FHC
EFT

First Heartland Consultants’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

First Heartland Consultants’s Portfolio EFT Stock Details EFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,008
Closed -$172K – 595
2026
Q1 		$172K Sell
16,008
-167
-1% -$1.86K 0.01% 514
2025
Q4 		$183K Sell
16,175
-3,916
-19% -$44.9K 0.01% 523
2025
Q3 		$236K Buy
20,091
+4,965
+33% +$60.5K 0.02% 468
2025
Q2 		$189K Hold
15,126
– – 0.02% 492
2025
Q1 		$190K Buy
+15,126
New +$198K 0.02% 429
2016
Q4 		– Sell
-10,312
Closed -$146K – 331
2016
Q3 		$146K Hold
10,312
– – 0.04% 313
2016
Q2 		$138 Sell
10,312
-960
-9% -$12.8K 0.02% 291
2016
Q1 		$148K Buy
11,272
+685
+6% +$8.45K 0.06% 262
2015
Q4 		$132K Hold
10,587
– – 0.05% 260
2015
Q3 		$140K Buy
+10,587
New +$145K 0.06% 244

Other funds holding EFT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

First Heartland Consultants's EFT Position: Q2 2026 in Review

First Heartland Consultants sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2026, closing a stake of 16,008 shares — an estimated $172K sold.

First Heartland Consultants first reported a position in EFT in Q3 2015 and held it in 10 quarters. The position peaked at $236K in Q3 2025. 12 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

  • First Heartland Consultants reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2026 after selling out during the quarter.
  • First Heartland Consultants sold 16,008 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $172K.
  • First Heartland Consultants first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2015 and held it in 10 quarters.
  • First Heartland Consultants's Eaton Vance Floating-Rate Income Trust position peaked at $236K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.