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Fiduciary Alliance’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Fiduciary Alliance’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
Q2 		$313K Sell
21,550
-400
-2% -$5.83K 0.02% 433
2026
Q1 		$318K Sell
21,950
-950
-4% -$14K 0.02% 438
2025
Q4 		$351K Sell
22,900
-300
-1% -$4.65K 0.02% 396
2025
Q3 		$369K Buy
23,200
+750
+3% +$11.8K 0.02% 381
2025
Q2 		$347K Buy
+22,450
New +$322K 0.03% 368

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiduciary Alliance's ETY Position: Q2 2026 in Review

Fiduciary Alliance reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.8% in Q2 2026, selling an estimated $5.83K and leaving 21,550 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #433.

Fiduciary Alliance first reported a position in ETY in Q2 2025 and has held it in 5 quarters since. The position peaked at $369K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Fiduciary Alliance held 21,550 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $313K as of Q2 2026.
  • Fiduciary Alliance sold 400 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $5.83K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #433 holding.
  • Fiduciary Alliance first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Alliance's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $369K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.