Kestra Advisory Services’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Kestra Advisory Services’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 Q3	$1.22M	Buy	113,778 +94,263	+483%	+$1.01M	﹤0.01%	1810
2026 Q2	$211K	Buy	19,515 +6,045	+45%	+$65.3K	﹤0.01%	3071
2026 Q1	$145K	Buy	+13,470	New	+$150K	﹤0.01%	2993
2024 Q3	–	Sell	-11,036	Closed	-$63.9K	–	2603
2024 Q2	$63.9K	Buy	+11,036	New	+$148K	﹤0.01%	2550
2021 Q4	–	Sell	-33,218	Closed	-$484K	–	2062
2021 Q3	$484K	Sell	33,218 -46	-0.1%	-$676	﹤0.01%	1397
2021 Q2	$479K	Buy	+33,264	New	+$474K	0.01%	1299
2021 Q1	–	Sell	-16,121	Closed	-$213K	–	1906
2020 Q4	$213K	Buy	+16,121	New	+$208K	﹤0.01%	1674

Other funds holding EFT

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

Marble Harbor Investment Counsel Boston, Massachusetts $1.02B AUM 15.73% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $244M AUM 13.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

Kestra Advisory Services's EFT Position: Q3 2026 in Review

Kestra Advisory Services increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 483% in Q3 2026, buying an estimated $1.01M and bringing the position to 113,778 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Kestra Advisory Services first reported a position in EFT in Q4 2020 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold EFT as of Q3 2026.

Kestra Advisory Services held 113,778 shares of Eaton Vance Floating-Rate Income Trust worth $1.22M as of Q3 2026.
Kestra Advisory Services bought 94,263 Eaton Vance Floating-Rate Income Trust shares in Q3 2026, an estimated $1.01M.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1810 holding.
Kestra Advisory Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2020 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.