PFG Investments’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

PFG Investments’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 Q2	–	Sell	-11,930	Closed	-$150K	–	1072
2025 Q1	$150K	Buy	11,930 +68	+0.6%	+$889	0.01%	911
2024 Q4	$152K	Sell	11,862 -1,464	-11%	-$19.3K	0.01%	927
2024 Q3	$172K	Sell	13,326 -2,482	-16%	-$32.7K	0.01%	909
2024 Q2	$212K	Buy	15,808 +114	+0.7%	+$1.53K	0.02%	798
2024 Q1	$209K	Buy	+15,694	New	+$206K	0.01%	891
2023 Q4	–	Sell	-16,780	Closed	-$207K	–	498
2023 Q3	$207K	Buy	16,780 +151	+0.9%	+$1.83K	0.04%	449
2023 Q2	$194K	Buy	16,629 +2,364	+17%	+$27.1K	0.03%	469
2023 Q1	$164K	Buy	+14,265	New	+$166K	0.03%	446

Other funds holding EFT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

PFG Investments's EFT Position: Q2 2025 in Review

PFG Investments sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2025, closing a stake of 11,930 shares — an estimated $150K sold.

PFG Investments first reported a position in EFT in Q1 2023 and held it in 8 quarters. The position peaked at $212K in Q2 2024. 78 funds tracked by Wall St. Rank hold EFT as of Q2 2025.

PFG Investments reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2025 after selling out during the quarter.
PFG Investments sold 11,930 Eaton Vance Floating-Rate Income Trust shares in Q2 2025, an estimated $150K.
PFG Investments first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2023 and held it in 8 quarters.
PFG Investments's Eaton Vance Floating-Rate Income Trust position peaked at $212K in Q2 2024.
78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.