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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 2025

Institutional positions in Eaton Vance Floating-Rate Income Trust as of Mar 31, 2025. 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
79
+4 vs. Q4 2024
Shares held
7.86M
+279.6K (+3.7%) vs. Q4 2024
Total value
$98.7M
+$1.32M (+1.4%) vs. Q4 2024
New holders
9
18 more added
Sold out
5
23 more reduced

Compare with Q4 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 holdersQ1 2025: 79 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 2025: $98.7M
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 2025

Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q4 2024.

Institutions holding EFT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$250.00%––
Tower Research Capital LLC (TRC)14$1760.00%−172−92.5%Reduced
Lindbrook Capital, LLC15$1880.00%00.0%Unchanged
CWM, LLC40$1.00K0.00%00.0%Unchanged
Addison Advisors LLC100$1.25K0.00%00.0%Unchanged
Key Financial Inc325$4.08K0.00%00.0%Unchanged
Spire Wealth Management330$4.14K0.00%00.0%Unchanged
Rothschild Investment LLC609$7.64K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.750$9.41K0.00%00.0%Unchanged
Ameriflex Group, Inc.800$10.0K0.00%−1,000−55.6%Reduced
Principal Securities, Inc.850$10.9K0.00%00.0%Unchanged
Allworth Financial LP1,000$12.0K0.00%00.0%Unchanged
Bryn Mawr Trust Co1,000$12.6K0.00%00.0%Unchanged
Gould Capital, LLC1,000$12.6K0.01%00.0%Unchanged
GWM Advisors LLC2,000$25.1K0.00%00.0%Unchanged
Atticus Wealth Management, LLC2,160$27.1K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC2,635$33.1K0.03%−815−23.6%Reduced
NBC Securities, Inc.4,550$57.0K0.00%+4,546+113,650.0%Added
Private Trust Co NA4,800$60.2K0.01%00.0%Unchanged
Parallel Advisors, LLC5,575$70.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC6,400$80.3K0.00%00.0%Unchanged
Elequin Capital LP6,675$83.8K0.02%+3,439+106.3%Added
Comerica Bank7,032$88.3K0.00%−307−4.2%Reduced
The PNC Financial Services Group, Inc.7,551$94.8K0.00%00.0%Unchanged
Orleans Capital Management Corp10,000$125.5K0.07%00.0%Unchanged
HFG Advisors, Inc.10,069$126.4K0.11%+10,069New
WESCAP Management Group, Inc.10,217$128.2K0.03%00.0%Unchanged
Commonwealth Equity Services, LLC10,535$132.0K0.00%−2,402−18.6%Reduced
Kestra Private Wealth Services, LLC11,278$141.5K0.00%+11,278New
PFG Investments, LLC11,930$149.7K0.01%+68+0.6%Added
Horizon Kinetics Asset Management LLC12,000$150.6K0.00%00.0%Unchanged
Truist Financial Corp12,629$158.5K0.00%−1,911−13.1%Reduced
Concurrent Investment Advisors, LLC12,706$159.5K0.00%00.0%Unchanged
Envestnet Asset Management Inc12,865$161.5K0.00%+2,570+25.0%Added
Colony Group, LLC12,933$162.3K0.00%+245+1.9%Added
First Heartland Consultants, Inc.15,126$189.8K0.02%+15,126New
Bard Associates Inc15,192$190.7K0.07%00.0%Unchanged
Private Advisor Group, LLC16,107$202.1K0.00%00.0%Unchanged
Dynamic Advisor Solutions LLC16,948$212.7K0.01%+1,135+7.2%Added
StoneX Group Inc.17,491$219.5K0.01%+2,895+19.8%Added
Greenberg Financial Group20,555$220.6K0.09%+20,555New
Rockefeller Capital Management L.P.21,024$263.9K0.00%−1,000−4.5%Reduced
Landscape Capital Management, L.L.C.21,076$264.5K0.02%+21,076New
Joel Isaacson & Co., LLC21,152$265.5K0.01%−20,000−48.6%Reduced
Wolverine Asset Management LLC21,902$274.9K0.01%+21,902New
Melfa Wealth Management, LLC25,319$317.8K0.21%00.0%Unchanged
Readystate Asset Management LP26,245$329.4K0.02%+3,351+14.6%Added
Ballentine Partners, LLC27,846$349.5K0.01%00.0%Unchanged
Benjamin Edwards Inc28,075$352.3K0.00%00.0%Unchanged
HBK Sorce Advisory LLC29,158$365.9K0.01%−2,292−7.3%Reduced
RSM US Wealth Management LLC31,142$390.8K0.01%+1,142+3.8%Added
Ameriprise Financial Inc34,652$434.9K0.00%−35,448−50.6%Reduced
Morse Asset Management, Inc37,846$475.0K0.12%+74+0.2%Added
Stifel Financial Corp39,224$492.3K0.00%−3,253−7.7%Reduced
Lido Advisors, LLC45,000$564.8K0.00%00.0%Unchanged
Wells Fargo & Company54,147$679.5K0.00%−5,624−9.4%Reduced
Cambridge Investment Research Advisors, Inc.57,981$728.0K0.00%−2,077−3.5%Reduced
Cetera Investment Advisers58,421$733.2K0.00%+23,462+67.1%Added
Marble Harbor Investment Counsel, LLC62,617$785.8K0.09%−22,233−26.2%Reduced
Garner Asset Management Corp65,839$826.3K0.36%−4,855−6.9%Reduced
Virtus Investment Advisers, Inc.74,571$935.9K0.25%+74,571New
Capital Investment Advisory Services, LLC79,677$999.9K0.09%+79,677New
Koshinski Asset Management, Inc.87,032$1.09M0.09%−3,586−4.0%Reduced
Cohen & Steers, Inc.87,240$1.09M0.00%00.0%Unchanged
MAI Capital Management120,153$1.51M0.01%+768+0.6%Added
Hennion & Walsh Asset Management, Inc.121,015$1.52M0.07%+8,085+7.2%Added
Regions Financial Corp130,000$1.63M0.01%−15,000−10.3%Reduced
UBS Group AG145,089$1.82M0.00%−7,409−4.9%Reduced
Apollon Wealth Management, LLC151,834$1.91M0.04%+18,277+13.7%Added
Royal Bank of Canada215,021$2.70M0.00%−13,440−5.9%Reduced
Ethos Financial Group, LLC220,923$2.77M0.27%+220,923New
LPL Financial LLC283,289$3.56M0.00%+117,717+71.1%Added
Invesco Ltd.410,386$5.15M0.00%+15,009+3.8%Added
Advisor Group Holdings, Inc.485,919$6.10M0.01%+73,802+17.9%Added
Advisors Asset Management, Inc.492,934$6.19M0.12%−3,952−0.8%Reduced
Guggenheim Capital LLC557,099$6.99M0.07%−47,001−7.8%Reduced
Raymond James Financial Inc766,447$9.62M0.00%+117,342+18.1%Added
Bank of America Corp1,106,500$13.9M0.00%−227,588−17.1%Reduced
Morgan Stanley1,335,496$16.8M0.00%−43,470−3.2%Reduced
Virtus ETF Advisers LLC0$00.00%−55,087−100.0%Sold out
Shaker Financial Services, LLC0$00.00%−35,985−100.0%Sold out
WT Wealth Management0$00.00%−13,961−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,415−100.0%Sold out
Union Bancaire Privee, UBP SA0$00.00%−8,200−100.0%Sold out