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

NewEdge 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 Q2	$575K	Sell	53,282 -7,167	-12%	-$77.5K	﹤0.01%	2050
2026 Q1	$649K	Sell	60,449 -28,045	-32%	-$312K	﹤0.01%	1787
2025 Q4	$999K	Sell	88,494 -35,173	-28%	-$403K	﹤0.01%	1490
2025 Q3	$1.46M	Buy	123,667 +1,105	+0.9%	+$13.5K	0.01%	1177
2025 Q2	$1.53M	Buy	122,562 +120,562	+6,028%	+$1.46M	0.01%	1061
2025 Q1	$25.1K	Hold	2,000	–	–	﹤0.01%	2782
2024 Q4	$25.7K	Hold	2,000	–	–	﹤0.01%	2734
2024 Q3	$25.8K	Hold	2,000	–	–	﹤0.01%	2646
2024 Q2	$26.8K	Hold	2,000	–	–	﹤0.01%	2538
2024 Q1	$26.6K	Hold	2,000	–	–	﹤0.01%	2524
2023 Q4	$25.1K	Hold	2,000	–	–	﹤0.01%	2487
2023 Q3	$24.6K	Hold	2,000	–	–	﹤0.01%	2327
2023 Q2	$23.4K	Sell	2,000 -1,477	-42%	-$16.9K	﹤0.01%	2340
2023 Q1	$40K	Sell	3,477 -3,350	-49%	-$39.1K	﹤0.01%	2092
2022 Q4	$76	Buy	+6,827	New	+$77.1K	﹤0.01%	3408

Other funds holding EFT

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

NewEdge Advisors's EFT Position: Q2 2026 in Review

NewEdge Advisors reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 12% in Q2 2026, selling an estimated $77.5K and leaving 53,282 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

NewEdge Advisors first reported a position in EFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q2 2025. 81 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

NewEdge Advisors held 53,282 shares of Eaton Vance Floating-Rate Income Trust worth $575K as of Q2 2026.
NewEdge Advisors sold 7,167 Eaton Vance Floating-Rate Income Trust shares in Q2 2026, an estimated $77.5K.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2050 holding.
NewEdge Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $1.53M in Q2 2025.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.