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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,103 | -6.5% | 16,645 | -4.3% | 0.01% | +20.0% |
| Q2 2023 | $467,461 | -12.5% | 17,397 | -0.5% | 0.01% | -28.6% |
| Q1 2023 | $534,179 | -3.8% | 17,491 | +5.2% | 0.01% | -12.5% |
| Q4 2022 | $555,056 | -1.2% | 16,629 | -6.6% | 0.02% | -5.9% |
| Q3 2022 | $562,000 | -10.4% | 17,808 | +5.5% | 0.02% | -34.6% |
| Q2 2022 | $627,000 | -4.9% | 16,879 | +3.1% | 0.03% | +18.2% |
| Q1 2022 | $659,000 | -18.6% | 16,370 | -5.8% | 0.02% | -4.3% |
| Q4 2021 | $810,000 | +19.6% | 17,369 | +9.1% | 0.02% | +4.5% |
| Q3 2021 | $677,000 | +32.5% | 15,916 | +17.0% | 0.02% | +29.4% |
| Q2 2021 | $511,000 | +15.1% | 13,609 | +18.0% | 0.02% | +6.2% |
| Q1 2021 | $444,000 | +22100.0% | 11,529 | +15272.0% | 0.02% | – |
| Q4 2014 | $2,000 | -99.9% | 75 | 0.0% | 0.00% | – |
| Q2 2014 | $1,736,000 | – | 75 | – | 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% |