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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
Q2 		$62.1K Hold
1,576
– – ﹤0.01% 3069
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

NewEdge Advisors's BTO Position: Q2 2026 in Review

NewEdge Advisors held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 1,576 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

NewEdge Advisors first reported a position in BTO in Q4 2022 and has held it in 15 quarters since. The position peaked at $72.8K in Q4 2025. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • NewEdge Advisors held 1,576 shares of John Hancock Financial Opportunities Fund worth $62.1K as of Q2 2026.
  • NewEdge Advisors left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3069 holding.
  • NewEdge Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's John Hancock Financial Opportunities Fund position peaked at $72.8K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.