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.
Q1 2024 vs. Q4 2023
How the institutions holding Eaton Vance Floating-Rate Income Trust changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 81 | 1 | 69 | −11 |
| Shares | 7.68M | 1.02K | 7.30M | −384.8K (−5.0%) |
| Value | $96.5M | $12.8K | $97.1M | +$668.6K (+0.7%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lido Advisors, LLC | 45,000 | $599.0K | 0.01% |
| Cetera Investment Advisers | 26,012 | $346.2K | 0.00% |
| Jane Street Group, LLC | 17,966 | $239.1K | 0.00% |
| PFG Investments, LLC | 15,694 | $208.9K | 0.01% |
| Sigma Planning Corp | 10,310 | $137.2K | 0.00% |
| Colony Group, LLC | 10,159 | $137.0K | 0.00% |
| CoreCap Advisors, LLC | 8,913 | $118.6K | 0.01% |
| Retirement Group, LLC | 850 | $11.3K | 0.00% |
Sold out (19)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Park Avenue Securities LLC | 91,043 | $1.14M |
| Sit Investment Associates Inc | 67,268 | $844.0K |
| Next Capital Management LLC | 48,759 | $611.9K |
| AEGON USA Investment Management, LLC | 38,497 | $483.1K |
| JPMorgan Chase & Co | 21,248 | $266.7K |
| Goldman Sachs Group Inc | 15,850 | $198.9K |
| AE Wealth Management LLC | 12,926 | $168.7K |
| Integrated Capital Management, Inc. | 12,938 | $162.4K |
| Raymond James Trust N.A. | 12,030 | $151.0K |
| Twin Focus Capital Partners, LLC | 11,800 | $148.1K |
| Jones Road Capital Management, L.P. | 10,964 | $137.6K |
| Cetera Advisors LLC | 10,393 | $130.4K |
| Advisory Services Network, LLC | 6,000 | $75.3K |
| Carolinas Wealth Consulting LLC | 4,856 | $61.7K |
| Jones Financial Companies LLLP | 2,500 | $31.4K |
| Rock Creek Group, LP | 756 | $7.61K |
| Planning Capital Management Corp | 590 | $7.41K |
| Gradient Investments LLC | 188 | $2.36K |
| Cape Investment Advisory, Inc. | 7 | $88 |
Not filed for Q1 2024 yet (1)
Institutions that held Eaton Vance Floating-Rate Income Trust at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Baystate Wealth Management LLC | 1,018 | $12.8K |