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BTO

John Hancock Financial Opportunities Fund
BTO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.6M +$2.56M +68,969 +6%
Wells Fargo
2
Wells Fargo
California
$25.5M -$249K -6,713 -1%
ZCP
3
Z3 Capital Partners
Virginia
$16.2M +$90.3K +2,432 +0.6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.7M +$92.2K +2,485 +0.9%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7M -$582K -15,684 -8%
Raymond James Financial
6
Raymond James Financial
Florida
$6.81M -$211K -5,686 -3%
LPL Financial
7
LPL Financial
California
$5.13M +$80.1K +2,159 +2%
Stifel Financial
8
Stifel Financial
Missouri
$3.91M -$105K -2,818 -3%
FC
9
FCA Corp
Texas
$3.76M +$240K +6,460 +7%
NSAM
10
North Star Asset Management
Wisconsin
$2.67M -$6.5K -175 -0.3%
ACM
11
Alessandra Capital Management
California
$2.42M -$7.61K -205 -0.3%
SPIA
12
Steward Partners Investment Advisory
New York
$2.25M +$97.3K +2,621 +5%
1CP
13
1607 Capital Partners
Virginia
$2.21M +$2.09M +56,187 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.02M +$113K +3,036 +6%
Bank of America
15
Bank of America
North Carolina
$1.84M +$56.9K +1,533 +3%
UBS Group
16
UBS Group
Switzerland
$1.73M -$26.6K -717 -2%
COLIM
17
City of London Investment Management
United Kingdom
$1.62M +$400K +10,767 +36%
GJWM
18
Gilliland Jeter Wealth Management
Arkansas
$1.48M +$3.97K +107 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$1.39M +$48.8K +1,314 +4%
CFGW
20
Chancellor Financial Group WB
Pennsylvania
$1.24M +$6.27K +169 +0.5%
AA
21
Advisory Advocates
Michigan
$1.21M +$65K +1,750 +6%
OC
22
Oppenheimer & Co
New York
$1.11M +$7.13K +192 +0.7%
PAG
23
Private Advisor Group
New Jersey
$1.05M +$102K +2,747 +11%
HighTower Advisors
24
HighTower Advisors
Illinois
$1M +$7.16K +193 +0.8%
SFS
25
Shaker Financial Services
Virginia
$897K +$845K +22,755 New
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