FFA
ETX

First Foundation Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

First Foundation Advisors’s Portfolio ETX Stock Details ETX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-23,887
Closed -$533K – 448
2021
Q3 		$533K Sell
23,887
-10,872
-31% -$248K 0.02% 268
2021
Q2 		$809K Sell
34,759
-9,872
-22% -$222K 0.03% 230
2021
Q1 		$976K Sell
44,631
-1,268
-3% -$28.7K 0.04% 206
2020
Q4 		$1.07M Buy
45,899
+12
+0% +$260 0.05% 182
2020
Q3 		$966K Buy
45,887
+12
+0% +$257 0.04% 180
2020
Q2 		$936K Buy
45,875
+10
+0% +$200 0.05% 176
2020
Q1 		$912K Sell
45,865
-2,487
-5% -$52.1K 0.06% 175
2019
Q4 		$1.06M Sell
48,352
-5,082
-10% -$110K 0.05% 173
2019
Q3 		$1.16M Buy
53,434
+11
+0% +$233 0.06% 152
2019
Q2 		$1.1M Buy
53,423
+11
+0% +$227 0.06% 166
2019
Q1 		$1.08M Sell
53,412
-8,520
-14% -$168K 0.06% 163
2018
Q4 		$1.18M Buy
61,932
+12
+0% +$229 0.07% 163
2018
Q3 		$1.21M Sell
61,920
-4,409
-7% -$87.1K 0.07% 150
2018
Q2 		$1.31M Sell
66,329
-7,943
-11% -$154K 0.08% 138
2018
Q1 		$1.41M Sell
74,272
-2,277
-3% -$44.5K 0.08% 129
2017
Q4 		$1.59M Buy
76,549
+2,206
+3% +$44.5K 0.09% 132
2017
Q3 		$1.52M Buy
74,343
+3
+0% +$62 0.09% 119
2017
Q2 		$1.49M Buy
74,340
+960
+1% +$19.5K 0.09% 126
2017
Q1 		$1.44M Buy
73,380
+3,372
+5% +$65.5K 0.09% 123
2016
Q4 		$1.37M Buy
70,008
+19,233
+38% +$376K 0.09% 122
2016
Q3 		$1.07M Buy
50,775
+32,389
+176% +$686K 0.07% 131
2016
Q2 		$391K Buy
+18,386
New +$373K 0.03% 215

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

First Foundation Advisors's ETX Position: Q4 2021 in Review

First Foundation Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2021, closing a stake of 23,887 shares — an estimated $533K sold.

First Foundation Advisors first reported a position in ETX in Q2 2016 and held it in 22 quarters. The position peaked at $1.59M in Q4 2017. 41 funds tracked by Wall St. Rank hold ETX as of Q4 2021.

  • First Foundation Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2021 after selling out during the quarter.
  • First Foundation Advisors sold 23,887 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2021, an estimated $533K.
  • First Foundation Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2016 and held it in 22 quarters.
  • First Foundation Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $1.59M in Q4 2017.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2021.

Based on First Foundation Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.