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

Lido 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 Q1	–	Sell	-45,000	Closed	-$530K	–	2001
2025 Q4	$530K	Hold	45,000	–	–	﹤0.01%	1273
2025 Q3	$530K	Buy	+45,000	New	+$548K	﹤0.01%	1209
2025 Q2	–	Sell	-45,000	Closed	-$565K	–	1680
2025 Q1	$565K	Hold	45,000	–	–	﹤0.01%	981
2024 Q4	$582K	Hold	45,000	–	–	﹤0.01%	957
2024 Q3	$580K	Sell	45,000 -658	-1%	-$8.68K	﹤0.01%	908
2024 Q2	$613K	Buy	45,658 +658	+1%	+$8.82K	﹤0.01%	859
2024 Q1	$599K	Buy	+45,000	New	+$590K	﹤0.01%	848
2020 Q1	–	Sell	-19,815	Closed	-$275K	–	609
2019 Q4	$275K	Sell	19,815 -1,860	-9%	-$24.8K	0.01%	531
2019 Q3	$287K	Sell	21,675 -3,295	-13%	-$43.8K	0.01%	460
2019 Q2	$336K	Sell	24,970 -1,549	-6%	-$21K	0.02%	397
2019 Q1	$349K	Sell	26,519 -37,501	-59%	-$502K	0.02%	358
2018 Q4	$816K	Buy	64,020 +29,233	+84%	+$399K	0.08%	146
2018 Q3	$507K	Buy	34,787 +12,346	+55%	+$181K	0.05%	236
2018 Q2	$325K	Buy	22,441 +7,996	+55%	+$119K	0.04%	288
2018 Q1	$215K	Buy	+14,445	New	+$211K	0.03%	346

Other funds holding EFT

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

1CP

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

Lido Advisors's EFT Position: Q1 2026 in Review

Lido Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2026, closing a stake of 45,000 shares — an estimated $530K sold.

Lido Advisors first reported a position in EFT in Q1 2018 and held it in 15 quarters. The position peaked at $816K in Q4 2018. 86 funds tracked by Wall St. Rank hold EFT as of Q1 2026.

Lido Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 45,000 Eaton Vance Floating-Rate Income Trust shares in Q1 2026, an estimated $530K.
Lido Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2018 and held it in 15 quarters.
Lido Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $816K in Q4 2018.
86 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.