MSFP
BTO

Mark Sheptoff Financial Planning’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Mark Sheptoff Financial Planning’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 		$7.45K Buy
+200
New +$7.25K ﹤0.01% 378
2016
Q1 		– Sell
-500
Closed -$14K – 358
2015
Q4 		$14K Buy
+500
New +$13.6K 0.01% 245

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 $395M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Mark Sheptoff Financial Planning's BTO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q1 2026: 200 shares worth $7.45K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in BTO as recently as Q4 2015.

Mark Sheptoff Financial Planning first reported a position in BTO in Q4 2015 and has held it in 2 quarters since. The position peaked at $14K in Q4 2015. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Mark Sheptoff Financial Planning held 200 shares of John Hancock Financial Opportunities Fund worth $7.45K as of Q1 2026.
  • John Hancock Financial Opportunities Fund was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #378 holding.
  • Mark Sheptoff Financial Planning first reported a position in John Hancock Financial Opportunities Fund in Q4 2015 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's John Hancock Financial Opportunities Fund position peaked at $14K in Q4 2015.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.