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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, Q4 2024

Institutional positions in Eaton Vance Floating-Rate Income Trust as of Dec 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
75
−2 vs. Q3 2024
Shares held
7.58M
+580.9K (+8.3%) vs. Q3 2024
Total value
$97.3M
+$7.45M (+8.3%) vs. Q3 2024
New holders
10
13 more added
Sold out
12
26 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 2024: 75 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 2024: $97.3M
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 2024

Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q3 2024.

Institutions holding EFT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,378,966$17.7M0.00%−72,529−5.0%Reduced
Bank of America Corp1,334,088$17.1M0.00%−15,463−1.1%Reduced
Raymond James Financial Inc649,105$8.33M0.00%+649,105New
Guggenheim Capital LLC604,100$7.75M0.06%+45,394+8.1%Added
Advisors Asset Management, Inc.496,886$6.38M0.12%+76,050+18.1%Added
Advisor Group Holdings, Inc.412,117$5.29M0.01%+113,034+37.8%Added
Invesco Ltd.395,377$5.07M0.00%−2,725−0.7%Reduced
Royal Bank of Canada228,461$2.93M0.00%−15,820−6.5%Reduced
LPL Financial LLC165,572$2.12M0.00%+5,631+3.5%Added
UBS Group AG152,498$1.96M0.00%−31,129−17.0%Reduced
Regions Financial Corp145,000$1.86M0.01%+10,000+7.4%Added
Apollon Wealth Management, LLC133,557$1.71M0.04%−5,038−3.6%Reduced
MAI Capital Management119,385$1.53M0.01%+119,385New
Hennion & Walsh Asset Management, Inc.112,930$1.45M0.07%−12,444−9.9%Reduced
Koshinski Asset Management, Inc.90,618$1.16M0.10%−3,029−3.2%Reduced
Cohen & Steers, Inc.87,240$1.12M0.00%−14,000−13.8%Reduced
Marble Harbor Investment Counsel, LLC84,850$1.09M0.12%00.0%Unchanged
Garner Asset Management Corp70,694$907.0K0.42%+50.0%Added
Ameriprise Financial Inc70,100$899.4K0.00%+6,269+9.8%Added
Cambridge Investment Research Advisors, Inc.60,058$771.0K0.00%−2,331−3.7%Reduced
Wells Fargo & Company59,771$766.9K0.00%+2,410+4.2%Added
Virtus ETF Advisers LLC55,087$706.8K0.29%+5,064+10.1%Added
Lido Advisors, LLC45,000$582.0K0.00%00.0%Unchanged
Stifel Financial Corp42,477$545.0K0.00%−11,869−21.8%Reduced
Joel Isaacson & Co., LLC41,152$528.0K0.02%+41,152New
Morse Asset Management, Inc37,772$484.6K0.11%+11,322+42.8%Added
Shaker Financial Services, LLC35,985$465.4K0.18%−18,767−34.3%Reduced
Cetera Investment Advisers34,959$448.5K0.00%−2,977−7.8%Reduced
HBK Sorce Advisory LLC31,450$403.5K0.01%+2,341+8.0%Added
RSM US Wealth Management LLC30,000$394.2K0.01%−350−1.2%Reduced
Benjamin Edwards Inc28,075$360.2K0.01%−400−1.4%Reduced
Ballentine Partners, LLC27,846$357.3K0.01%00.0%Unchanged
Melfa Wealth Management, LLC25,319$324.8K0.22%−5,344−17.4%Reduced
Readystate Asset Management LP22,894$293.7K0.01%+22,894New
Rockefeller Capital Management L.P.22,024$282.6K0.00%00.0%Unchanged
Private Advisor Group, LLC16,107$206.7K0.00%−4,421−21.5%Reduced
Dynamic Advisor Solutions LLC15,813$202.9K0.01%−1,071−6.3%Reduced
Bard Associates Inc15,192$196.2K0.07%00.0%Unchanged
StoneX Group Inc.14,596$187.3K0.01%+14,596New
Truist Financial Corp14,540$186.5K0.00%00.0%Unchanged
WT Wealth Management13,961$179.1K0.06%−8,774−38.6%Reduced
Commonwealth Equity Services, LLC12,937$166.0K0.00%−1,286−9.0%Reduced
Concurrent Investment Advisors, LLC12,706$163.0K0.00%00.0%Unchanged
Colony Group, LLC12,688$162.8K0.00%+12,688New
Horizon Kinetics Asset Management LLC12,000$154.0K0.00%00.0%Unchanged
PFG Investments, LLC11,862$152.2K0.01%−1,464−11.0%Reduced
Susquehanna International Group, LLP11,415$146.5K0.00%+11,415New
Orleans Capital Management Corp10,000$132.8K0.07%00.0%Unchanged
Envestnet Asset Management Inc10,295$132.1K0.00%−756−6.8%Reduced
WESCAP Management Group, Inc.10,217$131.1K0.03%00.0%Unchanged
Union Bancaire Privee, UBP SA8,200$107.7K0.00%+8,200New
The PNC Financial Services Group, Inc.7,551$96.9K0.00%00.0%Unchanged
Comerica Bank7,339$94.2K0.00%00.0%Unchanged
CoreCap Advisors, LLC6,400$82.1K0.00%−6,514−50.4%Reduced
Parallel Advisors, LLC5,575$71.5K0.00%00.0%Unchanged
Private Trust Co NA4,800$61.6K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC3,450$44.3K0.04%−1,800−34.3%Reduced
Elequin Capital LP3,236$41.5K0.00%+3,236New
Atticus Wealth Management, LLC2,160$27.7K0.01%00.0%Unchanged
GWM Advisors LLC2,000$25.7K0.00%00.0%Unchanged
Ameriflex Group, Inc.1,800$24.4K0.01%+1,800New
Allworth Financial LP1,000$13.4K0.00%00.0%Unchanged
Bryn Mawr Trust Co1,000$12.8K0.00%00.0%Unchanged
Gould Capital, LLC1,000$12.8K0.01%+611+157.1%Added
Principal Securities, Inc.850$10.9K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.750$9.62K0.00%00.0%Unchanged
Rothschild Investment LLC609$7.81K0.00%00.0%Unchanged
Spire Wealth Management330$4.23K0.00%00.0%Unchanged
Key Financial Inc325$4.17K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)186$2.39K0.00%+185+18,500.0%Added
Addison Advisors LLC100$1.28K0.00%−140−58.3%Reduced
CWM, LLC40$1.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC15$1920.00%00.0%Unchanged
NBC Securities, Inc.4$580.01%−4,546−99.9%Reduced
Huntington National Bank–$260.00%––
GraniteShares Advisors LLC0$00.00%−183,069−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−28,214−100.0%Sold out
Warren Averett Asset Management, LLC0$00.00%−25,070−100.0%Sold out
Walleye Capital LLC0$00.00%−21,407−100.0%Sold out
Shufro Rose & Co LLC0$00.00%−14,980−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−13,784−100.0%Sold out
Asset Allocation & Management Company, LLC0$00.00%−13,000−100.0%Sold out
Calamos Advisors LLC0$00.00%−11,714−100.0%Sold out
Federated Hermes, Inc.0$00.00%−620−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−31−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−24,981−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed