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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
$39.5M -$263K -9,007 -0.7%
Wells Fargo
2
Wells Fargo
California
$17M -$409K -13,989 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.1M -$311K -10,645 -3%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.23M +$53.1K +1,818 +0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.98M +$418K +14,305 +9%
RJA
6
Raymond James & Associates
Florida
$3.53M +$91.6K +3,137 +3%
FC
7
FCA Corp
Texas
$2.72M +$18.5K +632 +0.7%
AIC
8
Aurora Investment Counsel
Georgia
$2.63M +$61K +2,089 +2%
LPL Financial
9
LPL Financial
California
$2.45M +$120K +4,105 +5%
Stifel Financial
10
Stifel Financial
Missouri
$2.35M +$159K +5,447 +7%
NSAM
11
North Star Asset Management
Wisconsin
$2.28M -$32.3K -1,105 -1%
LCM
12
Landscape Capital Management
New Jersey
$1.45M +$448K +15,354 +46%
MFIM
13
Mesirow Financial Investment Management
Illinois
$1.32M – – –
Bank of America
14
Bank of America
North Carolina
$1.25M -$46K -1,574 -4%
GJWM
15
Gilliland Jeter Wealth Management
Arkansas
$1.08M +$4.41K +151 +0.4%
UBS Group
16
UBS Group
Switzerland
$1.08M -$26.9K -922 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.01M +$95K +3,252 +11%
LNC
18
Lincoln National Corp
Pennsylvania
$873K -$105K -3,598 -11%
OC
19
Oppenheimer & Co
New York
$779K +$24.3K +831 +3%
SIC
20
Samalin Investment Counsel
New York
$697K +$43.9K +1,504 +7%
SFS
21
Shaker Financial Services
Virginia
$627K +$620K +21,211 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$555K +$119K +4,079 +28%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$505K -$71.6K -2,452 -13%
Osaic Holdings
24
Osaic Holdings
Arizona
$470K +$11.3K +386 +2%
BRWA
25
B. Riley Wealth Advisors
Florida
$437K +$86.7K +2,967 +22%
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