SFS
BTO

Sowell Financial Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Sowell Financial Services’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 		– Sell
-7,319
Closed -$257K – 1131
2025
Q4 		$257K Buy
+7,319
New +$253K 0.01% 895
2021
Q2 		– Sell
-312
Closed -$12K – 830
2021
Q1 		$12K Buy
+312
New +$10.9K ﹤0.01% 2234

Other funds holding BTO

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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

Sowell Financial Services's BTO Position: Q1 2026 in Review

Sowell Financial Services sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2026, closing a stake of 7,319 shares — an estimated $257K sold.

Sowell Financial Services first reported a position in BTO in Q1 2021 and held it in 2 quarters. The position peaked at $257K in Q4 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Sowell Financial Services reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 7,319 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $257K.
  • Sowell Financial Services first reported a position in John Hancock Financial Opportunities Fund in Q1 2021 and held it in 2 quarters.
  • Sowell Financial Services's John Hancock Financial Opportunities Fund position peaked at $257K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.