TS Financial Group (TSFG)’s John Hancock Financial Opportunities Fund BTO Stock Holding History

TS Financial Group (TSFG)’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 Q3	–	Sell	-130	Closed	-$5K	–	831
2025 Q2	$5K	Buy	130 +3	+2%	+$99	﹤0.01%	624
2025 Q1	$4K	Buy	+127	New	+$4.51K	﹤0.01%	640
2019 Q4	–	Sell	-152	Closed	-$5K	–	828
2019 Q3	$5K	Buy	+152	New	+$4.82K	﹤0.01%	517

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

TS Financial Group (TSFG)'s BTO Position: Q3 2025 in Review

TS Financial Group (TSFG) sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2025, closing a stake of 130 shares — an estimated $5K sold.

TS Financial Group (TSFG) first reported a position in BTO in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 76 funds tracked by Wall St. Rank hold BTO as of Q3 2025.

TS Financial Group (TSFG) reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 130 John Hancock Financial Opportunities Fund shares in Q3 2025, an estimated $5K.
TS Financial Group (TSFG) first reported a position in John Hancock Financial Opportunities Fund in Q3 2019 and held it in 3 quarters.
TS Financial Group (TSFG)'s John Hancock Financial Opportunities Fund position peaked at $5K in Q2 2025.
76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2025, filed 4 Nov 2025.