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.
Q4 2021 vs. Q3 2021
How the institutions holding Eaton Vance Floating-Rate Income Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 81 | 75 | −6 |
| Shares | 8.74M | 8.04M | −702.1K (−8.0%) |
| Value | $127.4M | $121.2M | −$6.14M (−4.8%) |
New holders (12)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Apollon Wealth Management, LLC | 150,860 | $2.27M | 0.18% |
| Blodgett Wealth Advisors, LLC | 62,250 | $939.0K | 0.74% |
| Circle Wealth Management, LLC | 31,481 | $475.0K | 0.06% |
| Commonwealth Equity Services, LLC | 16,963 | $255.0K | 0.00% |
| Steel Peak Wealth Management LLC | 16,561 | $250.0K | 0.02% |
| Widmann Financial Services, Inc. | 9,630 | $145.0K | 0.12% |
| Foresight Capital Management Advisors, Inc. | 2,825 | $43.0K | 0.04% |
| Amplius Wealth Advisors, LLC | 705 | $10.0K | 0.00% |
| Sandy Cove Advisors, LLC | 685 | $10.0K | 0.01% |
| Snowden Capital Advisors LLC | 500 | $7.00K | 0.00% |
| Howe & Rusling Inc | 362 | $5.00K | 0.00% |
| CoreCap Advisors, LLC | 10 | – | – |
Sold out (18)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Penserra Capital Management LLC | 652,388 | $9.51M |
| Invesco Senior Secured Management Inc | 571,049 | $8.32M |
| Kestra Advisory Services, LLC | 33,218 | $484.0K |
| HRT Financial LP | 21,800 | $317.0K |
| Virtu Financial LLC | 18,555 | $270.0K |
| OTA Financial Group L.P. | 15,009 | $218.0K |
| Dynamic Advisor Solutions LLC | 13,740 | $200.0K |
| Jane Street Group, LLC | 11,993 | $175.0K |
| ExodusPoint Capital Management, LP | 12,000 | $175.0K |
| Beacon Pointe Advisors, LLC | 11,410 | $166.0K |
| Cetera Advisor Networks LLC | 10,350 | $151.0K |
| FNY Investment Advisers, LLC | 5,725 | $83.0K |
| Citigroup Inc | 2,667 | $39.0K |
| Total Clarity Wealth Management, Inc. | 2,043 | $30.0K |
| Barrett Asset Management, LLC | 1,120 | $16.0K |
| Northwestern Mutual Wealth Management Co | 314 | $5.00K |
| Firestone Capital Management | 259 | $4.00K |
| FMR LLC | 1 | $0 |