Focus Partners Wealth
EFT

Focus Partners Wealth’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Focus Partners Wealth’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
Q1 		$130K Buy
12,154
+266
+2% +$2.96K ﹤0.01% 2485
2025
Q4 		$134K Sell
11,888
-1,561
-12% -$17.9K ﹤0.01% 2511
2025
Q3 		$158K Buy
13,449
+257
+2% +$3.13K ﹤0.01% 2087
2025
Q2 		$165K Buy
13,192
+259
+2% +$3.13K ﹤0.01% 1897
2025
Q1 		$162K Buy
12,933
+245
+2% +$3.2K ﹤0.01% 1778
2024
Q4 		$163K Buy
+12,688
New +$168K ﹤0.01% 1756
2024
Q3 		– Sell
-10,340
Closed -$140K – 1609
2024
Q2 		$140K Buy
10,340
+181
+2% +$2.43K ﹤0.01% 1179
2024
Q1 		$137K Buy
+10,159
New +$133K ﹤0.01% 952

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $210M AUM