LC
EFT

Lindbrook Capital’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Lindbrook Capital’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
Q1 		$188 Hold
15
– – ﹤0.01% 2708
2024
Q4 		$192 Hold
15
– – ﹤0.01% 2716
2024
Q3 		$193 Hold
15
– – ﹤0.01% 2772
2024
Q2 		$201 Hold
15
– – ﹤0.01% 2703
2024
Q1 		$200 Hold
15
– – ﹤0.01% 2593
2023
Q4 		$188 Hold
15
– – ﹤0.01% 2646
2023
Q3 		$185 Hold
15
– – ﹤0.01% 2634
2023
Q2 		$175 Hold
15
– – ﹤0.01% 2653
2023
Q1 		$173 Hold
15
– – ﹤0.01% 2728
2022
Q4 		$166 Hold
15
– – ﹤0.01% 2759
2022
Q3 		$0 Sell
15
-91
-86% -$1.1K ﹤0.01% 2694
2022
Q2 		$1K Buy
106
+91
+607% +$1.13K ﹤0.01% 2211
2022
Q1 		$0 Sell
15
-310
-95% -$4.35K ﹤0.01% 2508
2021
Q4 		$5K Buy
325
+310
+2,067% +$4.62K ﹤0.01% 1499
2021
Q3 		$0 Sell
15
-1,050
-99% -$15.4K ﹤0.01% 1886
2021
Q2 		$15K Sell
1,065
-942,188
-100% -$13.4M ﹤0.01% 888
2021
Q1 		$13.3M Sell
943,253
-6,095
-0.6% -$84.4K 2.99% 5
2020
Q4 		$12.5M Sell
949,348
-891
-0.1% -$11.5K 3.05% 5
2020
Q3 		$11.3M Sell
950,239
-445
-0% -$5.26K 3.11% 5
2020
Q2 		$10.8M Buy
950,684
+108,179
+13% +$1.19M 3.22% 6
2020
Q1 		$8.63M Buy
842,505
+307,956
+58% +$3.94M 3.26% 8
2019
Q4 		$7.33M Sell
534,549
-1,941
-0.4% -$25.9K 2.55% 6
2019
Q3 		$7.09M Sell
536,490
-5,170
-1% -$68.8K 2.68% 6
2019
Q2 		$7.3M Sell
541,660
-48
-0% -$650 2.82% 5
2019
Q1 		$7.14M Buy
541,708
+384,775
+245% +$5.15M 2.84% 5
2018
Q4 		$1.99M Buy
+156,933
New +$2.14M 0.98% 11

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's EFT Position: Q1 2025 in Review

Lindbrook Capital held its Eaton Vance Floating-Rate Income Trust (EFT) position steady in Q1 2025 at 15 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Lindbrook Capital first reported a position in EFT in Q4 2018 and has held it in 26 quarters since. The position peaked at $13.3M in Q1 2021. 78 funds tracked by Wall St. Rank hold EFT as of Q1 2025.

  • Lindbrook Capital held 15 shares of Eaton Vance Floating-Rate Income Trust worth $188 as of Q1 2025.
  • Lindbrook Capital left its Eaton Vance Floating-Rate Income Trust share count unchanged in Q1 2025.
  • Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2708 holding.
  • Lindbrook Capital first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Eaton Vance Floating-Rate Income Trust position peaked at $13.3M in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.