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 2023 vs. Q3 2023
How the institutions holding Eaton Vance Floating-Rate Income Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 83 | 81 | −2 |
| Shares | 9.67M | 7.68M | −1.98M (−20.5%) |
| Value | $119.0M | $96.5M | −$22.5M (−18.9%) |
New holders (14)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 19,835 | $248.9K | 0.00% |
| Custom Index Systems, LLC | 18,347 | $230.3K | 0.15% |
| AE Wealth Management LLC | 12,926 | $168.7K | 0.00% |
| Concurrent Investment Advisors, LLC | 12,706 | $159.5K | 0.01% |
| MeadowBrook Investment Advisors LLC | 6,594 | $82.8K | 0.08% |
| Advisory Services Network, LLC | 6,000 | $75.3K | 0.00% |
| Jones Financial Companies LLLP | 2,500 | $31.4K | 0.00% |
| Rothschild Investment LLC | 1,624 | $20.4K | 0.00% |
| Baystate Wealth Management LLC | 1,018 | $12.8K | 0.00% |
| Principal Securities, Inc. | 850 | $10.7K | 0.00% |
| Planning Capital Management Corp | 590 | $7.41K | 0.01% |
| Tower Research Capital LLC (TRC) | 297 | $3.73K | 0.00% |
| CWM, LLC | 40 | $1.00K | 0.00% |
| Cape Investment Advisory, Inc. | 7 | $88 | 0.00% |
Sold out (16)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Kennedy Investment Group | 425,636 | $5.24M |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 349,427 | $4.30M |
| 1607 Capital Partners, LLC | 257,352 | $3.17M |
| Shaker Financial Services, LLC | 99,117 | $1.22M |
| CNH Partners LLC | 61,292 | $754.5K |
| Audent Global Asset Management, LLC | 43,569 | $536.3K |
| Bard Associates Inc | 23,125 | $284.7K |
| PFG Investments, LLC | 16,780 | $206.6K |
| CSS LLC | 15,918 | $196.0K |
| CI Private Wealth, LLC | 15,790 | $194.4K |
| Cornerstone Wealth Management, LLC | 11,408 | $140.4K |
| Avantax Advisory Services, Inc. | 10,870 | $133.8K |
| US Bancorp | 3,272 | $40.3K |
| Fifth Third Bancorp | 675 | $8.31K |
| EverSource Wealth Advisors, LLC | 375 | $4.62K |
| Capital Analysts, LLC | 255 | $3.00K |