JFS Wealth Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

JFS Wealth Advisors’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	$767	Buy	+71	New	+$767	﹤0.01%	1872

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

AAM

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

1CP

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

JFS Wealth Advisors's EFT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2026: 71 shares worth $767. The stake represents ﹤0.01% of the portfolio and ranks #1872 among its holdings.

81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

JFS Wealth Advisors held 71 shares of Eaton Vance Floating-Rate Income Trust worth $767 as of Q2 2026.
Eaton Vance Floating-Rate Income Trust was a new JFS Wealth Advisors position in Q2 2026.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1872 holding.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.