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

CoreCap 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
2026 Q3	–	Sell	-2,600	Closed	-$28.1K	–	3222
2026 Q2	$28.1K	Buy	2,600 +1,300	+100%	+$14.1K	﹤0.01%	1661
2026 Q1	$13.9K	Sell	1,300 -700	-35%	-$7.79K	﹤0.01%	1819
2025 Q4	$22.6K	Sell	2,000 -3,400	-63%	-$39K	﹤0.01%	1627
2025 Q3	$63.6K	Sell	5,400 -1,000	-16%	-$12.2K	﹤0.01%	1221
2025 Q2	$79.9K	Hold	6,400	–	–	﹤0.01%	1065
2025 Q1	$80.3K	Hold	6,400	–	–	﹤0.01%	981
2024 Q4	$82.1K	Sell	6,400 -6,514	-50%	-$86K	﹤0.01%	996
2024 Q3	$166K	Buy	+12,914	New	+$170K	0.01%	744
2024 Q2	–	Sell	-8,913	Closed	-$119K	–	1873
2024 Q1	$119K	Buy	+8,913	New	+$117K	0.01%	778
2022 Q4	$130	Buy	+11	New	+$124	﹤0.01%	2296
2022 Q3	–	Sell	-11	Closed	–	–	957
2022 Q2	$0	Buy	+11	New	+$137	﹤0.01%	2169
2022 Q1	–	Sell	-10	Closed	-$1K	–	966
2021 Q4	$1K	Buy	+10	New	+$149	﹤0.01%	2107

Other funds holding EFT

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Marble Harbor Investment Counsel Boston, Massachusetts $1.02B AUM 15.73% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $244M AUM 13.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

CoreCap Advisors's EFT Position: Q3 2026 in Review

CoreCap Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2026, closing a stake of 2,600 shares — an estimated $28.1K sold.

CoreCap Advisors first reported a position in EFT in Q4 2021 and held it in 12 quarters. The position peaked at $166K in Q3 2024. 37 funds tracked by Wall St. Rank hold EFT as of Q3 2026.

CoreCap Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 2,600 Eaton Vance Floating-Rate Income Trust shares in Q3 2026, an estimated $28.1K.
CoreCap Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2021 and held it in 12 quarters.
CoreCap Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $166K in Q3 2024.
37 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.