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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
$46.4M +$1.13M +34,041 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.41M +$99.3K +2,987 +1%
PP
3
Patten & Patten
Tennessee
$8.96M -$12.5K -375 -0.1%
Bank of America
4
Bank of America
North Carolina
$8.88M +$842K +25,329 +10%
Wells Fargo
5
Wells Fargo
California
$6.93M -$1.12M -33,810 -13%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.75M +$63.3K +1,903 +0.9%
RJA
7
Raymond James & Associates
Florida
$6.43M -$106K -3,200 -2%
NSAM
8
North Star Asset Management
Wisconsin
$4.81M -$92.7K -2,789 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.74M +$657K +19,763 +15%
Cohen & Steers
10
Cohen & Steers
New York
$4.55M -$927K -27,886 -16%
UBS Group
11
UBS Group
Switzerland
$4.08M +$1.24M +37,407 +41%
FC
12
FCA Corp
Texas
$3.12M -$22.3K -670 -0.7%
OCM
13
Orleans Capital Management
Louisiana
$1.97M +$39.9K +1,200 +2%
LPL Financial
14
LPL Financial
California
$1.31M -$222K -6,682 -14%
First Trust Advisors
15
First Trust Advisors
Illinois
$959K +$264K +7,944 +36%
PVWM
16
Point View Wealth Management
New Jersey
$910K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$856K -$12.8K -386 -1%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$583K +$33.6K +1,011 +6%
CBOR
19
Community Bank of Raymore
Missouri
$534K – – –
BTS
20
BB&T Securities
Virginia
$531K +$112K +3,366 +25%
Ameriprise
21
Ameriprise
Minnesota
$466K +$481K +14,465 New
PG
22
Patten Group
Tennessee
$439K +$36.6K +1,100 +9%
WEC
23
Winslow Evans & Crocker
Massachusetts
$406K -$4.99K -150 -1%
NB
24
Nicolet Bankshares
Wisconsin
$388K – – –
COLIM
25
City of London Investment Management
United Kingdom
$384K -$209K -6,289 -34%
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