WWM
EFT

WT Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

WT Wealth Management’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
Q1 		– Sell
-13,961
Closed -$179K – 129
2024
Q4 		$179K Sell
13,961
-8,774
-39% -$116K 0.06% 127
2024
Q3 		$296K Sell
22,735
-2,073
-8% -$27.3K 0.09% 110
2024
Q2 		$333K Buy
+24,808
New +$332K 0.11% 93

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
GC
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WT Wealth Management's EFT Position: Q1 2025 in Review

WT Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2025, closing a stake of 13,961 shares — an estimated $179K sold.

WT Wealth Management first reported a position in EFT in Q2 2024 and held it in 3 quarters. The position peaked at $333K in Q2 2024. 78 funds tracked by Wall St. Rank hold EFT as of Q1 2025.

  • WT Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2025 after selling out during the quarter.
  • WT Wealth Management sold 13,961 Eaton Vance Floating-Rate Income Trust shares in Q1 2025, an estimated $179K.
  • WT Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2024 and held it in 3 quarters.
  • WT Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $333K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2025.

Based on WT Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.