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 2022 vs. Q3 2022
How the institutions holding Eaton Vance Floating-Rate Income Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 84 | 3 | 92 | +11 |
| Shares | 10.7M | 34.6K | 11.8M | +1.09M (+10.2%) |
| Value | $119.6M | $393.5K | $128.8M | +$9.66M (+8.1%) |
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kennedy Investment Group | 420,117 | $4.66M | 2.97% |
| Sather Financial Group Inc | 326,977 | $3.63M | 0.30% |
| 1607 Capital Partners, LLC | 269,900 | $2.99M | 0.21% |
| Rivernorth Capital Management, LLC | 243,868 | $2.70M | 0.12% |
| Sit Investment Associates Inc | 107,407 | $1.19M | 0.03% |
| Wolverine Asset Management LLC | 68,473 | $759.4K | 0.01% |
| Melfa Wealth Management, LLC | 36,827 | $408.4K | 0.43% |
| Susquehanna International Group, LLP | 26,815 | $297.4K | 0.00% |
| CSS LLC | 19,262 | $213.6K | 0.01% |
| Virtu Financial LLC | 17,848 | $198.0K | 0.03% |
| Elequin Capital LP | 11,129 | $123.4K | 0.03% |
| United Community Bank | 3,759 | $41.7K | 0.04% |
| Advisory Services Network, LLC | 2,705 | $30.0K | 0.00% |
| Belpointe Asset Management LLC | 2,624 | $29.1K | 0.00% |
| Caldwell Sutter Capital, Inc. | 812 | $9.01K | 0.01% |
| EverSource Wealth Advisors, LLC | 375 | $4.16K | 0.00% |
| Comerica Securities,inc. | 200 | $2.23K | 0.00% |
| CoreCap Advisors, LLC | 11 | $130 | 0.00% |
| GWM Advisors LLC | 6,827 | $76 | 0.00% |
| Huntington National Bank | – | $22 | 0.00% |
Sold out (9)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| OTA Financial Group L.P. | 19,557 | $222.0K |
| Private Advisor Group, LLC | 15,488 | $176.0K |
| LeJeune Puetz Investment Counsel LLC | 14,500 | $165.0K |
| Raymond James Trust Co. of NH | 11,518 | $131.0K |
| Wealthspire Advisors, LLC | 10,754 | $122.0K |
| AE Wealth Management LLC | 10,395 | $118.0K |
| First Horizon Advisors, Inc. | 2,805 | $31.0K |
| Montag A & Associates Inc | 2,309 | $26.0K |
| Hudock, Inc. | 277 | $3.00K |
Not filed for Q4 2022 yet (3)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Cornerstone Wealth Management, LLC | 17,391 | $198.0K |
| Eaton Vance Management | 15,790 | $179.0K |
| American Portfolios Advisors | 1,449 | $16.5K |