Joel Isaacson & Co’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Joel Isaacson & Co’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	-21,152	Closed	-$264K	–	452
2025 Q2	$264K	Hold	21,152	–	–	0.01%	359
2025 Q1	$265K	Sell	21,152 -20,000	-49%	-$262K	0.01%	336
2024 Q4	$528K	Buy	+41,152	New	+$544K	0.02%	222

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

Joel Isaacson & Co's EFT Position: Q3 2025 in Review

Joel Isaacson & Co sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2025, closing a stake of 21,152 shares — an estimated $264K sold.

Joel Isaacson & Co first reported a position in EFT in Q4 2024 and held it in 3 quarters. The position peaked at $528K in Q4 2024. 78 funds tracked by Wall St. Rank hold EFT as of Q3 2025.

Joel Isaacson & Co reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2025 after selling out during the quarter.
Joel Isaacson & Co sold 21,152 Eaton Vance Floating-Rate Income Trust shares in Q3 2025, an estimated $264K.
Joel Isaacson & Co first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2024 and held it in 3 quarters.
Joel Isaacson & Co's Eaton Vance Floating-Rate Income Trust position peaked at $528K in Q4 2024.
78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2025.

Based on Joel Isaacson & Co's 13F filing for Q3 2025, filed 30 Oct 2025.