FAL
ETX

Focused Alpha LLC’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Focused Alpha LLC’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
2026
Q1 		$852K Buy
46,417
+5,582
+14% +$105K 0.26% 79
2025
Q4 		$764K Buy
+40,835
New +$782K 0.22% 86

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Focused Alpha LLC's ETX Position: Q1 2026 in Review

Focused Alpha LLC increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 14% in Q1 2026, buying an estimated $105K and bringing the position to 46,417 shares worth $852K. The position accounts for 0.26% of the portfolio, ranked #79.

Focused Alpha LLC first reported a position in ETX in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • Focused Alpha LLC held 46,417 shares of Eaton Vance Municipal Income 2028 Term Trust worth $852K as of Q1 2026.
  • Focused Alpha LLC bought 5,582 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $105K.
  • Eaton Vance Municipal Income 2028 Term Trust made up 0.26% of Focused Alpha LLC's portfolio in Q1 2026, its #79 holding.
  • Focused Alpha LLC first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Focused Alpha LLC's 13F filing for Q1 2026, filed 12 May 2026.