RIL
EFT

Rothschild Investment LLC’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Rothschild Investment LLC’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 		$6.58K Hold
609
– – ﹤0.01% 2126
2026
Q1 		$6.54K Hold
609
– – ﹤0.01% 1926
2025
Q4 		$6.88K Hold
609
– – ﹤0.01% 1730
2025
Q3 		$7.17K Hold
609
– – ﹤0.01% 1568
2025
Q2 		$7.6K Hold
609
– – ﹤0.01% 1318
2025
Q1 		$7.64K Hold
609
– – ﹤0.01% 1257
2024
Q4 		$7.81K Hold
609
– – ﹤0.01% 1206
2024
Q3 		$7.84K Hold
609
– – ﹤0.01% 1175
2024
Q2 		$8.17K Hold
609
– – ﹤0.01% 1135
2024
Q1 		$8.11K Sell
609
-1,015
-63% -$13.3K ﹤0.01% 1080
2023
Q4 		$20.4K Buy
+1,624
New +$19.8K ﹤0.01% 862

Other funds holding EFT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TP
Thayer Partners Wyndmoor, Pennsylvania $242M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Rothschild Investment LLC's EFT Position: Q2 2026 in Review

Rothschild Investment LLC held its Eaton Vance Floating-Rate Income Trust (EFT) position steady in Q2 2026 at 609 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Rothschild Investment LLC first reported a position in EFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.4K in Q4 2023. 35 funds tracked by Wall St. Rank hold EFT as of Q2 2026.

  • Rothschild Investment LLC held 609 shares of Eaton Vance Floating-Rate Income Trust worth $6.58K as of Q2 2026.
  • Rothschild Investment LLC left its Eaton Vance Floating-Rate Income Trust share count unchanged in Q2 2026.
  • Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2126 holding.
  • Rothschild Investment LLC first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Eaton Vance Floating-Rate Income Trust position peaked at $20.4K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.