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 89 institutions that hold shares in the stock, with a total of 9.03 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
884
shares
|
$10,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
850
shares
|
$9,681
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
850
shares
|
$9,681
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
750
shares
|
$8,542
0.0% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
609
shares
|
$6,936
0.0% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
600
shares
|
$6,834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
571
shares
|
$6,503
0.0% of portfolio
|
Q2 2023
Reduced 78.66%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
330
shares
|
$3,758
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
325
shares
|
$3,701
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
100
shares
|
$1,139
0.0% of portfolio
|
Q4 2024
Reduced 58.33%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
40
shares
|
$455
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
15
shares
|
$170
0.0% of portfolio
|
Q3 2022
Reduced 85.85%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2
shares
|
$22
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|