BFC Planning, Inc.’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

BFC Planning, Inc.’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	$2K	Hold	185	–	–	﹤0.01%	2989
2026 Q1	$1.98K	Hold	185	–	–	﹤0.01%	2599
2025 Q4	$2.09K	Hold	185	–	–	﹤0.01%	2624
2025 Q3	$2.17K	Hold	185	–	–	﹤0.01%	2451
2025 Q2	$2.31K	Hold	185	–	–	﹤0.01%	2268
2025 Q1	$2.32K	Hold	185	–	–	﹤0.01%	2264
2024 Q4	$2.37K	Buy	+185	New	+$2.44K	﹤0.01%	2243

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

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

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

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

BFC Planning, Inc.'s EFT Position: Q2 2026 in Review

BFC Planning, Inc. held its Eaton Vance Floating-Rate Income Trust (EFT) position steady in Q2 2026 at 185 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

BFC Planning, Inc. first reported a position in EFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37K in Q4 2024. 83 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

BFC Planning, Inc. held 185 shares of Eaton Vance Floating-Rate Income Trust worth $2K as of Q2 2026.
BFC Planning, Inc. left its Eaton Vance Floating-Rate Income Trust share count unchanged in Q2 2026.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2989 holding.
BFC Planning, Inc. first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Eaton Vance Floating-Rate Income Trust position peaked at $2.37K in Q4 2024.
83 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.