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Fortitude Advisory Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Fortitude Advisory Group’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,250
Closed -$153K – 205
2024
Q4 		$153K Sell
10,250
-6,010
-37% -$89.4K 0.09% 188
2024
Q3 		$238K Hold
16,260
– – 0.15% 163
2024
Q2 		$228K Hold
16,260
– – 0.14% 156
2024
Q1 		$217K Hold
16,260
– – 0.12% 175
2023
Q4 		$198K Buy
16,260
+4
+0% +$46 0.12% 197
2023
Q3 		$188K Buy
16,256
+12
+0.1% +$146 0.13% 180
2023
Q2 		$202K Buy
16,244
+6
+0% +$71 0.15% 180
2023
Q1 		$189K Sell
16,238
-5,690
-26% -$65.7K 0.15% 196
2022
Q4 		$238K Buy
21,928
+9
+0% +$103 0.2% 154
2022
Q3 		$238K Buy
21,919
+5,710
+35% +$70.5K 0.23% 134
2022
Q2 		$184K Buy
16,209
+10
+0.1% +$124 0.17% 177
2022
Q1 		$227K Sell
16,199
-2,537
-14% -$35.4K 0.12% 181
2021
Q4 		$282K Buy
+18,736
New +$274K 0.14% 138

Other funds holding ETY

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortitude Advisory Group's ETY Position: Q1 2025 in Review

Fortitude Advisory Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 10,250 shares — an estimated $153K sold.

Fortitude Advisory Group first reported a position in ETY in Q4 2021 and held it in 13 quarters. The position peaked at $282K in Q4 2021. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

  • Fortitude Advisory Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 10,250 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $153K.
  • Fortitude Advisory Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and held it in 13 quarters.
  • Fortitude Advisory Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $282K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Fortitude Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.