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 Q2	$134K	Buy	12,388 +234	+2%	+$2.53K	﹤0.01%	2578
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Focus Partners Wealth's EFT Position: Q2 2026 in Review

Focus Partners Wealth increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 1.9% in Q2 2026, buying an estimated $2.53K and bringing the position to 12,388 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Focus Partners Wealth first reported a position in EFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $165K in Q2 2025. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

Focus Partners Wealth held 12,388 shares of Eaton Vance Floating-Rate Income Trust worth $134K as of Q2 2026.
Focus Partners Wealth bought 234 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $2.53K.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2578 holding.
Focus Partners Wealth first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Eaton Vance Floating-Rate Income Trust position peaked at $165K in Q2 2025.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.