Founders Financial Alliance’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Founders Financial Alliance’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	$156K	Buy	19,122 +765	+4%	+$6.62K	0.03%	416
2025 Q4	$162K	Buy	18,357 +1,983	+12%	+$17.5K	0.03%	363
2025 Q3	$147K	Buy	+16,374	New	+$147K	0.03%	401

Other funds holding ETJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 New York $57.6B AUM 8.03% 1-Year Est. Return

Founders Financial Alliance's ETJ Position: Q1 2026 in Review

Founders Financial Alliance increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 4.2% in Q1 2026, buying an estimated $6.62K and bringing the position to 19,122 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #416.

Founders Financial Alliance first reported a position in ETJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $162K in Q4 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Founders Financial Alliance held 19,122 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $156K as of Q1 2026.
Founders Financial Alliance bought 765 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $6.62K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.03% of Founders Financial Alliance's portfolio in Q1 2026, its #416 holding.
Founders Financial Alliance first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 3 quarters since.
Founders Financial Alliance's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $162K in Q4 2025.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.