NFG
BTO

Next Financial Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Next Financial Group’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
2021
Q4 		$724K Buy
15,528
+2,360
+18% +$104K 0.05% 405
2021
Q3 		$560K Buy
13,168
+11,009
+510% +$445K 0.04% 418
2021
Q2 		$81K Sell
2,159
-6,256
-74% -$248K 0.01% 1208
2021
Q1 		$323K Buy
8,415
+6,445
+327% +$225K 0.03% 597
2020
Q4 		$60K Buy
1,970
+1,070
+119% +$28.1K 0.01% 1140
2020
Q3 		$19K Buy
+900
New +$19.7K ﹤0.01% 1418
2020
Q2 		– Sell
-900
Closed -$17K – 767
2020
Q1 		$17K Buy
+900
New +$26.7K ﹤0.01% 1334
2019
Q4 		– Sell
-50
Closed -$2K – 2365
2019
Q3 		$2K Hold
50
– – ﹤0.01% 2091
2019
Q2 		$2K Buy
+50
New +$1.63K ﹤0.01% 2098
2018
Q4 		– Sell
-150
Closed -$6K – 1963
2018
Q3 		$6K Buy
+150
New +$5.73K ﹤0.01% 1117
2017
Q4 		– Sell
-500
Closed -$19K – 395
2017
Q3 		$19K Sell
500
-2,837
-85% -$98.5K 0.01% 988
2017
Q2 		$120K Hold
3,337
– – 0.03% 487
2017
Q1 		$118K Buy
3,337
+3,275
+5,282% +$118K 0.03% 441
2016
Q4 		$2K Hold
62
– – ﹤0.01% 2146
2016
Q3 		$2K Hold
62
– – ﹤0.01% 2133
2016
Q2 		$1K Hold
62
– – ﹤0.01% 1646
2016
Q1 		$1K Hold
62
– – ﹤0.01% 1611
2015
Q4 		$1K Hold
62
– – ﹤0.01% 1662
2015
Q3 		$1K Hold
62
– – ﹤0.01% 1689
2015
Q2 		$1K Hold
62
– – ﹤0.01% 1748
2015
Q1 		$1K Hold
62
– – ﹤0.01% 1758
2014
Q4 		$1K Hold
62
– – ﹤0.01% 1791
2014
Q3 		$1K Buy
+62
New +$1.41K ﹤0.01% 2396

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Next Financial Group's BTO Position: Q4 2021 in Review

Next Financial Group increased its John Hancock Financial Opportunities Fund (BTO) stake by 18% in Q4 2021, buying an estimated $104K and bringing the position to 15,528 shares worth $724K. The position accounts for 0.05% of the portfolio, ranked #405.

Next Financial Group first reported a position in BTO in Q3 2014 and has held it in 23 quarters since. 68 funds tracked by Wall St. Rank hold BTO as of Q4 2021.

  • Next Financial Group held 15,528 shares of John Hancock Financial Opportunities Fund worth $724K as of Q4 2021.
  • Next Financial Group bought 2,360 John Hancock Financial Opportunities Fund shares in Q4 2021, an estimated $104K.
  • John Hancock Financial Opportunities Fund made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #405 holding.
  • Next Financial Group first reported a position in John Hancock Financial Opportunities Fund in Q3 2014 and has held it in 23 quarters since.
  • 68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.