Institute for Wealth Management, LLC. - HANCOCK JOHN FINL OPPTYS FD ownership

HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 68 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of HANCOCK JOHN FINL OPPTYS FD
ValueSharesWeighting
Q3 2023$285,394
-2.1%
10,8680.0%0.05%
+4.1%
Q2 2023$291,480
-12.2%
10,8680.0%0.05%
-22.2%
Q1 2023$331,909
-8.3%
10,8680.0%0.06%
-17.1%
Q4 2022$362,013
+5.5%
10,8680.0%0.08%
-1.3%
Q3 2022$343,000
-15.1%
10,8680.0%0.08%
-2.5%
Q2 2022$404,000
-7.6%
10,8680.0%0.08%
+11.3%
Q1 2022$437,000
-13.6%
10,8680.0%0.07%
-13.4%
Q4 2021$506,000
+8.8%
10,868
-0.7%
0.08%0.0%
Q3 2021$465,000
+13.1%
10,9430.0%0.08%
+13.9%
Q2 2021$411,000
-2.4%
10,9430.0%0.07%
-10.0%
Q1 2021$421,000
+26.8%
10,9430.0%0.08%
+21.2%
Q4 2020$332,000
+41.3%
10,9430.0%0.07%
+22.2%
Q3 2020$235,000
-6.4%
10,9430.0%0.05%
-11.5%
Q2 2020$251,000
+24.9%
10,9430.0%0.06%
-1.6%
Q1 2020$201,000
-50.2%
10,943
-1.8%
0.06%
-31.9%
Q4 2019$404,000
+12.8%
11,1430.0%0.09%
+1.1%
Q3 2019$358,000
-0.3%
11,1430.0%0.09%
+13.9%
Q2 2019$359,000
+1.1%
11,1430.0%0.08%
+2.6%
Q1 2019$355,000
-14.0%
11,1430.0%0.08%
-44.6%
Q3 2018$413,000
-1.0%
11,1430.0%0.14%
+4.5%
Q2 2018$417,000
-3.5%
11,1430.0%0.13%
+4.7%
Q1 2018$432,000
-1.4%
11,1430.0%0.13%
+25.7%
Q4 2017$438,000
+5.0%
11,1430.0%0.10%
-25.7%
Q3 2017$417,000
+3.5%
11,1430.0%0.14%
+22.5%
Q2 2017$403,00011,1430.11%
Other shareholders
HANCOCK JOHN FINL OPPTYS FD shareholders Q4 2021
NameSharesValueWeighting ↓
Aurora Investment Counsel 81,602$2,142,8691.42%
FCA CORP /TX 90,789$2,384,1120.89%
All Season Financial Advisors, Inc. 13,088$343,6990.35%
Samalin Investment Counsel, LLC 15,960$419,1170.24%
NORTH STAR ASSET MANAGEMENT INC 83,144$2,183,3610.12%
Mendota Financial Group, LLC 4,485$117,7770.12%
L.M. KOHN & COMPANY 9,341$245,2840.09%
Formidable Asset Management, LLC 10,410$273,3670.06%
Institute for Wealth Management, LLC. 10,868$285,3940.05%
DFPG INVESTMENTS, LLC 9,670$256,4480.02%
View complete list of HANCOCK JOHN FINL OPPTYS FD shareholders