DAS
EFT

Dynamic Advisor Solutions’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Dynamic Advisor Solutions’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 		$232K Buy
21,520
+2,342
+12% +$25.3K 0.01% 952
2026
Q1 		$206K Buy
19,178
+256
+1% +$2.85K 0.01% 911
2025
Q4 		$214K Buy
18,922
+693
+4% +$7.94K 0.01% 884
2025
Q3 		$215K Buy
18,229
+353
+2% +$4.3K 0.01% 881
2025
Q2 		$223K Buy
17,876
+928
+5% +$11.2K 0.01% 827
2025
Q1 		$213K Buy
16,948
+1,135
+7% +$14.8K 0.01% 798
2024
Q4 		$203K Sell
15,813
-1,071
-6% -$14.1K 0.01% 618
2024
Q3 		$217K Sell
16,884
-669
-4% -$8.82K 0.01% 856
2024
Q2 		$236K Buy
17,553
+456
+3% +$6.11K 0.01% 833
2024
Q1 		$228K Buy
17,097
+32
+0.2% +$419 0.01% 827
2023
Q4 		$216K Sell
17,065
-986
-5% -$12K 0.01% 818
2023
Q3 		$222K Buy
18,051
+306
+2% +$3.7K 0.01% 753
2023
Q2 		$207K Buy
17,745
+556
+3% +$6.37K 0.01% 737
2023
Q1 		$198K Buy
17,189
+985
+6% +$11.5K 0.01% 701
2022
Q4 		$180K Buy
16,204
+1,051
+7% +$11.9K 0.01% 675
2022
Q3 		$172K Buy
15,153
+2,857
+23% +$34.5K 0.01% 638
2022
Q2 		$145K Buy
+12,296
New +$153K 0.01% 669
2021
Q4 		– Sell
-13,740
Closed -$200K – 737
2021
Q3 		$200K Buy
13,740
+102
+0.7% +$1.5K 0.02% 699
2021
Q2 		$196K Sell
13,638
-444
-3% -$6.32K 0.02% 685
2021
Q1 		$199K Sell
14,082
-28
-0.2% -$388 0.02% 627
2020
Q4 		$186K Sell
14,110
-499
-3% -$6.45K 0.02% 614
2020
Q3 		$174K Buy
14,609
+1,002
+7% +$11.8K 0.02% 545
2020
Q2 		$155K Sell
13,607
-698
-5% -$7.67K 0.02% 500
2020
Q1 		$147K Buy
14,305
+503
+4% +$6.43K 0.03% 433
2019
Q4 		$189K Sell
13,802
-399
-3% -$5.33K 0.03% 513
2019
Q3 		$188K Buy
14,201
+901
+7% +$12K 0.03% 472
2019
Q2 		$179K Hold
13,300
– – 0.03% 465
2019
Q1 		$175K Sell
13,300
-500
-4% -$6.69K 0.03% 390
2018
Q4 		$182K Buy
13,800
+3,200
+30% +$43.6K 0.04% 361
2018
Q3 		$155K Hold
10,600
– – 0.03% 390
2018
Q2 		$154K Hold
10,600
– – 0.03% 391
2018
Q1 		$158K Buy
+10,600
New +$155K 0.04% 348

Other funds holding EFT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dynamic Advisor Solutions's EFT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 12% in Q2 2026, buying an estimated $25.3K and bringing the position to 21,520 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #952.

Dynamic Advisor Solutions first reported a position in EFT in Q1 2018 and has held it in 32 quarters since. The position peaked at $236K in Q2 2024. 8 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

  • Dynamic Advisor Solutions held 21,520 shares of Eaton Vance Floating-Rate Income Trust worth $232K as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,342 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $25.3K.
  • Eaton Vance Floating-Rate Income Trust made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #952 holding.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2018 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's Eaton Vance Floating-Rate Income Trust position peaked at $236K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.