2,464	+358%	+$86K	0.05%	278
2020 Q4	$20K	Buy	+689	New	+$18.1K	0.01%	523
2020 Q1	–	Sell	-3,515	Closed	-$127K	–	482
2019 Q4	$127K	Buy	+3,515	New	+$120K	0.04%	321
2019 Q3	–	Sell	-4,033	Closed	-$129K	–	902
2019 Q2	$129K	Buy	+4,033	New	+$131K	0.04%	210

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

FNY Investment Advisers's BTO Position: Q3 2021 in Review

FNY Investment Advisers sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2021, closing a stake of 2,000 shares — an estimated $75K sold.

FNY Investment Advisers first reported a position in BTO in Q2 2019 and held it in 5 quarters. The position peaked at $129K in Q2 2019. 65 funds tracked by Wall St. Rank hold BTO as of Q3 2021.

FNY Investment Advisers reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2021 after selling out during the quarter.
FNY Investment Advisers sold 2,000 John Hancock Financial Opportunities Fund shares in Q3 2021, an estimated $75K.
FNY Investment Advisers first reported a position in John Hancock Financial Opportunities Fund in Q2 2019 and held it in 5 quarters.
FNY Investment Advisers's John Hancock Financial Opportunities Fund position peaked at $129K in Q2 2019.
65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2021.

Based on FNY Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.