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 | $555,376 | +44.3% | 21,148 | +47.4% | 0.00% | 0.0% |
| Q2 2023 | $384,929 | +14.3% | 14,351 | +30.2% | 0.00% | 0.0% |
| Q1 2023 | $336,760 | -21.3% | 11,026 | -14.3% | 0.00% | 0.0% |
| Q4 2022 | $427,764 | +76.0% | 12,862 | +66.7% | 0.00% | 0.0% |
| Q3 2022 | $243,000 | +4.3% | 7,715 | +22.8% | 0.00% | 0.0% |
| Q2 2022 | $233,000 | -3.3% | 6,283 | +4.5% | 0.00% | – |
| Q1 2022 | $241,000 | -6.2% | 6,013 | +9.2% | 0.00% | – |
| Q4 2021 | $257,000 | +51.2% | 5,506 | +38.9% | 0.00% | – |
| Q3 2021 | $170,000 | +21.4% | 3,965 | +5.6% | 0.00% | – |
| Q2 2021 | $140,000 | -21.8% | 3,755 | -20.0% | 0.00% | – |
| Q1 2021 | $179,000 | +2.3% | 4,696 | -18.8% | 0.00% | – |
| Q4 2020 | $175,000 | +21.5% | 5,784 | -14.5% | 0.00% | – |
| Q3 2020 | $144,000 | -73.8% | 6,768 | -71.7% | 0.00% | -100.0% |
| Q2 2020 | $549,000 | +6.0% | 23,912 | -15.5% | 0.00% | 0.0% |
| Q1 2020 | $518,000 | – | 28,295 | – | 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% |