John Hancock Financial Opportunities Fund

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John Hancock Financial Opportunities Fund
TickerBTO
CIK #0000925683
CUSIP409735206
Sector -
Addressc/o John Hancock Investment Management 200 Berkeley Street, Boston, MA 02116
Source [EDGAR]
CIK Filing 2011 - 2026
[0000925683] 3
[0000925683] 4
[0000925683] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
First Trust Portfolios LP John Hancock Financial Opportunities Fund [2026-01-30] 0.0
Morgan Stanley John Hancock Financial Opportunities Fund [2014-02-10] 5.1
First Trust Portfolios LP John Hancock Bank & Thrift Opportunity Fund [2012-01-12] 6.4
Form 3/4/5 Filer 2011 - 2026
John Hancock Financial Opportunities Fund
Hurtsellers Christine
Phelan Kenneth J
Georgountzos Effie
Wright Thomas Rowe
Bacic William K
McKee Noni Ellison
Nataupsky Jeff
Carrington Patricia
Silva Fernando A
McCubbin Terence A
Garfield Dean
McFetridge Andy
Feinberg Kristie
Lo York
Hayes Kathryn
Lizarraga Patricia
Lorentz Paul
Pruchansky Steven R
Pigott Arthur
Gibbons Glen J
Rathke Frances G
MacPhee Brian
Speer Sean
Tassinari Michael
Pompilio Christopher
Bascom Brittany
Swanberg Trevor
Harrison Marianne
MacDonnell Patrick
D'souza Melvyn
von dem Hagen Halina
Deroian Steve
McClellan Hassell H
Macdonald Edward P
Billick Angela
Boyle James
Ballard Alison
Sechler Christopher
Aronowitz Jay
Seel Betsy Anne
Hoffman Theron S
Bardelis Charles L
FEY Grace K
Walters Gina Goldych
Fontana Phil
Kinzler Thomas M
Burgess Peter S
Russo Gregory A
Oates James M
Thomson Warren A
Bromley Craig
Cunningham William H Dr
Vrysen John G
Grindel Beth
Moore Steven
Bruntrager Edward C Jr
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Phelan Kenneth J
Common Shares of Beneficial Interest
2026-01-26 Buy 269.57 $37.10 10,001
Wright Thomas Rowe
Common Shares of Beneficial Interest
2025-04-08 Buy 378 $29.55 11,170
Bacic William K
common shares of beneficial interest
2025-01-14 Buy 288 $34.70 9,994
McKee Noni Ellison
Common Shares of Beneficial Interest
2024-12-23 Buy 315 $35.90 11,308
Garfield Dean
Common Shares of Beneficial Ownership
2024-01-02 Buy 512.96 $30.55 15,671
McKee Noni Ellison
Common Shares of Beneficial Interest
2023-10-12 Buy 100 $24.48 2,448
McKee Noni Ellison
Common Shares of Beneficial Interest
2023-10-12 Buy 254 $25.52 6,482
McKee Noni Ellison
Common Shares of Beneficial Interest
2023-10-12 Buy 2 $25.50 51
McKee Noni Ellison
Common Shares of Beneficial Interest
2023-10-12 Buy 76 $25.52 1,940
Pruchansky Steven R
common shares of beneficial interest
2022-08-05 Sell 1,091 $37.94 41,393
Rathke Frances G
common shares of benefical interest
2020-11-17 Buy 367 $27.27 10,008
McClellan Hassell H
common shares of beneficial interest
2016-09-30 Sell 147 $27.46 4,037
Boyle James
common shares of beneficial interest
2016-01-04 Buy 548 $27.37 14,999
Hoffman Theron S
common shares of beneficial interest
2013-11-19 Sell 81 $22.22 1,800
Bardelis Charles L
common shares of beneficial interest
2013-11-18 Buy 300 $22.18 6,654
FEY Grace K
common shares of beneficial interest
2013-11-12 Sell 73 $21.71 1,585
McClellan Hassell H
common shares of beneficial interest
2013-04-04 Buy 444 $20.32 9,022
McClellan Hassell H
common shares of beneficial interest
2013-04-04 Buy 100 $20.32 2,032
Kinzler Thomas M
common shares of beneficial interest
2013-03-04 Buy 100 $19.91 1,991
Kinzler Thomas M
common shares of beneficial interest
2013-03-04 Buy 150 $19.92 2,988
showing 20 of 29 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 79 3,878,052
2025-12-31 85 4,038,335
2025-09-30 77 3,427,217
2025-06-30 69 4,084,702
2025-03-31 70 3,910,536
2024-12-31 77 4,080,130
2024-09-30 77 4,033,380
2024-06-30 70 3,735,966
2024-03-31 70 6,339,000
2023-12-31 77 5,138,947
2023-09-30 68 3,471,004
2023-06-30 68 3,413,714
Form 13F Holdings
Firm Period DFND Voting Shares
Shaker Financial Services LLC [2026-06-30] SOLE 22,755 22,755
Farther Finance Advisors LLC [2026-06-30] SOLE 0 2,145
Thompson Investment Management Inc [2026-06-30] SOLE 1,616 1,616
Eastern Bank [2026-06-30] DFND 750 750
Toth Financial Advisory Corp [2026-06-30] SOLE 0 505
Spire Wealth Management [2026-06-30] SOLE 0 277
Corecap Advisors LLC [2026-06-30] SOLE 0 50
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