HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 67 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,756 | – | 600 | – | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $20,000 | -89.6% | 496 | -88.0% | 0.00% | -91.7% |
| Q4 2021 | $193,000 | +9.7% | 4,141 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $176,000 | +13.5% | 4,134 | +0.2% | 0.01% | +20.0% |
| Q2 2021 | $155,000 | -1.9% | 4,127 | +0.1% | 0.01% | -9.1% |
| Q1 2021 | $158,000 | +26.4% | 4,121 | +0.2% | 0.01% | +10.0% |
| Q4 2020 | $125,000 | +19.0% | 4,112 | -16.1% | 0.01% | +11.1% |
| Q3 2020 | $105,000 | +123.4% | 4,901 | +140.2% | 0.01% | +125.0% |
| Q2 2020 | $47,000 | +487.5% | 2,040 | +377.8% | 0.00% | +300.0% |
| Q1 2020 | $8,000 | -46.7% | 427 | +1.4% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | +15.4% | 421 | +1.7% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 414 | +1.7% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 407 | +1.8% | 0.00% | -50.0% |
| Q1 2019 | $13,000 | +18.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aurora Investment Counsel | 81,602 | $2,142,869 | 1.42% |
| FCA CORP /TX | 90,789 | $2,384,112 | 0.89% |
| All Season Financial Advisors, Inc. | 13,088 | $343,699 | 0.35% |
| Samalin Investment Counsel, LLC | 15,960 | $419,117 | 0.24% |
| NORTH STAR ASSET MANAGEMENT INC | 83,144 | $2,183,361 | 0.12% |
| Mendota Financial Group, LLC | 4,485 | $117,777 | 0.12% |
| L.M. KOHN & COMPANY | 9,341 | $245,284 | 0.09% |
| Formidable Asset Management, LLC | 10,410 | $273,367 | 0.06% |
| Institute for Wealth Management, LLC. | 10,868 | $285,394 | 0.05% |
| DFPG INVESTMENTS, LLC | 9,670 | $256,448 | 0.02% |