Horizon Kinetics Asset Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Horizon Kinetics Asset Management’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
2025 Q3	–	Sell	-12,000	Closed	-$150K	–	345
2025 Q2	$150K	Hold	12,000	–	–	﹤0.01%	323
2025 Q1	$151K	Hold	12,000	–	–	﹤0.01%	316
2024 Q4	$154K	Hold	12,000	–	–	﹤0.01%	321
2024 Q3	$155K	Buy	+12,000	New	+$158K	﹤0.01%	314
2020 Q2	–	Sell	-10,200	Closed	-$105K	–	413
2020 Q1	$105K	Hold	10,200	–	–	﹤0.01%	369
2019 Q4	$140K	Hold	10,200	–	–	﹤0.01%	466
2019 Q3	$135K	Hold	10,200	–	–	﹤0.01%	466
2019 Q2	$137K	Hold	10,200	–	–	﹤0.01%	475
2019 Q1	$135K	Buy	+10,200	New	+$136K	﹤0.01%	469

Other funds holding EFT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Horizon Kinetics Asset Management's EFT Position: Q3 2025 in Review

Horizon Kinetics Asset Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2025, closing a stake of 12,000 shares — an estimated $150K sold.

Horizon Kinetics Asset Management first reported a position in EFT in Q1 2019 and held it in 9 quarters. The position peaked at $155K in Q3 2024. 78 funds tracked by Wall St. Rank hold EFT as of Q3 2025.

Horizon Kinetics Asset Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2025 after selling out during the quarter.
Horizon Kinetics Asset Management sold 12,000 Eaton Vance Floating-Rate Income Trust shares in Q3 2025, an estimated $150K.
Horizon Kinetics Asset Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2019 and held it in 9 quarters.
Horizon Kinetics Asset Management's Eaton Vance Floating-Rate Income Trust position peaked at $155K in Q3 2024.
78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.