Benjamin Edwards Inc’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Benjamin Edwards Inc’s Portfolio EFT Stock Details EFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Hold	26,470	–	–	﹤0.01%	1254
2026 Q1	$284K	Buy	26,470 +1,470	+6%	+$16.4K	﹤0.01%	1184
2025 Q4	$282K	Buy	25,000 +775	+3%	+$8.88K	﹤0.01%	1139
2025 Q3	$285K	Sell	24,225 -3,300	-12%	-$40.2K	﹤0.01%	1117
2025 Q2	$344K	Sell	27,525 -550	-2%	-$6.65K	﹤0.01%	961
2025 Q1	$352K	Hold	28,075	–	–	﹤0.01%	898
2024 Q4	$360K	Sell	28,075 -400	-1%	-$5.28K	0.01%	933
2024 Q3	$367K	Buy	+28,475	New	+$375K	0.01%	897

Other funds holding EFT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Benjamin Edwards Inc's EFT Position: Q2 2026 in Review

Benjamin Edwards Inc held its Eaton Vance Floating-Rate Income Trust (EFT) position steady in Q2 2026 at 26,470 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Benjamin Edwards Inc first reported a position in EFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $367K in Q3 2024. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Benjamin Edwards Inc held 26,470 shares of Eaton Vance Floating-Rate Income Trust worth $286K as of Q2 2026.
Benjamin Edwards Inc left its Eaton Vance Floating-Rate Income Trust share count unchanged in Q2 2026.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1254 holding.
Benjamin Edwards Inc first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Eaton Vance Floating-Rate Income Trust position peaked at $367K in Q3 2024.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.