EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

75 hedge funds and large institutions have $121M invested in Eaton Vance Floating-Rate Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
27
Reduced
11
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$2.28M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.15M
3
GC
3
Guggenheim Capital
Illinois
$6.37M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.5M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
ISSM
2
Invesco Senior Secured Management
New York
$0
3
IC
3
Intersect Capital
California
$2.31M
4
Bank of America
4
Bank of America
North Carolina
$20.3M
5
AAM
5
Advisors Asset Management
Colorado
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
51
Geneva Partners
Wisconsin
$151K -$75.5K -5,000 -33%
AA
52
Addison Advisors
Vermont
$150K – – –
WFS
53
Widmann Financial Services
Maryland
$145K +$145K +9,630 New
LWP
54
Lumature Wealth Partners
Georgia
$99K – – –
CHA
55
Carmichael Hill & Associates
Maryland
$71K – – –
FCMA
56
Foresight Capital Management Advisors
Michigan
$43K +$43K +2,825 New
AWM
57
Atticus Wealth Management
Florida
$33K – – –
MA
58
Montag & Associates
Georgia
$33K +$514 +34 +2%
RBC
59
Roble Belko & Company
Pennsylvania
$27K -$6.14K -402 -19%
WWM
60
Wagner Wealth Management
South Carolina
$23K – – –
APA
61
American Portfolios Advisors
New York
$20.7K +$317 +21 +2%
AF
62
Allworth Financial
California
$15K – – –
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$29 +2 +0.3%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$10K – – –
SCA
65
Sandy Cove Advisors
Massachusetts
$10K +$10K +685 New
AWA
66
Amplius Wealth Advisors
Pennsylvania
$10K +$10K +705 New
BWM
67
Baystate Wealth Management
Massachusetts
$8K +$125 +8 +2%
SCA
68
Snowden Capital Advisors
New York
$7K +$7K +500 New
SWM
69
Spire Wealth Management
Virginia
$5K – – –
KFI
70
Key Financial Inc
Pennsylvania
$5K – – –
LC
71
Lindbrook Capital
California
$5K +$4.77K +310 +2,067%
HR
72
Howe & Rusling
New York
$5K +$5K +362 New
HI
73
Hudock Inc
Pennsylvania
$4K – – –
GI
74
Gradient Investments
Minnesota
$3K – – –
CA
75
CoreCap Advisors
Michigan
$1K +$1K +10 New
1 2
3
4