FHA
ETJ

Flagship Harbor Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Flagship Harbor Advisors’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124K Buy
15,195
+218
+1% +$1.89K 0.01% 720
2025
Q4 		$132K Buy
14,977
+203
+1% +$1.79K 0.01% 792
2025
Q3 		$133K Buy
14,774
+196
+1% +$1.76K 0.01% 791
2025
Q2 		$132K Buy
14,578
+198
+1% +$1.71K 0.01% 760
2025
Q1 		$122K Sell
14,380
-1,453
-9% -$13.1K 0.01% 734
2024
Q4 		$147K Sell
15,833
-422
-3% -$3.92K 0.01% 720
2024
Q3 		$150K Buy
16,255
+179
+1% +$1.6K 0.01% 708
2024
Q2 		$141K Sell
16,076
-341
-2% -$2.89K 0.01% 675
2024
Q1 		$137K Sell
16,417
-620
-4% -$5.07K 0.01% 659
2023
Q4 		$134K Sell
17,037
-106
-0.6% -$822 0.01% 609
2023
Q3 		$132K Buy
17,143
+176
+1% +$1.42K 0.01% 590
2023
Q2 		$139K Sell
16,967
-5,057
-23% -$40.2K 0.01% 597
2023
Q1 		$175K Sell
22,024
-4,703
-18% -$36.5K 0.02% 591
2022
Q4 		$200K Buy
26,727
+208
+0.8% +$1.7K 0.02% 573
2022
Q3 		$219K Buy
26,519
+1,764
+7% +$16.2K 0.03% 528
2022
Q2 		$207K Buy
24,755
+251
+1% +$2.28K 0.02% 556
2022
Q1 		$242K Sell
24,504
-1,138
-4% -$11.4K 0.02% 542
2021
Q4 		$274K Buy
25,642
+5,056
+25% +$55.8K 0.03% 521
2021
Q3 		$237K Hold
20,586
– – 0.03% 556
2021
Q2 		$237K Buy
20,586
+7,437
+57% +$82.5K 0.03% 557
2021
Q1 		$142K Buy
13,149
+46
+0.4% +$487 0.02% 604
2020
Q4 		$136K Sell
13,103
-6,422
-33% -$64.4K 0.02% 540
2020
Q3 		$186K Sell
19,525
-2,349
-11% -$23.3K 0.03% 485
2020
Q2 		$209K Sell
21,874
-3,972
-15% -$36.5K 0.03% 448
2020
Q1 		$215K Sell
25,846
-41,324
-62% -$373K 0.04% 370
2019
Q4 		$627K Buy
67,170
+164
+0.2% +$1.53K 0.11% 187
2019
Q3 		$619K Sell
67,006
-651
-1% -$6.11K 0.12% 175
2019
Q2 		$635K Sell
67,657
-2,700
-4% -$25.3K 0.13% 158
2019
Q1 		$646K Sell
70,357
-19
-0% -$167 0.13% 169
2018
Q4 		$571K Buy
70,376
+2,336
+3% +$21.4K 0.14% 161
2018
Q3 		$680K Sell
68,040
-41
-0.1% -$403 0.13% 176
2018
Q2 		$642K Buy
68,081
+24
+0% +$224 0.13% 170
2018
Q1 		$606K Buy
68,057
+23
+0% +$215 0.18% 138
2017
Q4 		$664K Buy
68,034
+2,476
+4% +$23K 0.19% 130
2017
Q3 		$614K Sell
65,558
-3,435
-5% -$32.3K 0.2% 135
2017
Q2 		$653K Buy
68,993
+10,162
+17% +$94.4K 0.23% 123
2017
Q1 		$539K Sell
58,831
-3,509
-6% -$32.7K 0.21% 135
2016
Q4 		$574K Buy
+62,340
New +$565K 0.25% 115

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Flagship Harbor Advisors's ETJ Position: Q1 2026 in Review

Flagship Harbor Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1.5% in Q1 2026, buying an estimated $1.89K and bringing the position to 15,195 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #720.

Flagship Harbor Advisors first reported a position in ETJ in Q4 2016 and has held it in 38 quarters since. The position peaked at $680K in Q3 2018. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Flagship Harbor Advisors held 15,195 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $124K as of Q1 2026.
  • Flagship Harbor Advisors bought 218 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $1.89K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Flagship Harbor Advisors's portfolio in Q1 2026, its #720 holding.
  • Flagship Harbor Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2016 and has held it in 38 quarters since.
  • Flagship Harbor Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $680K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.