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

StoneX 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
2026 Q1	–	Sell	-16,479	Closed	-$186K	–	1003
2025 Q4	$186K	Buy	+16,479	New	+$189K	0.01%	880
2025 Q3	–	Sell	-10,151	Closed	-$127K	–	954
2025 Q2	$127K	Sell	10,151 -7,340	-42%	-$88.7K	0.01%	803
2025 Q1	$220K	Buy	17,491 +2,895	+20%	+$37.9K	0.01%	742
2024 Q4	$187K	Buy	+14,596	New	+$193K	0.01%	757

Other funds holding EFT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $242M AUM

StoneX Group's EFT Position: Q1 2026 in Review

StoneX Group sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2026, closing a stake of 16,479 shares — an estimated $186K sold.

StoneX Group first reported a position in EFT in Q4 2024 and held it in 4 quarters. The position peaked at $220K in Q1 2025. 86 funds tracked by Wall St. Rank hold EFT as of Q1 2026.

StoneX Group reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 16,479 Eaton Vance Floating-Rate Income Trust shares in Q1 2026, an estimated $186K.
StoneX Group first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2024 and held it in 4 quarters.
StoneX Group's Eaton Vance Floating-Rate Income Trust position peaked at $220K in Q1 2025.
86 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.