PAG
EFT

Private Advisor Group’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-15,778
Closed -$197K – 2604
2025
Q2 		$197K Sell
15,778
-329
-2% -$3.98K ﹤0.01% 2240
2025
Q1 		$202K Hold
16,107
– – ﹤0.01% 2098
2024
Q4 		$207K Sell
16,107
-4,421
-22% -$58.4K ﹤0.01% 2078
2024
Q3 		$264K Buy
20,528
+3,000
+17% +$39.6K ﹤0.01% 2033
2024
Q2 		$235K Buy
+17,528
New +$235K ﹤0.01% 2054
2022
Q4 		– Sell
-15,488
Closed -$176K – 1742
2022
Q3 		$176K Buy
+15,488
New +$187K ﹤0.01% 1705
2022
Q2 		– Sell
-25,888
Closed -$343K – 2148
2022
Q1 		$343K Sell
25,888
-5,356
-17% -$75.1K ﹤0.01% 1599
2021
Q4 		$471K Sell
31,244
-18,216
-37% -$272K ﹤0.01% 1471
2021
Q3 		$720K Buy
49,460
+16,419
+50% +$241K ﹤0.01% 1344
2021
Q2 		$475K Buy
+33,041
New +$471K ﹤0.01% 1419
2020
Q3 		– Sell
-475
Closed -$5K – 2070
2020
Q2 		$5K Buy
+475
New +$5.22K ﹤0.01% 3224
2017
Q4 		– Sell
-12,018
Closed -$176K – 1240
2017
Q3 		$176K Sell
12,018
-116,893
-91% -$1.74M ﹤0.01% 1367
2017
Q2 		$1.95M Buy
128,911
+13,909
+12% +$210K 0.05% 347
2017
Q1 		$1.74M Buy
115,002
+22,870
+25% +$347K 0.05% 377
2016
Q4 		$1.4M Buy
92,132
+79,439
+626% +$1.15M 0.05% 401
2016
Q3 		$180K Sell
12,693
-1,478
-10% -$20.6K 0.01% 1032
2016
Q2 		$191K Buy
14,171
+174
+1% +$2.32K 0.01% 1006
2016
Q1 		$184K Buy
13,997
+187
+1% +$2.31K 0.01% 920
2015
Q4 		$175K Buy
13,810
+3,302
+31% +$42.9K 0.01% 973
2015
Q3 		$139K Buy
+10,508
New +$144K 0.01% 936

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
LPL Financial
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

Private Advisor Group's EFT Position: Q3 2025 in Review

Private Advisor Group sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2025, closing a stake of 15,778 shares — an estimated $197K sold.

Private Advisor Group first reported a position in EFT in Q3 2015 and held it in 20 quarters. The position peaked at $1.95M in Q2 2017. 78 funds tracked by Wall St. Rank hold EFT as of Q3 2025.

  • Private Advisor Group reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2025 after selling out during the quarter.
  • Private Advisor Group sold 15,778 Eaton Vance Floating-Rate Income Trust shares in Q3 2025, an estimated $197K.
  • Private Advisor Group first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2015 and held it in 20 quarters.
  • Private Advisor Group's Eaton Vance Floating-Rate Income Trust position peaked at $1.95M in Q2 2017.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2025.

Based on Private Advisor Group's 13F filing for Q3 2025, filed 13 Nov 2025.