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Eaton Vance Floating-Rate Income Trust

EFT
Exchange
NYSE
SEC CIK
0001288992

In the last 90 days, Eaton Vance Floating-Rate Income Trust insiders filed 0 open-market purchases and 1 sale; 82 institutions reported holding it in 13F filings for Q2 2026, worth $100.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Floating-Rate Income Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
92
No complete 13F data for Q4 2020
Shares held
18.6M
No complete 13F data for Q4 2020
Total value
$262.6M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 92 institutions
Q1 2021: 92 institutionsQ2 2021: 86 institutionsQ3 2021: 81 institutionsQ4 2021: 75 institutionsQ1 2022: 81 institutionsQ2 2022: 82 institutionsQ3 2022: 84 institutionsQ4 2022: 92 institutionsQ1 2023: 96 institutionsQ2 2023: 90 institutionsQ3 2023: 83 institutionsQ4 2023: 81 institutionsQ1 2024: 69 institutionsQ2 2024: 71 institutionsQ3 2024: 81 institutionsQ4 2024: 75 institutionsQ1 2025: 79 institutionsQ2 2025: 79 institutionsQ3 2025: 79 institutionsQ4 2025: 94 institutionsQ1 2026: 87 institutionsQ2 2026: 82 institutions
Value heldQ1 2021: $262.6M
Q1 2021: $262.6MQ2 2021: $262.3MQ3 2021: $127.4MQ4 2021: $121.2MQ1 2022: $115.1MQ2 2022: $119.9MQ3 2022: $119.6MQ4 2022: $128.8MQ1 2023: $126.1MQ2 2023: $118.6MQ3 2023: $119.0MQ4 2023: $96.5MQ1 2024: $97.1MQ2 2024: $95.0MQ3 2024: $96.6MQ4 2024: $97.3MQ1 2025: $98.7MQ2 2025: $103.8MQ3 2025: $99.7MQ4 2025: $108.0MQ1 2026: $98.8MQ2 2026: $100.4M
Institutions holding EFT and their total value by quarter
QuarterHoldersValue
Q2 202682$100.4M
Q1 202687$98.8M
Q4 202594$108.0M
Q3 202579$99.7M
Q2 202579$103.8M
Q1 202579$98.7M
Q4 202475$97.3M
Q3 202481$96.6M
Q2 202471$95.0M
Q1 202469$97.1M
Q4 202381$96.5M
Q3 202383$119.0M
Q2 202390$118.6M
Q1 202396$126.1M
Q4 202292$128.8M
Q3 202284$119.6M
Q2 202282$119.9M
Q1 202281$115.1M
Q4 202175$121.2M
Q3 202181$127.4M
Q2 202186$262.3M
Q1 202192$262.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EFT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Patriot Financial Group Insurance Agency, LLC100$1.00K0.00%––
Gradient Investments LLC188$3.00K0.00%––
Firestone Capital Management259$4.00K0.00%––
Enterprise Financial Services Corp345$5.00K0.00%––
Spire Wealth Management330$5.00K0.00%––
Certified Advisory Corp650$9.00K0.00%––
International Assets Investment Management, LLC701$9.00K0.00%––
Fifth Third Bancorp675$10.0K0.00%––
Geneos Wealth Management Inc.884$12.0K0.00%––
FNY Investment Advisers, LLC1,004$14.0K0.01%––
Barrett Asset Management, LLC1,120$16.0K0.00%––
American Portfolios Advisors1,311$18.5K0.00%––
Wagner Wealth Management, LLC1,533$22.0K0.02%––
Hudock, Inc.1,921$27.0K0.01%––
Montag A & Associates Inc2,087$29.0K0.00%––
Roble, Belko & Company, Inc2,171$31.0K0.01%––
Atticus Wealth Management, LLC2,185$31.0K0.01%––
Eudaimonia Partners, LLC2,544$36.0K0.01%––
Bank of Montreal3,000$43.0K0.00%––
NEXT Financial Group, Inc3,760$53.0K0.00%––
Barclays PLC4,000$58.0K0.00%––
Carmichael Hill & Associates, Inc.4,676$66.0K0.04%––
Steward Partners Investment Advisory, LLC5,200$73.3K0.00%––
Thomas J. Herzfeld Advisors, Inc.5,366$76.0K0.03%––
Lumature Wealth Partners, LLC6,579$93.0K0.05%––
