Morse Asset Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Morse Asset Management’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	-41,500	Closed	-$469K	–	412
2025 Q4	$469K	Sell	41,500 -7,508	-15%	-$86K	0.09%	124
2025 Q3	$577K	Buy	49,008 +10,731	+28%	+$131K	0.12%	119
2025 Q2	$478K	Buy	38,277 +431	+1%	+$5.21K	0.1%	125
2025 Q1	$475K	Buy	37,846 +74	+0.2%	+$968	0.12%	115
2024 Q4	$485K	Buy	37,772 +11,322	+43%	+$150K	0.11%	120
2024 Q3	$341K	Buy	+26,450	New	+$349K	0.07%	152

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

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 $3.42B AUM 25.82% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

Morse Asset Management's EFT Position: Q1 2026 in Review

Morse Asset Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2026, closing a stake of 41,500 shares — an estimated $469K sold.

Morse Asset Management first reported a position in EFT in Q3 2024 and held it in 6 quarters. The position peaked at $577K in Q3 2025. 86 funds tracked by Wall St. Rank hold EFT as of Q1 2026.

Morse Asset Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2026 after selling out during the quarter.
Morse Asset Management sold 41,500 Eaton Vance Floating-Rate Income Trust shares in Q1 2026, an estimated $469K.
Morse Asset Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2024 and held it in 6 quarters.
Morse Asset Management's Eaton Vance Floating-Rate Income Trust position peaked at $577K in Q3 2025.
86 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.