EFT

Eaton Vance Floating-Rate Income Trust
EFT

Overview Fund Activity

91 hedge funds and large institutions have $129M invested in Eaton Vance Floating-Rate Income Trust in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
1
Sather Financial Group
Texas
$3.63M
2
1CP
2
1607 Capital Partners
Virginia
$2.99M
3
RCM
3
Rivernorth Capital Management
Florida
$2.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.1M
5
SIA
5
Sit Investment Associates
Minnesota
$1.19M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$167K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$302K
3
GC
3
Guggenheim Capital
Illinois
$6.2M
4
RJA
4
Raymond James & Associates
Florida
$7.34M
5
CWM
5
Circle Wealth Management
New Jersey
$401K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$30K +$30K +2,705 New
BAM
77
Belpointe Asset Management
Nevada
$29.1K +$29.1K +2,624 New
AWM
78
Atticus Wealth Management
Florida
$24K – – –
RBC
79
Roble Belko & Company
Pennsylvania
$20K – – –
CSC
80
Caldwell Sutter Capital
California
$9.01K +$9.01K +812 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$7.49K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$6K +$120 +11 +2%
EWA
83
EverSource Wealth Advisors
Alabama
$4.16K +$4.16K +375 New
SWM
84
Spire Wealth Management
Virginia
$4K – – –
KFI
85
Key Financial Inc
Pennsylvania
$3.69K – – –
CS
86
Comerica Securities
Michigan
$2.23K +$2.23K +200 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$2.22K – – –
GI
88
Gradient Investments
Minnesota
$2.09K – – –
LC
89
Lindbrook Capital
California
$166 – – –
CA
90
CoreCap Advisors
Michigan
$130 +$130 +11 New
NA
91
NewEdge Advisors
Louisiana
$76 +$76 +6,827 New
HNB
92
Huntington National Bank
Ohio
$22 – – –
OFG
93
OTA Financial Group
New York
– -$222K -19,557 Closed
PAG
94
Private Advisor Group
New Jersey
– -$176K -15,488 Closed
LPIC
95
LeJeune Puetz Investment Counsel
Michigan
– -$165K -14,500 Closed
RJTCONH
96
Raymond James Trust Company of New Hampshire
New Hampshire
– -$131K -11,518 Closed
WANY
97
Wealthspire Advisors (New York)
New York
– -$122K -10,754 Closed
AWM
98
AE Wealth Management
Kansas
– -$118K -10,395 Closed
FHA
99
First Horizon Advisors
Tennessee
– -$31K -2,805 Closed
MA
100
Montag & Associates
Georgia
– -$26K -2,309 Closed
1 2 3
4
5