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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, Q3 2023

Institutional positions in Eaton Vance Floating-Rate Income Trust as of Sep 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
83
−6 vs. Q2 2023
Shares held
9.67M
−516.8K (−5.1%) vs. Q2 2023
Total value
$119.0M
+$515.8K (+0.4%) vs. Q2 2023
New holders
4
25 more added
Sold out
10
24 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 83 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 heldQ3 2023: $119.0M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q2 2023.

Institutions holding EFT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$250.00%––
Lindbrook Capital, LLC15$1850.00%00.0%Unchanged
Gradient Investments LLC188$2.31K0.00%00.0%Unchanged
Capital Analysts, LLC255$3.00K0.00%00.0%Unchanged
Key Financial Inc325$4.00K0.00%00.0%Unchanged
Spire Wealth Management330$4.06K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC375$4.62K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.571$7.03K0.00%00.0%Unchanged
Rock Creek Group, LP736$7.36K0.00%−286,337−99.7%Reduced
Fifth Third Bancorp675$8.31K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.812$10.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC861$10.6K0.00%−1,142−57.0%Reduced
Allworth Financial LP1,000$12.3K0.00%00.0%Unchanged
GWM Advisors LLC2,000$24.6K0.00%00.0%Unchanged
Atticus Wealth Management, LLC2,160$26.6K0.01%00.0%Unchanged
US Bancorp3,272$40.3K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC3,707$43.6K0.01%+3,707New
Addison Advisors LLC3,590$44.2K0.02%−255−6.6%Reduced
Private Trust Co NA4,800$59.1K0.01%00.0%Unchanged
Parallel Advisors, LLC5,575$68.6K0.00%−15−0.3%Reduced
The PNC Financial Services Group, Inc.7,551$93.0K0.00%00.0%Unchanged
WESCAP Management Group, Inc.10,217$125.8K0.04%00.0%Unchanged
Comerica Bank10,352$127.4K0.00%+10,352New
Cetera Advisors LLC10,423$128.3K0.00%−302−2.8%Reduced
Avantax Advisory Services, Inc.10,870$133.8K0.00%+33+0.3%Added
Commonwealth Equity Services, LLC11,139$137.0K0.00%+11,139New
Cornerstone Wealth Management, LLC11,408$140.4K0.01%+127+1.1%Added
Twin Focus Capital Partners, LLC11,800$145.3K0.03%00.0%Unchanged
Raymond James Trust N.A.12,031$148.1K0.00%00.0%Unchanged
Asset Allocation & Management Company, LLC13,000$160.0K0.10%00.0%Unchanged
Integrated Capital Management, Inc.13,171$162.1K0.14%−1,063−7.5%Reduced
Shufro Rose & Co LLC15,180$186.9K0.02%00.0%Unchanged
CI Private Wealth, LLC15,790$194.4K0.00%00.0%Unchanged
CSS LLC15,918$196.0K0.02%−15,901−50.0%Reduced
Ameriprise Financial Inc16,238$199.9K0.00%−2,147−11.7%Reduced
PFG Investments, LLC16,780$206.6K0.04%+151+0.9%Added
Dynamic Advisor Solutions LLC18,051$222.2K0.01%+306+1.7%Added
JPMorgan Chase & Co18,114$223.0K0.00%+17,264+2,031.1%Added
Jones Road Capital Management, L.P.20,000$246.2K0.30%00.0%Unchanged
Bard Associates Inc23,125$284.7K0.12%00.0%Unchanged
Warren Averett Asset Management, LLC25,070$308.6K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.27,848$342.8K0.00%+3,000+12.1%Added
Benjamin F. Edwards & Company, Inc.28,009$345.0K0.01%+400+1.4%Added
