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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, Q1 2024

Institutional positions in Eaton Vance Floating-Rate Income Trust as of Mar 31, 2024. 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
69
−11 vs. Q4 2023
Shares held
7.30M
−384.8K (−5.0%) vs. Q4 2023
Total value
$97.1M
+$668.6K (+0.7%) vs. Q4 2023
New holders
8
18 more added
Sold out
19
18 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 69 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 heldQ1 2024: $97.1M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q4 2023.

Institutions holding EFT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$270.00%––
Lindbrook Capital, LLC15$2000.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC31$4130.00%−282−90.1%Reduced
CWM, LLC40$1.00K0.00%00.0%Unchanged
Key Financial Inc325$4.33K0.00%00.0%Unchanged
Spire Wealth Management330$4.39K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)500$6.66K0.00%+203+68.4%Added
Carmichael Hill & Associates, Inc.571$7.60K0.00%00.0%Unchanged
Rothschild Investment LLC609$8.11K0.00%−1,015−62.5%Reduced
Caldwell Sutter Capital, Inc.812$10.8K0.01%00.0%Unchanged
Principal Securities, Inc.850$11.3K0.00%00.0%Unchanged
Retirement Group, LLC850$11.3K0.00%+850New
Allworth Financial LP1,000$13.3K0.00%00.0%Unchanged
Addison Advisors LLC1,340$17.8K0.01%00.0%Unchanged
GWM Advisors LLC2,000$26.6K0.00%00.0%Unchanged
Atticus Wealth Management, LLC2,160$28.8K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC4,520$60.2K0.06%−2,074−31.5%Reduced
Private Trust Co NA4,800$63.9K0.01%00.0%Unchanged
Parallel Advisors, LLC5,575$74.2K0.00%00.0%Unchanged
Comerica Bank7,139$95.0K0.00%+3,330+87.4%Added
The PNC Financial Services Group, Inc.7,551$100.5K0.00%00.0%Unchanged
CoreCap Advisors, LLC8,913$118.6K0.01%+8,913New
WESCAP Management Group, Inc.10,217$136.0K0.04%00.0%Unchanged
Colony Group, LLC10,159$137.0K0.00%+10,159New
Sigma Planning Corp10,310$137.2K0.00%+10,310New
Capital Investment Advisors, LLC12,202$162.4K0.00%−3,398−21.8%Reduced
Concurrent Investment Advisors, LLC12,706$169.1K0.01%00.0%Unchanged
Commonwealth Equity Services, LLC12,850$171.0K0.00%−227−1.7%Reduced
Asset Allocation & Management Company, LLC13,000$173.0K0.11%00.0%Unchanged
Shufro Rose & Co LLC15,180$202.0K0.02%00.0%Unchanged
PFG Investments, LLC15,694$208.9K0.01%+15,694New
Ameriprise Financial Inc16,650$226.7K0.00%−922−5.2%Reduced
Dynamic Advisor Solutions LLC17,097$227.6K0.01%+32+0.2%Added
Jane Street Group, LLC17,966$239.1K0.00%+17,966New
Custom Index Systems, LLC18,347$244.2K0.14%00.0%Unchanged
Envestnet Asset Management Inc18,546$246.8K0.00%−89,368−82.8%Reduced
Raymond James Financial Services Advisors, Inc.19,664$261.7K0.00%−171−0.9%Reduced
Truist Financial Corp21,652$288.2K0.00%+3,818+21.4%Added
Warren Averett Asset Management, LLC25,070$333.7K0.01%00.0%Unchanged
Cetera Investment Advisers26,012$346.2K0.00%+26,012New
Parsons Capital Management Inc26,445$352.0K0.02%−4,915−15.7%Reduced
Rockefeller Capital Management L.P.27,448$365.3K0.00%00.0%Unchanged
Ballentine Partners, LLC27,846$370.6K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.29,625$394.0K0.01%+66+0.2%Added
Melfa Wealth Management, LLC30,663$408.1K0.29%+199+0.7%Added
HBK Sorce Advisory LLC31,516$419.5K0.01%−10,464−24.9%Reduced
Virtus ETF Advisers LLC40,548$539.7K0.29%+7,078+21.1%Added
Lido Advisors, LLC45,000$599.0K0.01%+45,000New
Stifel Financial Corp54,824$729.7K0.00%+16,384+42.6%Added
Garner Asset Management Corp67,480$898.0K0.46%+723+1.1%Added
Cambridge Investment Research Advisors, Inc.81,868$1.09M0.00%+683+0.8%Added
Wells Fargo & Company83,382$1.11M0.00%−4,268−4.9%Reduced
Cohen & Steers, Inc.96,240$1.28M0.00%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.109,622$1.46M0.08%+10,716+10.8%Added
Koshinski Asset Management, Inc.114,200$1.52M0.16%−25,439−18.2%Reduced
GraniteShares Advisors LLC134,203$1.79M0.94%+17,080+14.6%Added
Regions Financial Corp135,000$1.80M0.01%00.0%Unchanged
LPL Financial LLC139,295$1.85M0.00%+7,271+5.5%Added
Apollon Wealth Management, LLC148,082$1.97M0.06%−826−0.6%Reduced
UBS Group AG194,435$2.59M0.00%−5,016−2.5%Reduced
Royal Bank of Canada239,625$3.19M0.00%+46,082+23.8%Added
Advisor Group Holdings, Inc.265,240$3.53M0.01%+74,219+38.9%Added
Marble Harbor Investment Counsel, LLC327,193$4.35M0.50%−62,105−16.0%Reduced
Invesco Ltd.383,249$5.10M0.00%−89,548−18.9%Reduced
Advisors Asset Management, Inc.406,148$5.41M0.10%+22,430+5.8%Added
Guggenheim Capital LLC489,006$6.51M0.05%−18,225−3.6%Reduced
Raymond James & Associates550,719$7.33M0.00%−193,711−26.0%Reduced
Morgan Stanley1,269,572$16.9M0.00%+102,817+8.8%Added
Bank of America Corp1,406,399$18.7M0.00%+47,791+3.5%Added
Park Avenue Securities LLC0$00.00%−91,043−100.0%Sold out
Sit Investment Associates Inc0$00.00%−67,268−100.0%Sold out
Next Capital Management LLC0$00.00%−48,759−100.0%Sold out
AEGON USA Investment Management, LLC0$00.00%−38,497−100.0%Sold out
JPMorgan Chase & Co0$00.00%−21,248−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−15,850−100.0%Sold out
AE Wealth Management LLC0$00.00%−12,926−100.0%Sold out
Integrated Capital Management, Inc.0$00.00%−12,938−100.0%Sold out
Raymond James Trust N.A.0$00.00%−12,030−100.0%Sold out
Twin Focus Capital Partners, LLC0$00.00%−11,800−100.0%Sold out
Jones Road Capital Management, L.P.0$00.00%−10,964−100.0%Sold out
Cetera Advisors LLC0$00.00%−10,393−100.0%Sold out
Advisory Services Network, LLC0$00.00%−6,000−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−4,856−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−2,500−100.0%Sold out
Rock Creek Group, LP0$00.00%−756−100.0%Sold out
Planning Capital Management Corp0$00.00%−590−100.0%Sold out
Gradient Investments LLC0$00.00%−188−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−7−100.0%Sold out
Baystate Wealth Management LLC––––Not filed