Key Financial Inc’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Key Financial 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
2025 Q4	–	Sell	-325	Closed	-$3.81K	–	1457
2025 Q3	$3.81K	Hold	325	–	–	﹤0.01%	1100
2025 Q2	$4.06K	Hold	325	–	–	﹤0.01%	1079
2025 Q1	$4.08K	Hold	325	–	–	﹤0.01%	1037
2024 Q4	$4.17K	Hold	325	–	–	﹤0.01%	1043
2024 Q3	$4.19K	Hold	325	–	–	﹤0.01%	1012
2024 Q2	$4.36K	Hold	325	–	–	﹤0.01%	987
2024 Q1	$4.33K	Hold	325	–	–	﹤0.01%	979
2023 Q4	$4.08K	Hold	325	–	–	﹤0.01%	989
2023 Q3	$4K	Hold	325	–	–	﹤0.01%	984
2023 Q2	$3.8K	Hold	325	–	–	﹤0.01%	1040
2023 Q1	$3.74K	Hold	325	–	–	﹤0.01%	864
2022 Q4	$3.69K	Hold	325	–	–	﹤0.01%	846
2022 Q3	$4K	Hold	325	–	–	﹤0.01%	820
2022 Q2	$4K	Hold	325	–	–	﹤0.01%	829
2022 Q1	$4K	Hold	325	–	–	﹤0.01%	824
2021 Q4	$5K	Hold	325	–	–	﹤0.01%	707
2021 Q3	$5K	Buy	+325	New	+$4.78K	﹤0.01%	694

Other funds holding EFT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

HWAM

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

Key Financial Inc's EFT Position: Q4 2025 in Review

Key Financial Inc sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2025, closing a stake of 325 shares — an estimated $3.81K sold.

Key Financial Inc first reported a position in EFT in Q3 2021 and held it in 17 quarters. The position peaked at $5K in Q4 2021. 93 funds tracked by Wall St. Rank hold EFT as of Q4 2025.

Key Financial Inc reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 325 Eaton Vance Floating-Rate Income Trust shares in Q4 2025, an estimated $3.81K.
Key Financial Inc first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2021 and held it in 17 quarters.
Key Financial Inc's Eaton Vance Floating-Rate Income Trust position peaked at $5K in Q4 2021.
93 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.