Goldman Sachs Group Inc31,247$384.7K0.00%00.0%Unchanged
Parsons Capital Management Inc31,360$386.0K0.03%−7,240−18.8%Reduced
Capital Investment Advisors, LLC31,411$386.7K0.01%−2,660−7.8%Reduced
Melfa Wealth Management, LLC32,814$403.9K0.44%+276+0.8%Added
Sit Investment Associates Inc34,043$419.0K0.01%00.0%Unchanged
Stifel Financial Corp39,354$484.4K0.00%−2,063−5.0%Reduced
Truist Financial Corp39,790$489.8K0.00%−6,836−14.7%Reduced
Audent Global Asset Management, LLC43,569$536.3K0.62%+43,569New
Virtus ETF Advisers LLC44,039$542.1K0.33%+20,441+86.6%Added
Ballentine Partners, LLC54,897$675.8K0.02%00.0%Unchanged
HBK Sorce Advisory LLC55,672$685.3K0.03%−7,695−12.1%Reduced
CNH Partners LLC61,292$754.5K0.03%−52,972−46.4%Reduced
Wells Fargo & Company66,855$823.0K0.00%+1,547+2.4%Added
Garner Asset Management Corp70,369$866.0K0.52%+2,404+3.5%Added
AEGON USA Investment Management, LLC75,894$934.3K0.67%00.0%Unchanged
Advisor Group Holdings, Inc.78,189$962.5K0.00%+19,210+32.6%Added
Hennion & Walsh Asset Management, Inc.79,720$981.4K0.06%+21,090+36.0%Added
Koshinski Asset Management, Inc.85,453$1.05M0.12%+3,896+4.8%Added
Cambridge Investment Research Advisors, Inc.87,518$1.08M0.01%+3,511+4.2%Added
Park Avenue Securities LLC87,880$1.08M0.02%−1,002−1.1%Reduced
Next Capital Management LLC93,219$1.15M0.52%00.0%Unchanged
Shaker Financial Services, LLC99,117$1.22M0.57%−76,318−43.5%Reduced
Regions Financial Corp110,000$1.35M0.01%+20,000+22.2%Added
Envestnet Asset Management Inc116,799$1.44M0.00%−15,928−12.0%Reduced
LPL Financial LLC125,533$1.55M0.00%−1,237−1.0%Reduced
GraniteShares Advisors LLC130,371$1.60M1.50%+5,002+4.0%Added
Apollon Wealth Management, LLC133,435$1.64M0.08%+3,056+2.3%Added
Cohen & Steers, Inc.198,496$2.44M0.01%+25,000+14.4%Added
Royal Bank of Canada221,979$2.73M0.00%+2,341+1.1%Added
UBS Group AG234,226$2.88M0.00%+1,885+0.8%Added
1607 Capital Partners, LLC257,352$3.17M0.24%−12,548−4.6%Reduced
Advisors Asset Management, Inc.289,364$3.56M0.08%+19,748+7.3%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital349,427$4.30M0.07%−69,624−16.6%Reduced
Kennedy Investment Group425,636$5.24M3.15%−3,467−0.8%Reduced
Invesco Ltd.482,054$5.93M0.00%−41,704−8.0%Reduced
Guggenheim Capital LLC526,733$6.48M0.06%+22,604+4.5%Added
Marble Harbor Investment Counsel, LLC618,338$7.61M1.00%+5,000+0.8%Added
Raymond James & Associates726,535$8.94M0.01%+14,068+2.0%Added
Morgan Stanley1,263,955$15.6M0.00%−42,536−3.3%Reduced
Bank of America Corp1,738,333$21.4M0.00%−45,530−2.6%Reduced
Rivernorth Capital Management, LLC0$00.00%−37,928−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−21,000−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−14,591−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−11,148−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−10,056−100.0%Sold out
Elequin Capital LP0$00.00%−2,802−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−1,982−100.0%Sold out
Safeguard Financial, LLC0$00.00%−1,171−100.0%Sold out
CWM, LLC0$00.00%−584−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−100−100.0%Sold out
Lumature Wealth Partners, LLC––––Not filed