Janney Montgomery Scott
BTO

Janney Montgomery Scott’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$6.93M Sell
193,135
-3,474
-2% -$126K 0.02% 715
2025
Q4 		$6.9M Sell
196,609
-2,034
-1% -$70.4K 0.02% 754
2025
Q3 		$7.15M Sell
198,643
-8,471
-4% -$306K 0.02% 743
2025
Q2 		$7.34M Sell
207,114
-9,443
-4% -$311K 0.02% 671
2025
Q1 		$7.39M Buy
216,557
+15,403
+8% +$547K 0.02% 637
2024
Q4 		$7.18M Sell
201,154
-5,631
-3% -$202K 0.02% 657
2024
Q3 		$6.86M Buy
206,785
+321
+0.2% +$10.1K 0.02% 655
2024
Q2 		$5.78M Sell
206,464
-4,150
-2% -$115K 0.02% 674
2024
Q1 		$6.23M Buy
210,614
+1,818
+0.9% +$53.1K 0.02% 674
2023
Q4 		$6.28M Sell
208,796
-4,352
-2% -$118K 0.02% 655
2023
Q3 		$5.6M Sell
213,148
-852
-0.4% -$23.6K 0.02% 632
2023
Q2 		$5.74M Sell
214,000
-27,717
-11% -$748K 0.02% 642
2023
Q1 		$7.38M Buy
241,717
+20,598
+9% +$704K 0.03% 512
2022
Q4 		$7.37M Sell
221,119
-32,857
-13% -$1.11M 0.03% 533
2022
Q3 		$8.02M Sell
253,976
-2,012
-0.8% -$73.1K 0.03% 454
2022
Q2 		$9M Sell
255,988
-761
-0.3% -$28K 0.04% 388
2022
Q1 		$10.3M Sell
256,749
-203
-0.1% -$9.02K 0.04% 377
2021
Q4 		$12M Buy
256,952
+6,038
+2% +$265K 0.05% 346
2021
Q3 		$10.7M Buy
250,914
+22,128
+10% +$895K 0.05% 356
2021
Q2 		$8.59M Buy
228,786
+14,937
+7% +$591K 0.04% 409
2021
Q1 		$8.22M Buy
213,849
+5,962
+3% +$208K 0.04% 379
2020
Q4 		$6.31M Sell
207,887
-4,412
-2% -$116K 0.03% 470
2020
Q3 		$4.55M Sell
212,299
-2,654
-1% -$58.2K 0.03% 518
2020
Q2 		$4.93M Buy
214,953
+3,983
+2% +$85.9K 0.03% 459
2020
Q1 		$3.87M Sell
210,970
-11,462
-5% -$340K 0.03% 467
2019
Q4 		$8.07M Buy
222,432
+11,176
+5% +$382K 0.05% 331
2019
Q3 		$6.8M Sell
211,256
-6,314
-3% -$200K 0.05% 354
2019
Q2 		$7.01M Buy
217,570
+5,972
+3% +$194K 0.05% 340
2019
Q1 		$6.75M Buy
211,598
+1,903
+0.9% +$63.3K 0.06% 336
2018
Q4 		$5.86M Buy
209,695
+19,844
+10% +$666K 0.06% 336
2018
Q3 		$7.02M Sell
189,851
-5,383
-3% -$206K 0.06% 320
2018
Q2 		$7.26M Buy
195,234
+1,834
+0.9% +$71.1K 0.07% 285
2018
Q1 		$7.42M Buy
193,400
+16,802
+10% +$661K 0.07% 279
2017
Q4 		$6.95M Sell
176,598
-13,289
-7% -$496K 0.07% 285
2017
Q3 		$7.08M Buy
189,887
+12,075
+7% +$419K 0.08% 259
2017
Q2 		$6.41M Buy
177,812
+8,055
+5% +$281K 0.08% 261
2017
Q1 		$5.77M Buy
169,757
+22,202
+15% +$797K 0.08% 270
2016
Q4 		$5.35M Buy
147,555
+75,204
+104% +$2.37M 0.08% 259
2016
Q3 		$2.01M Sell
72,351
-39,069
-35% -$1.06M 0.04% 436
2016
Q2 		$2.86M Buy
111,420
+61,039
+121% +$1.54M 0.06% 241
2016
Q1 		$1.22M Buy
50,381
+10,933
+28% +$252K 0.03% 464
2015
Q4 		$1.11M Buy
39,448
+500
+1% +$13.6K 0.03% 524
2015
Q3 		$985K Buy
38,948
+1,275
+3% +$34.5K 0.03% 542
2015
Q2 		$1.02M Sell
37,673
-818
-2% -$20.4K 0.02% 781
2015
Q1 		$901K Buy
+38,491
New +$872K 0.02% 944

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
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
ACM
Alessandra Capital Management Torrance, California $141M AUM

Janney Montgomery Scott's BTO Position: Q1 2026 in Review

Janney Montgomery Scott reduced its John Hancock Financial Opportunities Fund (BTO) stake by 1.8% in Q1 2026, selling an estimated $126K and leaving 193,135 shares worth $6.93M. The position accounts for 0.02% of the portfolio, ranked #715.

Janney Montgomery Scott first reported a position in BTO in Q1 2015 and has held it in 45 quarters since. The position peaked at $12M in Q4 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Janney Montgomery Scott held 193,135 shares of John Hancock Financial Opportunities Fund worth $6.93M as of Q1 2026.
  • Janney Montgomery Scott sold 3,474 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $126K.
  • John Hancock Financial Opportunities Fund made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #715 holding.
  • Janney Montgomery Scott first reported a position in John Hancock Financial Opportunities Fund in Q1 2015 and has held it in 45 quarters since.
  • Janney Montgomery Scott's John Hancock Financial Opportunities Fund position peaked at $12M in Q4 2021.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.