Farther Finance Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Farther Finance Advisors’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$78.2K	Buy	5,564 +87	+2%	+$1.25K	﹤0.01%	3060
2026 Q2	$79.6K	Buy	5,477 +101	+2%	+$1.47K	﹤0.01%	2892
2026 Q1	$74.8K	Buy	5,376 +101	+2%	+$1.49K	﹤0.01%	2720
2025 Q4	$80.9K	Buy	5,275 +91	+2%	+$1.41K	﹤0.01%	2477
2025 Q3	$82.4K	Buy	5,184 +88	+2%	+$1.39K	﹤0.01%	2151
2025 Q2	$78.8K	Buy	5,096 +52	+1%	+$745	﹤0.01%	1881
2025 Q1	$71.9K	Buy	5,044 +563	+13%	+$8.45K	﹤0.01%	1695
2024 Q4	$67K	Buy	4,481 +89	+2%	+$1.32K	﹤0.01%	1503
2024 Q3	$64.3K	Buy	4,392 +91	+2%	+$1.28K	﹤0.01%	1519
2024 Q2	$60.4K	Buy	4,301 +110	+3%	+$1.48K	﹤0.01%	1339
2024 Q1	$55.5K	Buy	4,191 +78	+2%	+$994	﹤0.01%	1149
2023 Q4	$50.1K	Buy	4,113 +85	+2%	+$984	﹤0.01%	1034
2023 Q3	$46.5K	Buy	+4,028	New	+$48.8K	0.01%	794

Other funds holding ETY

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's ETY Position: Q3 2026 in Review

Farther Finance Advisors increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.6% in Q3 2026, buying an estimated $1.25K and bringing the position to 5,564 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3060.

Farther Finance Advisors first reported a position in ETY in Q3 2023 and has held it in 13 quarters since. The position peaked at $82.4K in Q3 2025. 12 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

Farther Finance Advisors held 5,564 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $78.2K as of Q3 2026.
Farther Finance Advisors bought 87 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $1.25K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3060 holding.
Farther Finance Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2023 and has held it in 13 quarters since.
Farther Finance Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $82.4K in Q3 2025.
12 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

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