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

IFP 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
2025 Q1	–	Sell	-500	Closed	-$17.8K	–	4355
2024 Q4	$17.8K	Hold	500	–	–	﹤0.01%	2301
2024 Q3	$16.6K	Hold	500	–	–	﹤0.01%	2221
2024 Q2	$14K	Hold	500	–	–	﹤0.01%	2222
2024 Q1	$14.8K	Hold	500	–	–	﹤0.01%	2104
2023 Q4	$15K	Hold	500	–	–	﹤0.01%	2028
2023 Q3	$13.1K	Buy	+500	New	+$13.9K	﹤0.01%	2147
2017 Q4	–	Sell	-125	Closed	-$5K	–	3824
2017 Q3	$5K	Hold	125	–	–	﹤0.01%	3367
2017 Q2	$5K	Buy	+125	New	+$4.36K	﹤0.01%	3374
2016 Q1	–	Sell	-442	Closed	-$12K	–	2484
2015 Q4	$12K	Buy	+442	New	+$12K	﹤0.01%	2466

Other funds holding BTO

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NSAM

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

IFP Advisors's BTO Position: Q1 2025 in Review

IFP Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2025, closing a stake of 500 shares — an estimated $17.8K sold.

IFP Advisors first reported a position in BTO in Q4 2015 and held it in 9 quarters. The position peaked at $17.8K in Q4 2024. 68 funds tracked by Wall St. Rank hold BTO as of Q1 2025.

IFP Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 500 John Hancock Financial Opportunities Fund shares in Q1 2025, an estimated $17.8K.
IFP Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2015 and held it in 9 quarters.
IFP Advisors's John Hancock Financial Opportunities Fund position peaked at $17.8K in Q4 2024.
68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.