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

FinTrust Capital 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
2024 Q3	$19.5K	Hold	1,330	–	–	﹤0.01%	818
2024 Q2	$18.7K	Buy	1,330 +19	+1%	+$256	﹤0.01%	778
2024 Q1	$17.5K	Buy	1,311 +24	+2%	+$306	﹤0.01%	762
2023 Q4	$15.7K	Buy	1,287 +27	+2%	+$312	﹤0.01%	747
2023 Q3	$14.5K	Buy	1,260 +75	+6%	+$910	﹤0.01%	720
2023 Q2	$12.9K	Hold	1,185	–	–	﹤0.01%	730
2023 Q1	$12.9K	Hold	1,185	–	–	﹤0.01%	727
2022 Q4	$12.9K	Buy	1,185 +26	+2%	+$299	﹤0.01%	724
2022 Q3	$13K	Buy	1,159 +26	+2%	+$321	﹤0.01%	799
2022 Q2	$14K	Buy	1,133 +26	+2%	+$322	﹤0.01%	794
2022 Q1	$15K	Buy	1,107 +23	+2%	+$321	﹤0.01%	823
2021 Q4	$16K	Buy	1,084 +20	+2%	+$292	﹤0.01%	799
2021 Q3	$15K	Buy	1,064 +20	+2%	+$287	﹤0.01%	807
2021 Q2	$15K	Buy	1,044 +19	+2%	+$258	﹤0.01%	824
2021 Q1	$13K	Buy	1,025 +20	+2%	+$250	﹤0.01%	824
2020 Q4	$12K	Buy	1,005 +22	+2%	+$256	﹤0.01%	789
2020 Q3	$11	Buy	983 +22	+2%	+$244	﹤0.01%	771
2020 Q2	$10K	Buy	961 +23	+2%	+$238	﹤0.01%	727
2020 Q1	$9K	Buy	938 +21	+2%	+$241	﹤0.01%	766
2019 Q4	$11K	Buy	917 +19	+2%	+$231	﹤0.01%	726
2019 Q3	$11K	Buy	898 +19	+2%	+$226	﹤0.01%	739
2019 Q2	$11K	Buy	879 +19	+2%	+$223	﹤0.01%	712
2019 Q1	$10K	Buy	860 +19	+2%	+$211	﹤0.01%	773
2018 Q4	$9K	Buy	+841	New	+$9.65K	﹤0.01%	798

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FinTrust Capital Advisors's ETY Position: Q3 2024 in Review

FinTrust Capital Advisors held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q3 2024 at 1,330 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

FinTrust Capital Advisors first reported a position in ETY in Q4 2018 and has held it in 24 quarters since. 186 funds tracked by Wall St. Rank hold ETY as of Q3 2024.

FinTrust Capital Advisors held 1,330 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $19.5K as of Q3 2024.
FinTrust Capital Advisors left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q3 2024.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #818 holding.
FinTrust Capital Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2018 and has held it in 24 quarters since.
186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.