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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
$59.9M +$1.18M +30,033 +2%
Bank of America
2
Bank of America
North Carolina
$11.6M +$462K +11,752 +4%
PP
3
Patten & Patten
Tennessee
$11.6M -$20.7K -525 -0.2%
RJA
4
Raymond James & Associates
Florida
$9.14M +$1.63M +41,545 +21%
Wells Fargo
5
Wells Fargo
California
$8.85M +$566K +14,400 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.11M +$3.26M +82,840 +64%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.42M +$661K +16,802 +10%
NSAM
8
North Star Asset Management
Wisconsin
$6.18M -$40.3K -1,025 -0.6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.22M +$457K +11,623 +12%
FC
10
FCA Corp
Texas
$3.95M -$54K -1,373 -1%
UBS Group
11
UBS Group
Switzerland
$3.84M +$479K +12,184 +14%
Cohen & Steers
12
Cohen & Steers
New York
$3.72M +$682K +17,340 +22%
OCM
13
Orleans Capital Management
Louisiana
$2.38M -$28.5K -725 -1%
AFA
14
Arlington Financial Advisors
California
$1.84M -$2.64K -67 -0.1%
PVWM
15
Point View Wealth Management
New Jersey
$1.14M -$133K -3,390 -10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.06M +$351K +8,923 +47%
LPL Financial
17
LPL Financial
California
$678K +$78.6K +1,997 +13%
CBOR
18
Community Bank of Raymore
Missouri
$642K – – –
PG
19
Patten Group
Tennessee
$532K – – –
JMPWA
20
JP Morgan Private Wealth Advisors
California
$528K +$2.08K +53 +0.4%
NB
21
Nicolet Bankshares
Wisconsin
$520K -$15.7K -400 -3%
BTS
22
BB&T Securities
Virginia
$517K +$26.1K +664 +5%
WEC
23
Winslow Evans & Crocker
Massachusetts
$516K +$7.87K +200 +2%
FAM
24
Formidable Asset Management
Ohio
$458K +$469K +11,919 New
WAM
25
Weiss Asset Management
Massachusetts
$457K +$469K +11,927 New
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