Cetera Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Cetera Advisors’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
2024 Q1	$141K	Buy	10,593 +200	+2%	+$2.62K	﹤0.01%	2274
2023 Q4	$130K	Sell	10,393 -30	-0.3%	-$366	﹤0.01%	1683
2023 Q3	$128K	Sell	10,423 -302	-3%	-$3.65K	﹤0.01%	1581
2023 Q2	$125K	Sell	10,725 -1,000	-9%	-$11.5K	﹤0.01%	1552
2023 Q1	$135K	Hold	11,725	–	–	﹤0.01%	1537
2022 Q4	$130K	Sell	11,725 -2,000	-15%	-$22.6K	﹤0.01%	1492
2022 Q3	$156K	Hold	13,725	–	–	﹤0.01%	1174
2022 Q2	$162K	Buy	+13,725	New	+$171K	﹤0.01%	1270

Other funds holding EFT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's EFT Position: Q1 2024 in Review

Cetera Advisors increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 1.9% in Q1 2024, buying an estimated $2.62K and bringing the position to 10,593 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Cetera Advisors first reported a position in EFT in Q2 2022 and has held it in 8 quarters since. The position peaked at $162K in Q2 2022. 70 funds tracked by Wall St. Rank hold EFT as of Q1 2024.

Cetera Advisors held 10,593 shares of Eaton Vance Floating-Rate Income Trust worth $141K as of Q1 2024.
Cetera Advisors bought 200 Eaton Vance Floating-Rate Income Trust shares in Q1 2024, an estimated $2.62K.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2274 holding.
Cetera Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2022 and has held it in 8 quarters since.
Cetera Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $162K in Q2 2022.
70 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.