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BTO

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

NewEdge 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
2026
Q1 		$56.5K Sell
1,576
-500
-24% -$18.1K ﹤0.01% 2904
2025
Q4 		$72.8K Buy
2,076
+1,000
+93% +$34.6K ﹤0.01% 2853
2025
Q3 		$38.7K Hold
1,076
– – ﹤0.01% 2905
2025
Q2 		$38.1K Hold
1,076
– – ﹤0.01% 2743
2025
Q1 		$36.7K Hold
1,076
– – ﹤0.01% 2658
2024
Q4 		$38.4K Hold
1,076
– – ﹤0.01% 2608
2024
Q3 		$35.7K Hold
1,076
– – ﹤0.01% 2539
2024
Q2 		$30.1K Hold
1,076
– – ﹤0.01% 2502
2024
Q1 		$31.8K Buy
1,076
+500
+87% +$14.6K ﹤0.01% 2458
2023
Q4 		$17.3K Hold
576
– – ﹤0.01% 2628
2023
Q3 		$15.1K Hold
576
– – ﹤0.01% 2452
2023
Q2 		$15.4K Hold
576
– – ﹤0.01% 2463
2023
Q1 		$17.6K Buy
576
+2
+0.3% +$68 ﹤0.01% 2382
2022
Q4 		$19 Buy
+574
New +$19.5K ﹤0.01% 3604

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

NewEdge Advisors's BTO Position: Q1 2026 in Review

NewEdge Advisors reduced its John Hancock Financial Opportunities Fund (BTO) stake by 24% in Q1 2026, selling an estimated $18.1K and leaving 1,576 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

NewEdge Advisors first reported a position in BTO in Q4 2022 and has held it in 14 quarters since. The position peaked at $72.8K in Q4 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • NewEdge Advisors held 1,576 shares of John Hancock Financial Opportunities Fund worth $56.5K as of Q1 2026.
  • NewEdge Advisors sold 500 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $18.1K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2904 holding.
  • NewEdge Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's John Hancock Financial Opportunities Fund position peaked at $72.8K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.