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 2022
Institutional positions in Eaton Vance Floating-Rate Income Trust as of Mar 31, 2022. 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
- 81
- +7 vs. Q4 2021
- Shares held
- 8.83M
- +810.8K (+10.1%) vs. Q4 2021
- Total value
- $115.1M
- −$5.74M (−4.7%) vs. Q4 2021
- New holders
- 18
- 27 more added
- Sold out
- 11
- 14 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 15 | $0 | 0.00% | −310−95.4% | Reduced |
| Gradient Investments LLC | 188 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 277 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 325 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 519 | $7.00K | 0.00% | +9+1.8% | Added |
| Fifth Third Bancorp | 675 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 693 | $9.00K | 0.01% | +8+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 756 | $10.0K | 0.00% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 884 | $11.0K | 0.00% | +884 | New |
| Allworth Financial LP | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,395 | $18.4K | 0.00% | +24+1.8% | Added |
| Roble, Belko & Company, Inc | 1,769 | $23.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,222 | $29.0K | 0.00% | +38+1.7% | Added |
| Atticus Wealth Management, LLC | 2,160 | $29.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,676 | $62.0K | 0.03% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 6,579 | $87.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 9,935 | $131.0K | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 10,150 | $134.0K | 0.00% | +10,150 | New |
| Parallel Advisors, LLC | 10,790 | $141.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,821 | $143.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 11,004 | $145.0K | 0.01% | −700−6.0% | Reduced |
| Virtu Financial LLC | 10,940 | $145.0K | 0.01% | +10,940 | New |
| Raymond James Trust Co. of NH | 11,518 | $152.0K | 1.00% | +11,518 | New |
| Twin Focus Capital Partners, LLC | 11,800 | $156.0K | 0.03% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 13,000 | $184.0K | 0.07% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 14,000 | $185.0K | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 13,352 | $189.0K | 0.00% | +13,352 | New |
| Millennium Management LLC | 15,360 | $203.0K | 0.00% | +15,360 | New |
| Eaton Vance Management | 15,790 | $209.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,150 | $213.0K | 0.00% | +16,150 | New |
| Steel Peak Wealth Management LLC | 16,943 | $224.0K | 0.01% | +382+2.3% | Added |
| Commonwealth Equity Services, LLC | 17,537 | $231.0K | 0.00% | +574+3.4% | Added |
| Shufro Rose & Co LLC | 17,680 | $234.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 19,600 | $259.0K | 0.02% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 20,800 | $275.0K | 0.15% | −17,005−45.0% | Reduced |
| WESCAP Management Group, Inc. | 21,434 | $283.0K | 0.08% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 21,995 | $291.0K | 0.05% | +21,995 | New |
| Bard Associates Inc | 22,425 | $296.0K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,888 | $343.0K | 0.00% | −5,356−17.1% | Reduced |
| Ameriprise Financial Inc | 28,524 | $377.0K | 0.00% | −8,403−22.8% | Reduced |
| Atria Wealth Solutions, Inc. | 28,564 | $378.0K | 0.01% | +28,564 | New |
| OTA Financial Group L.P. | 29,221 | $386.0K | 0.25% | +29,221 | New |
| Cornerstone Wealth Management, LLC | 30,052 | $397.0K | 0.04% | −3,127−9.4% | Reduced |
| Goldman Sachs Group Inc | 31,247 | $413.0K | 0.00% | +31,247 | New |
| Virtus ETF Advisers LLC | 32,228 | $426.0K | 0.19% | +6,650+26.0% | Added |
| Capital Investment Advisors, LLC | 33,990 | $449.0K | 0.01% | +84+0.2% | Added |
| Landscape Capital Management, L.L.C. | 35,872 | $474.0K | 0.06% | +35,872 | New |
| The PNC Financial Services Group, Inc. | 37,551 | $498.0K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 39,610 | $524.0K | 0.04% | +39,610 | New |
| Wealthspire Advisors, LLC | 44,254 | $585.0K | 0.01% | −18,500−29.5% | Reduced |
| Wells Fargo & Company | 49,409 | $653.0K | 0.00% | −15,194−23.5% | Reduced |
| Garner Asset Management Corp | 51,565 | $682.0K | 0.27% | +1,900+3.8% | Added |
| Koshinski Asset Management, Inc. | 52,640 | $695.9K | 0.06% | +2,752+5.5% | Added |
| AEGON USA Investment Management, LLC | 52,735 | $697.0K | 0.33% | +52,735 | New |
| HBK Sorce Advisory LLC | 58,353 | $771.0K | 0.04% | +5,170+9.7% | Added |
| Blodgett Wealth Advisors, LLC | 64,750 | $856.0K | 0.71% | +2,500+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 68,305 | $903.0K | 0.00% | +13,858+25.5% | Added |
| Wolverine Asset Management LLC | 81,325 | $1.07M | 0.01% | +81,325 | New |
| Stifel Financial Corp | 85,799 | $1.13M | 0.00% | +10,117+13.4% | Added |
| Circle Wealth Management, LLC | 87,847 | $1.16M | 0.15% | +56,366+179.0% | Added |
| Regions Financial Corp | 100,000 | $1.32M | 0.01% | +25,000+33.3% | Added |
| Rock Creek Group, LP | 129,029 | $1.34M | 0.18% | +129,029 | New |
| Truist Financial Corp | 118,748 | $1.57M | 0.00% | +910+0.8% | Added |
| Shaker Financial Services, LLC | 127,063 | $1.68M | 0.63% | +127,063 | New |
| Intersect Capital LLC | 149,206 | $1.97M | 0.38% | −4,232−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 152,244 | $2.01M | 0.00% | +5,601+3.8% | Added |
| LPL Financial LLC | 153,093 | $2.02M | 0.00% | +8,834+6.1% | Added |
| Apollon Wealth Management, LLC | 161,080 | $2.13M | 0.15% | +10,220+6.8% | Added |
| Rockefeller Capital Management L.P. | 214,612 | $2.84M | 0.01% | −5,900−2.7% | Reduced |
| Royal Bank of Canada | 218,862 | $2.89M | 0.00% | −4,157−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 238,956 | $3.16M | 0.01% | −192,395−44.6% | Reduced |
| Envestnet Asset Management Inc | 262,271 | $3.47M | 0.00% | −145,528−35.7% | Reduced |
| UBS Group AG | 302,991 | $4.01M | 0.00% | −24,058−7.4% | Reduced |
| Invesco Ltd. | 380,417 | $5.03M | 0.00% | +671+0.2% | Added |
| Guggenheim Capital LLC | 516,263 | $6.83M | 0.04% | +93,841+22.2% | Added |
| Marble Harbor Investment Counsel, LLC | 518,578 | $6.86M | 0.85% | +8,171+1.6% | Added |
| Raymond James & Associates | 686,494 | $9.08M | 0.01% | +6,738+1.0% | Added |
| Morgan Stanley | 1,354,576 | $17.9M | 0.00% | +196,782+17.0% | Added |
| Bank of America Corp | 1,543,749 | $20.4M | 0.00% | +200,408+14.9% | Added |
| Tredje AP-fonden | 92,080 | – | – | +92,080 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −95,583−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −13,903−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −9,630−100.0% | Sold out |
| Foresight Capital Management Advisors, Inc. | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |