Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2022

Institutional positions in Eaton Vance Floating-Rate Income Trust as of Jun 30, 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
82
+1 vs. Q1 2022
Shares held
10.5M
+1.70M (+19.2%) vs. Q1 2022
Total value
$119.9M
+$4.78M (+4.2%) vs. Q1 2022
New holders
10
32 more added
Sold out
9
19 more reduced

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 82 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 heldQ2 2022: $119.9M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q1 2022.

Institutions holding EFT in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp1,786,329$21.0M0.00%+242,580+15.7%Added
Morgan Stanley1,199,648$14.1M0.00%−154,928−11.4%Reduced
Rock Creek Group, LP1,375,926$13.2M1.53%+1,246,897+966.4%Added
Raymond James & Associates730,949$8.61M0.01%+44,455+6.5%Added
Guggenheim Capital LLC584,028$6.88M0.05%+67,765+13.1%Added
Marble Harbor Investment Counsel, LLC516,997$6.09M0.93%−1,581−0.3%Reduced
Invesco Ltd.467,531$5.51M0.00%+87,114+22.9%Added
Raymond James Financial Services Advisors, Inc.322,389$3.80M0.01%+170,145+111.8%Added
UBS Group AG300,313$3.54M0.00%−2,678−0.9%Reduced
Oaktree Capital Management LPSuperinvestorOaktree Capital253,979$2.99M0.04%+253,979New
Royal Bank of Canada226,039$2.66M0.00%+7,177+3.3%Added
Rockefeller Capital Management L.P.207,902$2.45M0.01%−6,710−3.1%Reduced
Shaker Financial Services, LLC166,876$1.97M0.96%+39,813+31.3%Added
LPL Financial LLC160,078$1.89M0.00%+6,985+4.6%Added
Intersect Capital LLC153,536$1.81M0.55%+4,330+2.9%Added
Apollon Wealth Management, LLC152,606$1.80M0.15%−8,474−5.3%Reduced
Truist Financial Corp114,375$1.35M0.00%−4,373−3.7%Reduced
Circle Wealth Management, LLC109,783$1.29M0.21%+21,936+25.0%Added
Stifel Financial Corp102,761$1.21M0.00%+16,962+19.8%Added
Regions Financial Corp100,000$1.18M0.01%00.0%Unchanged
Next Capital Management LLC93,811$1.10M0.82%+93,811New
Cambridge Investment Research Advisors, Inc.78,827$929.0K0.01%+10,522+15.4%Added
AEGON USA Investment Management, LLC67,882$800.0K0.43%+15,147+28.7%Added
Envestnet Asset Management Inc66,948$789.0K0.00%−195,323−74.5%Reduced
Advisor Group Holdings, Inc.64,344$758.0K0.00%−174,612−73.1%Reduced
HBK Sorce Advisory LLC62,378$735.0K0.05%+4,025+6.9%Added
Garner Asset Management Corp59,965$706.0K0.31%+8,400+16.3%Added
Landscape Capital Management, L.L.C.55,597$655.0K0.09%+19,725+55.0%Added
Koshinski Asset Management, Inc.54,306$640.0K0.06%+1,666+3.2%Added
Advisors Asset Management, Inc.49,787$586.0K0.01%+49,787New
Blodgett Wealth Advisors, LLC44,750$527.0K0.58%−20,000−30.9%Reduced
Wolverine Asset Management LLC41,544$489.0K0.01%−39,781−48.9%Reduced
Parsons Capital Management Inc40,820$481.0K0.04%+1,210+3.1%Added
Wells Fargo & Company40,468$477.0K0.00%−8,941−18.1%Reduced
The PNC Financial Services Group, Inc.37,951$446.0K0.00%+400+1.1%Added
Virtus ETF Advisers LLC36,098$425.0K0.16%+3,870+12.0%Added
Ameriprise Financial Inc35,296$422.0K0.00%+6,772+23.7%Added
Capital Investment Advisors, LLC34,086$402.0K0.01%+96+0.3%Added
