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 | $245,284 | -1.0% | 9,341 | +1.1% | 0.09% | -4.3% |
Q2 2023 | $247,833 | -7.2% | 9,241 | +5.6% | 0.09% | -15.3% |
Q1 2023 | $267,183 | -10.8% | 8,749 | -2.7% | 0.11% | -20.7% |
Q4 2022 | $299,410 | +14.3% | 8,989 | +8.5% | 0.14% | +9.4% |
Q3 2022 | $262,000 | -15.2% | 8,288 | -0.2% | 0.13% | -11.1% |
Q2 2022 | $309,000 | -7.5% | 8,305 | 0.0% | 0.14% | +11.6% |
Q1 2022 | $334,000 | – | 8,305 | – | 0.13% | – |
Download |
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% |