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, Q4 2021
Institutional positions in Eaton Vance Floating-Rate Income Trust as of Dec 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
- 75
- −6 vs. Q3 2021
- Shares held
- 8.04M
- −702.1K (−8.0%) vs. Q3 2021
- Total value
- $121.2M
- −$6.14M (−4.8%) vs. Q3 2021
- New holders
- 12
- 27 more added
- Sold out
- 18
- 11 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 82 | $100.4M |
| Q1 2026 | 87 | $98.8M |
| Q4 2025 | 94 | $108.0M |
| Q3 2025 | 79 | $99.7M |
| Q2 2025 | 79 | $103.8M |
| Q1 2025 | 79 | $98.7M |
| Q4 2024 | 75 | $97.3M |
| Q3 2024 | 81 | $96.6M |
| Q2 2024 | 71 | $95.0M |
| Q1 2024 | 69 | $97.1M |
| Q4 2023 | 81 | $96.5M |
| Q3 2023 | 83 | $119.0M |
| Q2 2023 | 90 | $118.6M |
| Q1 2023 | 96 | $126.1M |
| Q4 2022 | 92 | $128.8M |
| Q3 2022 | 84 | $119.6M |
| Q2 2022 | 82 | $119.9M |
| Q1 2022 | 81 | $115.1M |
| Q4 2021 | 75 | $121.2M |
| Q3 2021 | 81 | $127.4M |
| Q2 2021 | 86 | $262.3M |
| Q1 2021 | 92 | $262.6M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 188 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 277 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 325 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 325 | $5.00K | 0.00% | +310+2,066.7% | Added |
| Howe & Rusling Inc | 362 | $5.00K | 0.00% | +362 | New |
| Snowden Capital Advisors LLC | 500 | $7.00K | 0.00% | +500 | New |
| Baystate Wealth Management LLC | 510 | $8.00K | 0.00% | +8+1.6% | Added |
| Fifth Third Bancorp | 675 | $10.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 705 | $10.0K | 0.00% | +705 | New |
| Sandy Cove Advisors, LLC | 685 | $10.0K | 0.01% | +685 | New |
| Patriot Financial Group Insurance Agency, LLC | 755 | $11.0K | 0.00% | +2+0.3% | Added |
| Allworth Financial LP | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,371 | $20.7K | 0.00% | +21+1.6% | Added |
| Wagner Wealth Management, LLC | 1,533 | $23.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,769 | $27.0K | 0.01% | −402−18.5% | Reduced |
| Montag A & Associates Inc | 2,184 | $33.0K | 0.00% | +34+1.6% | Added |
| Atticus Wealth Management, LLC | 2,160 | $33.0K | 0.01% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 2,825 | $43.0K | 0.04% | +2,825 | New |
| Carmichael Hill & Associates, Inc. | 4,676 | $71.0K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 6,579 | $99.0K | 0.04% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 9,630 | $145.0K | 0.12% | +9,630 | New |
| Addison Advisors LLC | 9,935 | $150.0K | 0.09% | 00.0% | Unchanged |
| Geneva Partners, LLC | 10,000 | $151.0K | 0.08% | −5,000−33.3% | Reduced |
| J.W. Cole Advisors, Inc. | 10,821 | $163.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,790 | $163.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 11,704 | $176.0K | 0.01% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 11,800 | $178.0K | 0.04% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 13,000 | $188.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,903 | $210.0K | 0.01% | +230+1.7% | Added |
| Centaurus Financial, Inc. | 14,000 | $211.0K | 0.02% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 14,000 | $211.0K | 0.07% | 00.0% | Unchanged |
| Eaton Vance Management | 15,790 | $238.0K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 16,561 | $250.0K | 0.02% | +16,561 | New |
| Commonwealth Equity Services, LLC | 16,963 | $255.0K | 0.00% | +16,963 | New |
| Shufro Rose & Co LLC | 17,680 | $267.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 19,600 | $296.0K | 0.02% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 21,434 | $323.0K | 0.09% | 00.0% | Unchanged |
