TRCT
BTO

Tower Research Capital (TRC)’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Tower Research Capital (TRC)’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
2025
Q4 		– Sell
-5
Closed -$180 – 5181
2025
Q3 		$180 Buy
+5
New +$181 ﹤0.01% 5081
2025
Q1 		– Sell
-3
Closed -$107 – 5234
2024
Q4 		$107 Sell
3
-7,342
-100% -$263K ﹤0.01% 5461
2024
Q3 		$244K Buy
7,345
+7,342
+244,733% +$232K 0.01% 1428
2024
Q2 		$84 Buy
+3
New +$83 ﹤0.01% 5504
2024
Q1 		– Sell
-3
Closed -$90 – 5866
2023
Q4 		$90 Sell
3
-1
-25% -$27 ﹤0.01% 5722
2023
Q3 		$105 Sell
4
-1
-20% -$28 ﹤0.01% 5723
2023
Q2 		$134 Buy
+5
New +$135 ﹤0.01% 5783
2019
Q4 		– Sell
-293
Closed -$9K – 3577
2019
Q3 		$9K Buy
+293
New +$9.29K ﹤0.01% 2982
2018
Q3 		– Sell
-1,509
Closed -$56K – 3780
2018
Q2 		$56K Buy
+1,509
New +$58.5K ﹤0.01% 1782
2017
Q3 		– Sell
-200
Closed -$7K – 3790
2017
Q2 		$7K Buy
+200
New +$6.97K ﹤0.01% 1788
2016
Q3 		– Sell
-100
Closed -$3K – 3670
2016
Q2 		$3K Buy
+100
New +$2.53K ﹤0.01% 3662
2015
Q4 		– Sell
-173
Closed -$4K – 4492
2015
Q3 		$4K Buy
+173
New +$4.68K ﹤0.01% 2907
2014
Q1 		– Sell
-3,060
Closed -$72K – 4460
2013
Q4 		$72K Buy
+3,060
New +$68.4K 0.01% 1084

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
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Tower Research Capital (TRC)'s BTO Position: Q4 2025 in Review

Tower Research Capital (TRC) sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2025, closing a stake of 5 shares — an estimated $180 sold.

Tower Research Capital (TRC) first reported a position in BTO in Q4 2013 and held it in 13 quarters. The position peaked at $244K in Q3 2024. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

  • Tower Research Capital (TRC) reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 5 John Hancock Financial Opportunities Fund shares in Q4 2025, an estimated $180.
  • Tower Research Capital (TRC) first reported a position in John Hancock Financial Opportunities Fund in Q4 2013 and held it in 13 quarters.
  • Tower Research Capital (TRC)'s John Hancock Financial Opportunities Fund position peaked at $244K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2025, filed 17 Feb 2026.