WS
BTO

Wedbush Securities’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-6,781
Closed -$231K – 1159
2025
Q1 		$231K Hold
6,781
– – 0.01% 935
2024
Q4 		$242K Sell
6,781
-1,907
-22% -$68.4K 0.01% 937
2024
Q3 		$288K Sell
8,688
-50
-0.6% -$1.58K 0.01% 822
2024
Q2 		$245K Buy
8,738
+700
+9% +$19.5K 0.01% 969
2024
Q1 		$238K Sell
8,038
-800
-9% -$23.4K 0.01% 994
2023
Q4 		$266K Hold
8,838
– – 0.01% 824
2023
Q3 		$232K Buy
8,838
+778
+10% +$21.6K 0.01% 844
2023
Q2 		$216K Sell
8,060
-1,728
-18% -$46.7K 0.01% 898
2023
Q1 		$299K Buy
9,788
+415
+4% +$14.2K 0.02% 754
2022
Q4 		$312K Buy
9,373
+15
+0.2% +$508 0.02% 719
2022
Q3 		$295K Sell
9,358
-160
-2% -$5.82K 0.02% 735
2022
Q2 		$353K Buy
9,518
+264
+3% +$9.73K 0.02% 677
2022
Q1 		$372K Sell
9,254
-1,840
-17% -$81.8K 0.02% 707
2021
Q4 		$517K Buy
11,094
+1,100
+11% +$48.3K 0.02% 617
2021
Q3 		$425K Buy
9,994
+208
+2% +$8.41K 0.02% 685
2021
Q2 		$367K Buy
9,786
+909
+10% +$36K 0.02% 762
2021
Q1 		$341K Buy
8,877
+8
+0.1% +$279 0.02% 751
2020
Q4 		$269K Buy
+8,869
New +$233K 0.02% 684
2020
Q1 		– Sell
-9,621
Closed -$349K – 895
2019
Q4 		$349K Buy
9,621
+533
+6% +$18.2K 0.03% 611
2019
Q3 		$292K Buy
9,088
+309
+4% +$9.8K 0.03% 647
2019
Q2 		$283K Buy
8,779
+439
+5% +$14.3K 0.03% 656
2019
Q1 		$266K Buy
8,340
+320
+4% +$10.6K 0.03% 637
2018
Q4 		$224K Buy
8,020
+1,301
+19% +$43.7K 0.03% 641
2018
Q3 		$249K Sell
6,719
-2,354
-26% -$90K 0.03% 671
2018
Q2 		$338K Buy
9,073
+1,826
+25% +$70.8K 0.04% 514
2018
Q1 		$278K Sell
7,247
-760
-9% -$29.9K 0.04% 557
2017
Q4 		$315K Sell
8,007
-239
-3% -$8.93K 0.04% 527
2017
Q3 		$307K Sell
8,246
-679
-8% -$23.6K 0.04% 539
2017
Q2 		$322K Sell
8,925
-1,904
-18% -$66.4K 0.04% 517
2017
Q1 		$368K Buy
10,829
+375
+4% +$13.5K 0.05% 452
2016
Q4 		$379K Buy
10,454
+2,623
+33% +$82.8K 0.06% 418
2016
Q3 		$217K Sell
7,831
-228
-3% -$6.18K 0.03% 641
2016
Q2 		$207K Buy
+8,059
New +$204K 0.03% 611
2016
Q1 		– Sell
-8,824
Closed -$247K – 759
2015
Q4 		$247K Buy
8,824
+32
+0.4% +$870 0.04% 478
2015
Q3 		$222K Buy
8,792
+36
+0.4% +$973 0.04% 487
2015
Q2 		$238K Buy
8,756
+113
+1% +$2.82K 0.04% 511
2015
Q1 		$202K Buy
+8,643
New +$196K 0.03% 581

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Wedbush Securities's BTO Position: Q2 2025 in Review

Wedbush Securities sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2025, closing a stake of 6,781 shares — an estimated $231K sold.

Wedbush Securities first reported a position in BTO in Q1 2015 and held it in 37 quarters. The position peaked at $517K in Q4 2021. 67 funds tracked by Wall St. Rank hold BTO as of Q2 2025.

  • Wedbush Securities reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Wedbush Securities sold 6,781 John Hancock Financial Opportunities Fund shares in Q2 2025, an estimated $231K.
  • Wedbush Securities first reported a position in John Hancock Financial Opportunities Fund in Q1 2015 and held it in 37 quarters.
  • Wedbush Securities's John Hancock Financial Opportunities Fund position peaked at $517K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2025.

Based on Wedbush Securities's 13F filing for Q2 2025, filed 6 Aug 2025.