Creative Planning - HANCOCK JOHN FINL OPPTYS FD ownership

HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 64 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of HANCOCK JOHN FINL OPPTYS FD
ValueSharesWeighting
Q2 2022$215,000
-7.7%
5,7840.0%0.00%
Q1 2022$233,000
-33.8%
5,784
-23.4%
0.00%
-100.0%
Q4 2021$352,000
+9.7%
7,5500.0%0.00%0.0%
Q3 2021$321,000
+48.6%
7,550
+31.3%
0.00%
Q2 2021$216,000
-7.3%
5,750
-5.0%
0.00%
Q1 2021$233,000
-47.8%
6,055
-49.8%
0.00%
-100.0%
Q3 2018$446,000
+7.7%
12,053
+8.2%
0.00%0.0%
Q2 2018$414,000
+263.2%
11,135
+250.9%
0.00%
+100.0%
Q2 2017$114,000
+7.5%
3,173
+1.7%
0.00%0.0%
Q1 2017$106,000
-0.9%
3,120
+5.6%
0.00%0.0%
Q4 2016$107,000
+40.8%
2,954
+8.4%
0.00%
Q3 2016$76,000
+8.6%
2,7250.0%0.00%
-100.0%
Q2 2016$70,000
+14.8%
2,725
+9.0%
0.00%
Q1 2016$61,000
-37.8%
2,500
-28.6%
0.00%
-100.0%
Q4 2015$98,000
+55.6%
3,500
+40.0%
0.00%0.0%
Q3 2015$63,000
+34.0%
2,500
+25.0%
0.00%
Q1 2015$47,0000.0%2,0000.0%0.00%
Q4 2014$47,000
+17.5%
2,000
+10.4%
0.00%
Q3 2014$40,000
-24.5%
1,811
-20.9%
0.00%
-100.0%
Q2 2014$53,000
-20.9%
2,289
-18.1%
0.00%0.0%
Q1 2014$67,000
+1.5%
2,7950.0%0.00%0.0%
Q4 2013$66,000
+10.0%
2,7950.0%0.00%0.0%
Q3 2013$60,000
+42.9%
2,795
+43.3%
0.00%0.0%
Q2 2013$42,0001,9500.00%
Other shareholders
HANCOCK JOHN FINL OPPTYS FD shareholders Q3 2022
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