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Fiduciary Trust’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Fiduciary Trust’s Portfolio EVLN Stock Details EVLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$321K Sell
6,653
-102
-2% -$4.99K ﹤0.01% 712
2025
Q4 		$334K Sell
6,755
-139
-2% -$6.89K ﹤0.01% 684
2025
Q3 		$342K Buy
6,894
+1,421
+26% +$71K ﹤0.01% 661
2025
Q2 		$273K Hold
5,473
– – ﹤0.01% 704
2025
Q1 		$271K Hold
5,473
– – ﹤0.01% 691
2024
Q4 		$276K Hold
5,473
– – ﹤0.01% 589
2024
Q3 		$274K Buy
+5,473
New +$276K ﹤0.01% 579

Other funds holding EVLN

TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Fiduciary Trust's EVLN Position: Q1 2026 in Review

Fiduciary Trust reduced its Eaton Vance Floating-Rate ETF (EVLN) stake by 1.5% in Q1 2026, selling an estimated $4.99K and leaving 6,653 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Fiduciary Trust first reported a position in EVLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $342K in Q3 2025. 48 funds tracked by Wall St. Rank hold EVLN as of Q1 2026.

  • Fiduciary Trust held 6,653 shares of Eaton Vance Floating-Rate ETF worth $321K as of Q1 2026.
  • Fiduciary Trust sold 102 Eaton Vance Floating-Rate ETF shares in Q1 2026, an estimated $4.99K.
  • Eaton Vance Floating-Rate ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #712 holding.
  • Fiduciary Trust first reported a position in Eaton Vance Floating-Rate ETF in Q3 2024 and has held it in 7 quarters since.
  • Fiduciary Trust's Eaton Vance Floating-Rate ETF position peaked at $342K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.