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EFT

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
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

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $210M AUM