EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

77 hedge funds and large institutions have $98.4M invested in Eaton Vance Floating-Rate Income Trust in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$2.77M
2
LPL Financial
2
LPL Financial
California
$3.56M
3
Raymond James Financial
3
Raymond James Financial
Florida
$9.62M
4
CIAS
4
Capital Investment Advisory Services
North Carolina
$1,000K
5
VIA
5
Virtus Investment Advisers
Connecticut
$936K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.9M
2
VEA
2
Virtus ETF Advisers
New York
$0
3
GC
3
Guggenheim Capital
Illinois
$6.99M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$492K -$40.8K -3,253 -8%
MAM
27
Morse Asset Management
Connecticut
$475K +$929 +74 +0.2%
Ameriprise
28
Ameriprise
Minnesota
$435K -$445K -35,448 -51%
CL
29
Choreo LLC
Illinois
$391K +$14.3K +1,142 +4%
HSA
30
HBK Sorce Advisory
Pennsylvania
$366K -$28.8K -2,292 -7%
BEI
31
Benjamin Edwards Inc
Missouri
$352K – – –
BP
32
Ballentine Partners
Massachusetts
$349K – – –
RAM
33
Readystate Asset Management
Illinois
$329K +$42.1K +3,351 +15%
MWM
34
Melfa Wealth Management
Massachusetts
$318K – – –
WAM
35
Wolverine Asset Management
Illinois
$275K +$275K +21,902 New
JIC
36
Joel Isaacson & Co
New York
$265K -$251K -20,000 -49%
LCM
37
Landscape Capital Management
New Jersey
$265K +$265K +21,076 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$264K -$12.6K -1,000 -5%
SG
39
StoneX Group
New York
$220K +$36.3K +2,895 +20%
DAS
40
Dynamic Advisor Solutions
Arizona
$213K +$14.2K +1,135 +7%
PAG
41
Private Advisor Group
New Jersey
$202K – – –
BA
42
Bard Associates
Illinois
$191K – – –
FHC
43
First Heartland Consultants
Missouri
$190K +$190K +15,126 New
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$162K +$3.08K +245 +2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$161K +$32.3K +2,570 +25%
CIA
46
Concurrent Investment Advisors
Florida
$159K – – –
Truist Financial
47
Truist Financial
North Carolina
$158K -$24K -1,911 -13%
HKAM
48
Horizon Kinetics Asset Management
New York
$151K – – –
PI
49
PFG Investments
New York
$150K +$853 +68 +0.6%
KPWS
50
Kestra Private Wealth Services
Texas
$142K +$142K +11,278 New
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