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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 2023

Institutional positions in Eaton Vance Floating-Rate Income Trust as of Jun 30, 2023. 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
90
−6 vs. Q1 2023
Shares held
10.2M
−865.9K (−7.8%) vs. Q1 2023
Total value
$118.6M
−$7.54M (−6.0%) vs. Q1 2023
New holders
4
20 more added
Sold out
10
37 more reduced

Compare with Q1 2023: 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 2023: 90 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 2023: $118.6M
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 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q1 2023.

Institutions holding EFT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$230.00%––
Lindbrook Capital, LLC15$1750.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC100$1.17K0.00%00.0%Unchanged
Gradient Investments LLC188$2.20K0.00%00.0%Unchanged
Capital Analysts, LLC255$3.00K0.00%+255New
Key Financial Inc325$3.80K0.00%00.0%Unchanged
Spire Wealth Management330$3.85K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC375$4.38K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.571$6.67K0.00%−2,105−78.7%Reduced
CWM, LLC584$7.00K0.00%+17+3.0%Added
Fifth Third Bancorp675$7.88K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.812$9.48K0.00%00.0%Unchanged
JPMorgan Chase & Co850$9.93K0.00%−18,088−95.5%Reduced
Allworth Financial LP1,000$11.7K0.00%−2,003−66.7%Reduced
Safeguard Financial, LLC1,171$13.0K0.01%+1,171New
BOK Financial Private Wealth, Inc.1,982$23.1K0.00%00.0%Unchanged
GWM Advisors LLC2,000$23.4K0.00%−1,477−42.5%Reduced
Steward Partners Investment Advisory, LLC2,003$23.4K0.00%−1,217−37.8%Reduced
Atticus Wealth Management, LLC2,160$25.2K0.01%00.0%Unchanged
Elequin Capital LP2,802$32.7K0.02%+88+3.2%Added
US Bancorp3,272$38.2K0.00%+3,272New
Addison Advisors LLC3,845$44.9K0.02%−1,910−33.2%Reduced
Private Trust Co NA4,800$56.1K0.01%−1,000−17.2%Reduced
Parallel Advisors, LLC5,590$65.3K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.7,551$88.2K0.00%−400−5.0%Reduced
J.W. Cole Advisors, Inc.10,056$117.5K0.01%−765−7.1%Reduced
WESCAP Management Group, Inc.10,217$119.3K0.04%00.0%Unchanged
Cetera Advisors LLC10,725$125.3K0.00%−1,000−8.5%Reduced
Avantax Advisory Services, Inc.10,837$126.6K0.00%+219+2.1%Added
Steel Peak Wealth Management LLC11,148$130.2K0.01%00.0%Unchanged
Cornerstone Wealth Management, LLC11,281$131.8K0.01%−4,794−29.8%Reduced
Twin Focus Capital Partners, LLC11,800$137.8K0.03%00.0%Unchanged
Raymond James Trust N.A.12,031$141.0K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC12,579$146.9K0.09%00.0%Unchanged
Asset Allocation & Management Company, LLC13,000$152.0K0.06%00.0%Unchanged
Integrated Capital Management, Inc.14,234$166.3K0.15%−1,358−8.7%Reduced
Landscape Capital Management, L.L.C.14,591$170.4K0.02%+1,213+9.1%Added
Shufro Rose & Co LLC15,180$177.3K0.02%−1,000−6.2%Reduced
CI Private Wealth, LLC15,790$184.4K0.00%−16,641−51.3%Reduced
PFG Investments, LLC16,629$194.2K0.03%+2,364+16.6%Added
Dynamic Advisor Solutions LLC17,745$207.3K0.01%+556+3.2%Added
Ameriprise Financial Inc18,385$214.7K0.00%−923−4.8%Reduced
Jones Road Capital Management, L.P.20,000$233.6K0.23%00.0%Unchanged
Cresset Asset Management, LLC21,000$245.3K0.00%+21,000New
Bard Associates Inc23,125$270.1K0.10%00.0%Unchanged