| Bard Associates Inc | 22,425 | $338.0K | 0.11% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 23,561 | $355.0K | 0.02% | +16,381+228.1% | Added |
| Virtus ETF Advisers LLC | 25,578 | $386.0K | 0.15% | −3,618−12.4% | Reduced |
| Private Advisor Group, LLC | 31,244 | $471.0K | 0.00% | −18,216−36.8% | Reduced |
| Circle Wealth Management, LLC | 31,481 | $475.0K | 0.06% | +31,481 | New |
| Cornerstone Wealth Management, LLC | 33,179 | $501.0K | 0.05% | +259+0.8% | Added |
| Capital Investment Advisors, LLC | 33,906 | $511.0K | 0.02% | −183−0.5% | Reduced |
| Ameriprise Financial Inc | 36,927 | $557.0K | 0.00% | +14,524+64.8% | Added |
| The PNC Financial Services Group, Inc. | 37,551 | $565.0K | 0.00% | +30,000+397.3% | Added |
| Andesa Financial Management Inc. | 37,805 | $570.0K | 0.28% | 00.0% | Unchanged |
| Garner Asset Management Corp | 49,665 | $749.0K | 0.31% | +3,650+7.9% | Added |
| Koshinski Asset Management, Inc. | 49,888 | $752.3K | 0.06% | +7,566+17.9% | Added |
| HBK Sorce Advisory LLC | 53,183 | $802.0K | 0.04% | +10,670+25.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,447 | $821.0K | 0.00% | +19,950+57.8% | Added |
| Blodgett Wealth Advisors, LLC | 62,250 | $939.0K | 0.74% | +62,250 | New |
| Wealthspire Advisors, LLC | 62,754 | $946.0K | 0.02% | +4,242+7.2% | Added |
| Wells Fargo & Company | 64,603 | $974.0K | 0.00% | −3,785−5.5% | Reduced |
| Regions Financial Corp | 75,000 | $1.13M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 75,682 | $1.14M | 0.00% | +11,288+17.5% | Added |
| Advisors Asset Management, Inc. | 95,583 | $1.44M | 0.02% | −38,245−28.6% | Reduced |
| Truist Financial Corp | 117,838 | $1.78M | 0.00% | +9,923+9.2% | Added |
| LPL Financial LLC | 144,259 | $2.17M | 0.00% | +27,187+23.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 146,643 | $2.21M | 0.00% | +19,498+15.3% | Added |
| Apollon Wealth Management, LLC | 150,860 | $2.27M | 0.18% | +150,860 | New |
| Intersect Capital LLC | 153,438 | $2.31M | 0.43% | −60,610−28.3% | Reduced |
| Rockefeller Capital Management L.P. | 220,512 | $3.33M | 0.02% | −8,574−3.7% | Reduced |
| Royal Bank of Canada | 223,019 | $3.36M | 0.00% | +6,298+2.9% | Added |
| UBS Group AG | 327,049 | $4.93M | 0.00% | −20,771−6.0% | Reduced |
| Invesco Ltd. | 379,746 | $5.73M | 0.00% | +1,193+0.3% | Added |
| Envestnet Asset Management Inc | 407,799 | $6.15M | 0.00% | +103,262+33.9% | Added |
| Guggenheim Capital LLC | 422,422 | $6.37M | 0.03% | +93,108+28.3% | Added |
| Advisor Group Holdings, Inc. | 431,351 | $6.50M | 0.01% | +92,685+27.4% | Added |
| Marble Harbor Investment Counsel, LLC | 510,407 | $7.70M | 0.90% | +942+0.2% | Added |
| Raymond James & Associates | 679,756 | $10.3M | 0.01% | +28,613+4.4% | Added |
| Morgan Stanley | 1,157,794 | $17.5M | 0.00% | +91,815+8.6% | Added |
| Bank of America Corp | 1,343,341 | $20.3M | 0.00% | −45,497−3.3% | Reduced |
| CoreCap Advisors, LLC | 10 | – | – | +10 | New |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −652,388−100.0% | Sold out |
| Invesco Senior Secured Management Inc | 0 | $0 | 0.00% | −571,049−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −33,218−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,555−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −15,009−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −13,740−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,993−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,350−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |