FAM
BTO

Formidable Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Formidable Asset Management’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
Q4 		– Sell
-9,910
Closed -$329K – 377
2024
Q3 		$329K Sell
9,910
-1,300
-12% -$41.1K 0.05% 278
2024
Q2 		$314K Buy
11,210
+1,100
+11% +$30.6K 0.05% 300
2024
Q1 		$299K Sell
10,110
-2,800
-22% -$81.8K 0.05% 278
2023
Q4 		$388K Buy
12,910
+2,500
+24% +$67.7K 0.08% 198
2023
Q3 		$273K Hold
10,410
– – 0.06% 227
2023
Q2 		$279K Buy
10,410
+3,800
+57% +$103K 0.06% 225
2023
Q1 		$199K Buy
+6,610
New +$226K 0.04% 280
2021
Q2 		– Sell
-63,750
Closed -$2.46M – 319
2021
Q1 		$2.46M Buy
63,750
+200
+0.3% +$6.98K 0.53% 38
2020
Q4 		$1.88M Buy
+63,550
New +$1.67M 0.43% 42
2020
Q3 		– Sell
-62,550
Closed -$1.32M – 270
2020
Q2 		$1.32M Buy
62,550
+52,100
+499% +$1.12M 0.39% 57
2020
Q1 		$191K Buy
+10,450
New +$310K 0.08% 164
2018
Q4 		– Sell
-16,590
Closed -$611K – 90
2018
Q3 		$611K Buy
16,590
+261
+2% +$9.98K 0.24% 79
2018
Q2 		$607K Buy
16,329
+4,410
+37% +$171K 0.26% 74
2018
Q1 		$458K Buy
+11,919
New +$469K 0.23% 77

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

Formidable Asset Management's BTO Position: Q4 2024 in Review

Formidable Asset Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2024, closing a stake of 9,910 shares — an estimated $329K sold.

Formidable Asset Management first reported a position in BTO in Q1 2018 and held it in 14 quarters. The position peaked at $2.46M in Q1 2021. 74 funds tracked by Wall St. Rank hold BTO as of Q4 2024.

  • Formidable Asset Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Formidable Asset Management sold 9,910 John Hancock Financial Opportunities Fund shares in Q4 2024, an estimated $329K.
  • Formidable Asset Management first reported a position in John Hancock Financial Opportunities Fund in Q1 2018 and held it in 14 quarters.
  • Formidable Asset Management's John Hancock Financial Opportunities Fund position peaked at $2.46M in Q1 2021.
  • 74 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2024.

Based on Formidable Asset Management's 13F filing for Q4 2024, filed 19 Feb 2025.