Security key
409735206
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q1 2026 13F Holders as of 31 Mar 2026
- Security type / class
- Equity / Common
- Total 13F shares
- 4,071,194
- Total 13F value
- $146,032,280
- Share change
- -160,965
- SEC-reported price per share
- $35.87
- Number of holders
- 79
- Value change
- -$5,663,298
- Number of buys
- 39
- Number of sells
- 33
- Shares outstanding
- 19,806,989
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2026
Institutions
79
Top holders
10
BTO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
Previous quarter: Q4 2025
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 409735206
Recent filing periods:
Ownership snapshot
Top reported holders of BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FIRST TRUST PORTFOLIOS LP
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Dec 2025
13D/G
13F
Lead comparable stake: 5.4%
13D/G row: FIRST TRUST PORTFOLIOS LP
Showing 1-6 of 15 holder rows.
Quick read
FIRST TRUST PORTFOLIOS LP leads the comparable SEC ownership view at 5.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FIRST TRUST PORTFOLIOS LP's linked filing trail.
Comparable ownership
Top 5
FIRST TRUST PORTFOLIOS LP
5.4%
MORGAN STANLEY
6%
WELLS FARGO & COMPANY/MN
3.4%
Z3 Capital Partners, LLC
2%
ROYAL BANK OF CANADA
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
First Trust Portfolios L.P.
|
5.4%
|
$37,381,809
1,065,616 shares
|
$0 | 31 Dec 2025 |
| MORGAN STANLEY |
13F
Company
|
6%
|
$41,729,534
1,189,553 shares
|
— | 31 Dec 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
3.4%
|
$23,405,074
667,192 shares
|
— | 31 Dec 2025 |
| Z3 Capital Partners, LLC |
13F
Company
|
2%
|
$14,157,870
403,588 shares
|
— | 31 Dec 2025 |
| ROYAL BANK OF CANADA |
13F
Company
|
1.3%
|
$9,098,000
259,361 shares
|
— | 31 Dec 2025 |
| Janney Montgomery Scott LLC |
13F
Company
|
0.99%
|
$6,897,000
196,609 shares
|
— | 31 Dec 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
79
Shares
4,071,194
Rows available
79
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
85
Q1 2026 holders
79
Holder diff
-6
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend