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, Q4 2023

Institutional positions in Eaton Vance Floating-Rate Income Trust as of Dec 31, 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
81
−2 vs. Q3 2023
Shares held
7.68M
−1.98M (−20.5%) vs. Q3 2023
Total value
$96.5M
−$22.5M (−18.9%) vs. Q3 2023
New holders
14
17 more added
Sold out
16
31 more reduced

Compare with Q3 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 holdersQ4 2023: 81 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 heldQ4 2023: $96.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q3 2023.

Institutions holding EFT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$250.00%––
Cape Investment Advisory, Inc.7$880.00%+7New
Lindbrook Capital, LLC15$1880.00%00.0%Unchanged
CWM, LLC40$1.00K0.00%+40New
Gradient Investments LLC188$2.36K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)297$3.73K0.00%+297New
Steward Partners Investment Advisory, LLC313$3.93K0.00%−548−63.6%Reduced
Key Financial Inc325$4.08K0.00%00.0%Unchanged
Spire Wealth Management330$4.23K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.571$7.17K0.00%00.0%Unchanged
Planning Capital Management Corp590$7.41K0.01%+590New
Rock Creek Group, LP756$7.61K0.00%+20+2.7%Added
Caldwell Sutter Capital, Inc.812$10.2K0.01%00.0%Unchanged
Principal Securities, Inc.850$10.7K0.00%+850New
Allworth Financial LP1,000$12.6K0.00%00.0%Unchanged
Baystate Wealth Management LLC1,018$12.8K0.00%+1,018New
Addison Advisors LLC1,340$16.8K0.01%−2,250−62.7%Reduced
Rothschild Investment LLC1,624$20.4K0.00%+1,624New
GWM Advisors LLC2,000$25.1K0.00%00.0%Unchanged
Atticus Wealth Management, LLC2,160$27.1K0.01%00.0%Unchanged
Jones Financial Companies LLLP2,500$31.4K0.00%+2,500New
Comerica Bank3,809$47.8K0.00%−6,543−63.2%Reduced
Private Trust Co NA4,800$60.2K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC4,856$61.7K0.01%+1,149+31.0%Added
Parallel Advisors, LLC5,575$70.0K0.00%00.0%Unchanged
Advisory Services Network, LLC6,000$75.3K0.00%+6,000New
MeadowBrook Investment Advisors LLC6,594$82.8K0.08%+6,594New
The PNC Financial Services Group, Inc.7,551$94.8K0.00%00.0%Unchanged
WESCAP Management Group, Inc.10,217$128.2K0.04%00.0%Unchanged
Cetera Advisors LLC10,393$130.4K0.00%−30−0.3%Reduced
Jones Road Capital Management, L.P.10,964$137.6K0.15%−9,036−45.2%Reduced
Twin Focus Capital Partners, LLC11,800$148.1K0.03%00.0%Unchanged
Raymond James Trust N.A.12,030$151.0K0.00%−10.0%Reduced
Concurrent Investment Advisors, LLC12,706$159.5K0.01%+12,706New
Integrated Capital Management, Inc.12,938$162.4K0.14%−233−1.8%Reduced
Asset Allocation & Management Company, LLC13,000$163.0K0.11%00.0%Unchanged
Commonwealth Equity Services, LLC13,077$164.0K0.00%+1,938+17.4%Added
AE Wealth Management LLC12,926$168.7K0.00%+12,926New
Shufro Rose & Co LLC15,180$186.9K0.02%00.0%Unchanged
Capital Investment Advisors, LLC15,600$195.8K0.00%−15,811−50.3%Reduced
Goldman Sachs Group Inc15,850$198.9K0.00%−15,397−49.3%Reduced
Dynamic Advisor Solutions LLC17,065$216.2K0.01%−986−5.5%Reduced
Ameriprise Financial Inc17,572$220.5K0.00%+1,334+8.2%Added
Truist Financial Corp17,834$223.8K0.00%−21,956−55.2%Reduced
Custom Index Systems, LLC18,347$230.3K0.15%+18,347New
Raymond James Financial Services Advisors, Inc.19,835$248.9K0.00%+19,835New
JPMorgan Chase & Co21,248$266.7K0.00%+3,134+17.3%Added
Warren Averett Asset Management, LLC25,070$314.6K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.27,448$344.5K0.00%−400−1.4%Reduced
Ballentine Partners, LLC27,846$349.5K0.01%−27,051−49.3%Reduced
Benjamin F. Edwards & Company, Inc.29,559$371.0K0.01%+1,550+5.5%Added
Melfa Wealth Management, LLC30,464$382.3K0.36%−2,350−7.2%Reduced
Parsons Capital Management Inc31,360$393.6K0.03%00.0%Unchanged
Virtus ETF Advisers LLC33,470$420.0K0.27%−10,569−24.0%Reduced
Stifel Financial Corp38,440$482.4K0.00%−914−2.3%Reduced
AEGON USA Investment Management, LLC38,497$483.1K0.35%−37,397−49.3%Reduced
HBK Sorce Advisory LLC41,980$526.8K0.02%−13,692−24.6%Reduced
Next Capital Management LLC48,759$611.9K0.26%−44,460−47.7%Reduced
Sit Investment Associates Inc67,268$844.0K0.02%+33,225+97.6%Added
Garner Asset Management Corp66,757$889.2K0.45%−3,612−5.1%Reduced
Cambridge Investment Research Advisors, Inc.81,185$1.02M0.00%−6,333−7.2%Reduced
Wells Fargo & Company87,650$1.10M0.00%+20,795+31.1%Added
Park Avenue Securities LLC91,043$1.14M0.02%+3,163+3.6%Added
Cohen & Steers, Inc.96,240$1.21M0.00%−102,256−51.5%Reduced
Hennion & Walsh Asset Management, Inc.98,906$1.24M0.07%+19,186+24.1%Added
Envestnet Asset Management Inc107,914$1.35M0.00%−8,885−7.6%Reduced
GraniteShares Advisors LLC117,123$1.47M1.32%−13,248−10.2%Reduced
LPL Financial LLC132,024$1.66M0.00%+6,491+5.2%Added
Regions Financial Corp135,000$1.69M0.01%+25,000+22.7%Added
Koshinski Asset Management, Inc.139,639$1.75M0.27%+54,186+63.4%Added
Apollon Wealth Management, LLC148,908$1.87M0.06%+15,473+11.6%Added
Advisor Group Holdings, Inc.191,021$2.40M0.00%+112,832+144.3%Added
Royal Bank of Canada193,543$2.43M0.00%−28,436−12.8%Reduced
UBS Group AG199,451$2.50M0.00%−34,775−14.8%Reduced
Advisors Asset Management, Inc.383,718$4.82M0.10%+94,354+32.6%Added
Marble Harbor Investment Counsel, LLC389,298$4.89M0.60%−229,040−37.0%Reduced
Invesco Ltd.472,797$5.93M0.00%−9,257−1.9%Reduced
Guggenheim Capital LLC507,231$6.37M0.05%−19,502−3.7%Reduced
Raymond James & Associates744,430$9.34M0.01%+17,895+2.5%Added
Morgan Stanley1,166,755$14.6M0.00%−97,200−7.7%Reduced
Bank of America Corp1,358,608$17.1M0.00%−379,725−21.8%Reduced
Kennedy Investment Group0$00.00%−425,636−100.0%Sold out
Oaktree Capital Management LPSuperinvestorOaktree Capital0$00.00%−349,427−100.0%Sold out
1607 Capital Partners, LLC0$00.00%−257,352−100.0%Sold out
Shaker Financial Services, LLC0$00.00%−99,117−100.0%Sold out
CNH Partners LLC0$00.00%−61,292−100.0%Sold out
Audent Global Asset Management, LLC0$00.00%−43,569−100.0%Sold out
Bard Associates Inc0$00.00%−23,125−100.0%Sold out
PFG Investments, LLC0$00.00%−16,780−100.0%Sold out
CSS LLC0$00.00%−15,918−100.0%Sold out
CI Private Wealth, LLC0$00.00%−15,790−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−11,408−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−10,870−100.0%Sold out
US Bancorp0$00.00%−3,272−100.0%Sold out
Fifth Third Bancorp0$00.00%−675−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−375−100.0%Sold out
Capital Analysts, LLC0$00.00%−255−100.0%Sold out