Institutional Ownership Eaton Vance Floating Rate Income Trust (EFT)
This table provides information about the institutional ownership of Eaton Vance Floating Rate Income Trust (EFT). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 8.41 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,421
shares
|
$583,752
0.0% of portfolio
|
Q3 2024
Added 33.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
45,000
shares
|
$553,950
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
39,224
shares
|
$482,847
0.0% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
37,846
shares
|
$465,884
0.13% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,652
shares
|
$426,566
0.0% of portfolio
|
Q1 2025
Reduced 50.57%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
31,142
shares
|
$383,358
0.01% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
29,158
shares
|
$358,934
0.01% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,925
shares
|
$356,066
0.01% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
28,075
shares
|
$345,603
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
27,846
shares
|
$342,784
0.01% of portfolio
|
Q4 2023
Reduced 49.28%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
26,245
shares
|
$323,075
0.01% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
25,319
shares
|
$311,676
0.21% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
21,902
shares
|
$269,613
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
21,152
shares
|
$260,381
0.01% of portfolio
|
Q1 2025
Reduced 48.6%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
21,076
shares
|
$259,445
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
21,024
shares
|
$258,805
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
17,491
shares
|
$215,314
0.01% of portfolio
|
Q1 2025
Added 19.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
16,948
shares
|
$208,629
0.01% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,107
shares
|
$198,277
0.0% of portfolio
|
Q4 2024
Reduced 21.54%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,790
shares
|
$194,374
0.0% of portfolio
|
Q1 2021
Reduced 5.96%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
15,192
shares
|
$187,013
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
15,126
shares
|
$186,201
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,865
shares
|
$158,368
0.0% of portfolio
|
Q1 2025
Added 24.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
12,706
shares
|
$156,410
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,629
shares
|
$155,462
0.0% of portfolio
|
Q1 2025
Reduced 13.14%
|