Virtus ETF Advisers LLC23,598$275.6K0.16%−531−2.2%Reduced
Rockefeller Capital Management L.P.24,848$290.2K0.00%00.0%Unchanged
Warren Averett Asset Management, LLC25,070$292.8K0.01%+4,000+19.0%Added
Benjamin F. Edwards & Company, Inc.27,609$322.0K0.01%−50−0.2%Reduced
Goldman Sachs Group Inc31,247$365.0K0.00%00.0%Unchanged
CSS LLC31,819$371.6K0.03%+4,539+16.6%Added
Melfa Wealth Management, LLC32,538$380.0K0.39%+257+0.8%Added
Capital Investment Advisors, LLC34,071$397.9K0.01%+164+0.5%Added
Sit Investment Associates Inc34,043$398.0K0.01%−73,364−68.3%Reduced
Rivernorth Capital Management, LLC37,928$443.0K0.02%−136,345−78.2%Reduced
Parsons Capital Management Inc38,600$450.8K0.03%−470−1.2%Reduced
Stifel Financial Corp41,417$483.7K0.00%−28,014−40.3%Reduced
Truist Financial Corp46,626$544.6K0.00%−53,580−53.5%Reduced
Ballentine Partners, LLC54,897$641.2K0.01%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.58,630$685.0K0.04%+20,414+53.4%Added
Advisor Group Holdings, Inc.58,979$688.9K0.00%−22,412−27.5%Reduced
HBK Sorce Advisory LLC63,367$740.1K0.03%−195−0.3%Reduced
Wells Fargo & Company65,308$762.8K0.00%−8,038−11.0%Reduced
Garner Asset Management Corp67,965$794.0K0.46%+15,447+29.4%Added
AEGON USA Investment Management, LLC75,894$886.4K0.51%00.0%Unchanged
Koshinski Asset Management, Inc.81,557$952.6K0.10%+8,591+11.8%Added
Cambridge Investment Research Advisors, Inc.84,007$981.0K0.00%+3,298+4.1%Added
Park Avenue Securities LLC88,882$1.04M0.02%−3,807−4.1%Reduced
Regions Financial Corp90,000$1.05M0.01%00.0%Unchanged
Next Capital Management LLC93,219$1.09M0.50%00.0%Unchanged
CNH Partners LLC114,264$1.33M0.06%+45,302+65.7%Added
GraniteShares Advisors LLC125,369$1.46M1.32%−1,334−1.1%Reduced
LPL Financial LLC126,770$1.48M0.00%−4,742−3.6%Reduced
Apollon Wealth Management, LLC130,379$1.52M0.07%+342+0.3%Added
Envestnet Asset Management Inc132,727$1.55M0.00%−19,879−13.0%Reduced
Cohen & Steers, Inc.173,496$2.03M0.00%00.0%Unchanged
Shaker Financial Services, LLC175,435$2.05M0.90%−7,611−4.2%Reduced
Royal Bank of Canada219,638$2.57M0.00%−857−0.4%Reduced
UBS Group AG232,341$2.71M0.00%−11,713−4.8%Reduced
Rock Creek Group, LP287,073$2.89M0.42%−366,052−56.0%Reduced
Advisors Asset Management, Inc.269,616$3.15M0.06%+67,992+33.7%Added
1607 Capital Partners, LLC269,900$3.15M0.23%00.0%Unchanged
Oaktree Capital Management LPSuperinvestorOaktree Capital419,051$4.89M0.07%00.0%Unchanged
Kennedy Investment Group429,103$5.01M2.93%+1,067+0.2%Added
Guggenheim Capital LLC504,129$5.89M0.05%−45,329−8.2%Reduced
Invesco Ltd.523,758$6.12M0.00%−9,739−1.8%Reduced
Marble Harbor Investment Counsel, LLC613,338$7.16M0.90%+12,450+2.1%Added
Raymond James & Associates712,467$8.32M0.01%−44,624−5.9%Reduced
Morgan Stanley1,306,491$15.3M0.00%−34,089−2.5%Reduced
Bank of America Corp1,783,863$20.8M0.00%+39,238+2.2%Added
Sather Financial Group Inc0$00.00%−84,862−100.0%Sold out
Logan Stone Capital, LLC0$00.00%−34,934−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−17,851−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−16,827−100.0%Sold out
Blodgett Wealth Advisors, LLC0$00.00%−13,500−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−9,360−100.0%Sold out
Advisory Services Network, LLC0$00.00%−6,040−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−3,372−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,624−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2,361−100.0%Sold out