Goldman Sachs Group Inc31,247$368.0K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.31,176$367.0K0.01%+2,612+9.1%Added
Cornerstone Wealth Management, LLC29,454$347.0K0.04%−598−2.0%Reduced
Bard Associates Inc22,425$264.0K0.11%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.20,734$244.0K0.01%+9,730+88.4%Added
WESCAP Management Group, Inc.19,854$233.0K0.08%−1,580−7.4%Reduced
Integrated Advisors Network LLC19,600$231.0K0.02%00.0%Unchanged
Wealthspire Advisors, LLC19,254$227.0K0.00%−25,000−56.5%Reduced
Shufro Rose & Co LLC17,680$208.0K0.02%00.0%Unchanged
Commonwealth Equity Services, LLC17,034$200.0K0.00%−503−2.9%Reduced
Allworth Financial LP15,851$187.0K0.00%+14,851+1,485.1%Added
Eaton Vance Management15,790$186.0K0.00%00.0%Unchanged
LeJeune Puetz Investment Counsel LLC14,000$164.0K0.06%00.0%Unchanged
Asset Allocation & Management Company, LLC13,000$164.0K0.07%00.0%Unchanged
Bank of New York Mellon Corp13,830$163.0K0.00%−2,320−14.4%Reduced
Cetera Advisors LLC13,725$162.0K0.00%+13,725New
Lumature Wealth Partners, LLC12,579$148.0K0.07%+6,000+91.2%Added
Dynamic Advisor Solutions LLC12,296$145.0K0.01%+12,296New
Steel Peak Wealth Management LLC11,843$140.0K0.01%−5,100−30.1%Reduced
Twin Focus Capital Partners, LLC11,800$139.0K0.03%00.0%Unchanged
Raymond James Trust Co. of NH11,518$136.0K1.12%00.0%Unchanged
J.W. Cole Advisors, Inc.10,821$127.0K0.01%00.0%Unchanged
SeaCrest Wealth Management, LLC8,083$95.0K0.01%+8,083New
Parallel Advisors, LLC7,790$92.0K0.00%−3,000−27.8%Reduced
Addison Advisors LLC7,210$85.0K0.05%−2,725−27.4%Reduced
Private Trust Co NA6,785$80.0K0.01%+6,785New
Carmichael Hill & Associates, Inc.4,676$55.0K0.03%00.0%Unchanged
Steward Partners Investment Advisory, LLC4,324$51.0K0.00%+4,324New
Montag A & Associates Inc2,264$27.0K0.00%+42+1.9%Added
Atticus Wealth Management, LLC2,160$25.0K0.01%00.0%Unchanged
Roble, Belko & Company, Inc1,769$21.0K0.00%00.0%Unchanged
American Portfolios Advisors1,421$16.7K0.00%+26+1.9%Added
Geneos Wealth Management Inc.884$10.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC758$9.00K0.00%+2+0.3%Added
Fifth Third Bancorp675$8.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC529$6.00K0.00%+10+1.9%Added
CWM, LLC530$6.00K0.00%+530New
Key Financial Inc325$4.00K0.00%00.0%Unchanged
Spire Wealth Management330$4.00K0.00%00.0%Unchanged
Hudock, Inc.277$3.00K0.00%00.0%Unchanged
Gradient Investments LLC188$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC106$1.00K0.00%+91+606.7%Added
CoreCap Advisors, LLC11$00.00%+11New
Tredje AP-fonden92,080––00.0%Unchanged
OTA Financial Group L.P.0$00.00%−29,221−100.0%Sold out
Private Advisor Group, LLC0$00.00%−25,888−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−21,995−100.0%Sold out
Andesa Financial Management Inc.0$00.00%−20,800−100.0%Sold out
Millennium Management LLC0$00.00%−15,360−100.0%Sold out
Barclays PLC0$00.00%−13,352−100.0%Sold out
Virtu Financial LLC0$00.00%−10,940−100.0%Sold out
HRT Financial LP0$00.00%−10,150−100.0%Sold out
Sandy Cove Advisors, LLC0$00.00%−693−100.0%Sold out