Stephens Inc’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Stephens Inc’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	$168K	Hold	15,640	–	–	﹤0.01%	1226
2025 Q4	$177K	Hold	15,640	–	–	﹤0.01%	1221
2025 Q3	$184K	Buy	+15,640	New	+$191K	﹤0.01%	1225
2021 Q3	–	Sell	-10,000	Closed	-$144K	–	1368
2021 Q2	$144K	Hold	10,000	–	–	﹤0.01%	1237
2021 Q1	$141K	Hold	10,000	–	–	﹤0.01%	1201
2020 Q4	$132K	Hold	10,000	–	–	﹤0.01%	1125
2020 Q3	$119K	Hold	10,000	–	–	﹤0.01%	1081
2020 Q2	$114K	Hold	10,000	–	–	﹤0.01%	1036
2020 Q1	$103K	Buy	+10,000	New	+$128K	﹤0.01%	974

Other funds holding EFT

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

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

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $210M AUM