Money Concepts Capital’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-210	Closed	-$7K	–	795
2022 Q4	$7K	Buy	+210	New	+$7.12K	﹤0.01%	2189
2022 Q2	–	Sell	-104	Closed	-$4K	–	1598
2022 Q1	$4K	Buy	+104	New	+$4.62K	﹤0.01%	2254

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

NSAM

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

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

Money Concepts Capital's BTO Position: Q1 2023 in Review

Money Concepts Capital sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2023, closing a stake of 210 shares — an estimated $7K sold.

Money Concepts Capital first reported a position in BTO in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q4 2022. 67 funds tracked by Wall St. Rank hold BTO as of Q1 2023.

Money Concepts Capital reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 210 John Hancock Financial Opportunities Fund shares in Q1 2023, an estimated $7K.
Money Concepts Capital first reported a position in John Hancock Financial Opportunities Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's John Hancock Financial Opportunities Fund position peaked at $7K in Q4 2022.
67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.