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

First Trust 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
2022 Q2	–	Sell	-18,446	Closed	-$377K	–	2521
2022 Q1	$377K	Sell	18,446 -1,117	-6%	-$23.1K	﹤0.01%	2325
2021 Q4	$421K	Sell	19,563 -14,750	-43%	-$325K	﹤0.01%	2331
2021 Q3	$766K	Sell	34,313 -5,471	-14%	-$125K	﹤0.01%	2135
2021 Q2	$926K	Sell	39,784 -14,770	-27%	-$332K	﹤0.01%	2081
2021 Q1	$1.19M	Buy	54,554 +2,219	+4%	+$50.2K	﹤0.01%	1926
2020 Q4	$1.23M	Buy	52,335 +3,537	+7%	+$76.5K	﹤0.01%	1812
2020 Q3	$1.03M	Buy	48,798 +2,800	+6%	+$59.9K	﹤0.01%	1745
2020 Q2	$939K	Buy	45,998 +1,294	+3%	+$25.9K	﹤0.01%	1762
2020 Q1	$889K	Sell	44,704 -735	-2%	-$15.4K	﹤0.01%	1681
2019 Q4	$996K	Sell	45,439 -4,203	-8%	-$91K	﹤0.01%	1886
2019 Q3	$1.08M	Sell	49,642 -1,875	-4%	-$39.7K	﹤0.01%	1839
2019 Q2	$1.06M	Buy	51,517 +93	+0.2%	+$1.92K	﹤0.01%	1833
2019 Q1	$1.04M	Buy	51,424 +784	+2%	+$15.5K	﹤0.01%	1844
2018 Q4	$967K	Sell	50,640 -12,878	-20%	-$246K	﹤0.01%	1844
2018 Q3	$1.24M	Sell	63,518 -2,817	-4%	-$55.6K	﹤0.01%	1881
2018 Q2	$1.31M	Sell	66,335 -148	-0.2%	-$2.86K	﹤0.01%	1823
2018 Q1	$1.26M	Buy	66,483 +2,425	+4%	+$47.4K	﹤0.01%	1695
2017 Q4	$1.33M	Buy	64,058 +689	+1%	+$13.9K	﹤0.01%	1741
2017 Q3	$1.3M	Buy	63,369 +2,910	+5%	+$59.8K	﹤0.01%	1726
2017 Q2	$1.21M	Buy	60,459 +5,611	+10%	+$114K	﹤0.01%	1763
2017 Q1	$1.07M	Buy	54,848 +2,779	+5%	+$54K	﹤0.01%	1829
2016 Q4	$1.02M	Buy	52,069 +12,500	+32%	+$244K	﹤0.01%	1813
2016 Q3	$838K	Buy	39,569 +8,279	+26%	+$175K	﹤0.01%	1797
2016 Q2	$665K	Buy	31,290 +1,275	+4%	+$25.9K	﹤0.01%	1871
2016 Q1	$593K	Buy	30,015 +570	+2%	+$10.9K	﹤0.01%	1872
2015 Q4	$544K	Sell	29,445 -2,831	-9%	-$50.1K	﹤0.01%	1951
2015 Q3	$559K	Sell	32,276 -494	-2%	-$8.52K	﹤0.01%	1942
2015 Q2	$555K	Sell	32,770 -475	-1%	-$8.27K	﹤0.01%	1965
2015 Q1	$592K	Buy	+33,245	New	+$592K	﹤0.01%	1925

Other funds holding ETX

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

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

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

RJFSA

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

First Trust Advisors's ETX Position: Q2 2022 in Review

First Trust Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2022, closing a stake of 18,446 shares — an estimated $377K sold.

First Trust Advisors first reported a position in ETX in Q1 2015 and held it in 29 quarters. The position peaked at $1.33M in Q4 2017. 34 funds tracked by Wall St. Rank hold ETX as of Q2 2022.

First Trust Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2022 after selling out during the quarter.
First Trust Advisors sold 18,446 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2022, an estimated $377K.
First Trust Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2015 and held it in 29 quarters.
First Trust Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $1.33M in Q4 2017.
34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2022.

Based on First Trust Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.