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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
$41.7M -$991K -28,621 -2%
Wells Fargo
2
Wells Fargo
California
$23.4M +$825K +23,822 +4%
ZCP
3
Z3 Capital Partners
Virginia
$14.2M +$14M +403,588 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.1M +$15.5K +449 +0.2%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.9M -$70.4K -2,034 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$6.19M -$546K -15,775 -8%
LPL Financial
7
LPL Financial
California
$4.55M -$371K -10,712 -8%
FC
8
FCA Corp
Texas
$3.05M -$227K -6,555 -7%
Stifel Financial
9
Stifel Financial
Missouri
$3.04M +$10.5K +302 +0.3%
WAM
10
Wolverine Asset Management
Illinois
$2.67M +$2.64M +76,148 New
RAM
11
Readystate Asset Management
Illinois
$2.48M +$2.45M +70,727 New
NSAM
12
North Star Asset Management
Wisconsin
$2.39M -$32.9K -950 -1%
ACM
13
Alessandra Capital Management
California
$2.08M +$2.05M +59,282 New
SPIA
14
Steward Partners Investment Advisory
New York
$1.73M +$232K +6,694 +16%
UBS Group
15
UBS Group
Switzerland
$1.67M +$32.1K +927 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.55M +$137K +3,948 +10%
Bank of America
17
Bank of America
North Carolina
$1.54M -$190K -5,503 -11%
GJWM
18
Gilliland Jeter Wealth Management
Arkansas
$1.27M -$18.2K -527 -1%
CFGW
19
Chancellor Financial Group WB
Pennsylvania
$1.09M +$4.08K +118 +0.4%
OC
20
Oppenheimer & Co
New York
$996K -$46.3K -1,339 -5%
Mariner
21
Mariner
Kansas
$974K +$299K +8,643 +45%
WIA
22
World Investment Advisors
California
$968K -$26.6K -769 -3%
AA
23
Advisory Advocates
Michigan
$947K +$935K +27,000 New
HighTower Advisors
24
HighTower Advisors
Illinois
$918K +$342K +9,875 +61%
SIC
25
Samalin Investment Counsel
New York
$911K +$7.89K +228 +0.9%
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