Sowell Financial Services LLC6,733$96.0K0.00%––
The PNC Financial Services Group, Inc.7,551$106.0K0.00%––
Stephens Inc10,000$141.0K0.00%––
Parallel Advisors, LLC10,790$152.0K0.01%––
Benjamin F. Edwards & Company, Inc.11,204$158.0K0.01%––
Twin Focus Capital Partners, LLC11,800$166.0K0.05%––
Cetera Advisor Networks LLC12,584$177.0K0.00%––
Millennium Management LLC12,628$178.0K0.00%––
Asset Allocation & Management Company, LLC13,000$183.0K0.09%––
Raymond James Trust N.A.13,381$189.0K0.01%––
Centaurus Financial, Inc.14,000$197.0K0.02%––
LeJeune Puetz Investment Counsel LLC14,000$197.0K0.08%––
Dynamic Advisor Solutions LLC14,082$199.0K0.02%––
Citigroup Inc14,188$200.0K0.00%––
Steel Peak Wealth Management LLC14,563$205.0K0.02%––
HBK Sorce Advisory LLC15,625$220.0K0.01%––
Eaton Vance Management15,790$223.0K0.00%––
Ameriprise Financial Inc18,889$266.0K0.00%––
Integrated Advisors Network LLC19,600$276.0K0.03%––
Clough Capital Partners L P19,664$277.0K0.02%––
First Foundation Advisors20,225$285.0K0.01%––
WESCAP Management Group, Inc.21,434$302.0K0.08%––
Rock Point Advisors, LLC21,750$307.0K0.10%––
Bard Associates Inc22,625$319.0K0.12%––
Shufro Rose & Co LLC28,100$396.0K0.03%––
Cornerstone Wealth Management, LLC32,430$457.0K0.05%––
Capital Investment Advisors, LLC35,070$494.0K0.02%––
Koshinski Asset Management, Inc.39,148$552.0K0.06%––
Wealthspire Advisors, LLC42,200$595.0K0.01%––
Garner Asset Management Corp46,015$649.0K0.34%––
Cambridge Investment Research Advisors, Inc.46,124$650.0K0.00%––
Mariner Investment Group LLC63,956$902.0K2.24%––
Regions Financial Corp75,000$1.06M0.01%––
HBK Investments L P75,200$1.06M0.01%––
Envestnet Asset Management Inc75,148$1.06M0.00%––
Stifel Financial Corp78,938$1.11M0.00%––
Raymond James Financial Services Advisors, Inc.80,950$1.14M0.00%––
Circle Wealth Management, LLC94,512$1.33M0.21%––
Wells Fargo & Company105,637$1.49M0.00%––
Truist Financial Corp106,340$1.50M0.00%––
LPL Financial LLC111,163$1.57M0.00%––
Baird Financial Group, Inc.125,932$1.78M0.00%––
JPMorgan Chase & Co150,488$2.12M0.00%––
Advisor Group Holdings, Inc.159,876$2.25M0.01%––
Next Capital Management LLC172,182$2.43M1.58%––
Rockefeller Capital Management L.P.180,384$2.54M0.02%––
Guggenheim Capital LLC180,694$2.55M0.02%––
Royal Bank of Canada194,644$2.74M0.00%––
Advisors Asset Management, Inc.220,507$3.11M0.05%––
Sit Investment Associates Inc231,644$3.27M0.09%––
Intersect Capital LLC238,916$3.37M0.69%––
Relative Value Partners Group, LLC257,020$3.62M0.31%––
Andesa Financial Management Inc.294,940$4.16M1.36%––
Nuveen Asset Management, LLC353,668$4.99M0.00%––
Elliott Investment Management L.P.SuperinvestorElliott Investment Management356,900$5.03M0.06%––
Marble Harbor Investment Counsel, LLC505,888$7.13M0.98%––
UBS Group AG506,237$7.14M0.00%––
Invesco Ltd.540,068$7.62M0.00%––
Invesco Senior Secured Management Inc571,049$8.05M3.60%––
Raymond James & Associates581,769$8.20M0.01%––
Burgundy Asset Management Ltd.874,823$12.3M0.13%––
Lindbrook Capital, LLC943,253$13.3M3.04%––
Oak Hill Advisors LP952,652$13.4M2.56%––
Morgan Stanley1,019,210$14.4M0.00%––
Bank of America Corp1,248,384$17.6M0.00%––
Saba Capital Management, L.P.6,218,811$87.7M3.58%––
Tredje AP-fonden20,300––––