EFT Institutional Ownership
Eaton Vance Floating-Rate Income Trust
1W: +1.3%
1M: +0.5%
3M: -0.7%
YTD: -5.1%
1Y: -7.2%
3Y: +7.7%
5Y: +6.1%
$10.61
-0.13 (-1.21%)
Weekly Expected Move ±1.8%
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Institutional Ownership — EFT
95
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$99M
Total Invested
9
New Positions
29
Increased
38
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (107 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 1,103,458 | $$12M | +379,325 | +52.4% | 7Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,088,727 | $$12M | +100,431 | +10.2% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 911,066 | $$10M | +71,437 | +8.5% | 15Q | SEC ↗ |
| 4 | LOOMIS SAYLES & CO L P | 596,159 | $$6M | +137,942 | +30.1% | 2Q | SEC ↗ |
| 5 | Advisors Asset Management, Inc. | 551,971 | $$6M | +3,922 | +0.7% | 41Q | SEC ↗ |
| 6 | Invesco Ltd. | 520,407 | $$6M | +11,896 | +2.3% | 66Q | SEC ↗ |
| 7 | 1607 Capital Partners, LLC | 431,397 | $$5M | -391,738 | -47.6% | 4Q | SEC ↗ |
| 8 | GUGGENHEIM CAPITAL LLC | 404,405 | $$4M | -30,541 | -7.0% | 64Q | SEC ↗ |
| 9 | Hennion & Walsh Asset Management, Inc. | 300,586 | $$3M | +42,408 | +16.4% | 14Q | SEC ↗ |
| 10 | Thayer Partners, LLC / MA | 271,432 | $$3M | +38,226 | +16.4% | 3Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 218,293 | $$2M | +44,201 | +25.4% | 86Q | SEC ↗ |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 218,069 | $$2M | +4,206 | +2.0% | 6Q | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 210,222 | $$2M | +78,334 | +59.4% | 3Q | SEC ↗ |
| 14 | Ethos Financial Group, LLC | 194,431 | $$2M | -3,493 | -1.8% | 6Q | SEC ↗ |
| 15 | ICON ADVISERS INC/CO | 180,280 | $$2M | +10,000 | +5.9% | 3Q | SEC ↗ |
| 16 | COHEN & STEERS, INC. | 147,240 | $$2M | — | +0.0% | 16Q | SEC ↗ |
| 17 | LPL Financial LLC | 138,067 | $$1M | +9,349 | +7.3% | 61Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 132,168 | $$1M | -313 | -0.2% | 26Q | SEC ↗ |
| 19 | MAI Capital Management | 107,194 | $$1M | -2,898 | -2.6% | 7Q | SEC ↗ |
| 20 | Keating Financial Advisory Services, I | 106,351 | $$1M | -30,178 | -22.1% | 3Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 95,926 | $$1M | -6,974 | -6.8% | 69Q | SEC ↗ |
| 22 | UBS Group AG | 94,820 | $$1M | -13,025 | -12.1% | 47Q | SEC ↗ |
| 23 | Logan Stone Capital, LLC | 86,613 | $$919K | -130,583 | -60.1% | 4Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 79,049 | $$839K | +10,827 | +15.9% | 10Q | SEC ↗ |
| 25 | Balyasny Asset Management L.P. | 65,175 | $$692K | -93,904 | -59.0% | 4Q | SEC ↗ |
| 26 | Garner Asset Management Corp | 57,383 | $$609K | +1,185 | +2.1% | 37Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 57,016 | $$605K | -3,345 | -5.5% | 16Q | SEC ↗ |
| 28 | NewEdge Advisors, LLC | 53,282 | $$565K | -7,167 | -11.9% | 15Q | SEC ↗ |
| 29 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 41,909 | $$445K | -40,355 | -49.1% | 6Q | SEC ↗ |
| 30 | Saba Capital Management, L.P. NEW | 38,347 | $$407K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Apollon Wealth Management, LLC | 37,909 | $$402K | -5,938 | -13.5% | 19Q | SEC ↗ |
| 32 | REGIONS FINANCIAL CORP | 35,322 | $$375K | -300 | -0.8% | 27Q | SEC ↗ |
| 33 | Janney Montgomery Scott LLC | 34,400 | $$365K | -500 | -1.4% | 4Q | SEC ↗ |
| 34 | Hilltop Partners LLC | 34,122 | $$362K | +7,840 | +29.8% | 2Q | SEC ↗ |
| 35 | Shaker Financial Services, LLC | 33,856 | $$359K | -20,031 | -37.2% | 4Q | SEC ↗ |
| 36 | Virtus Investment Advisers, LLC | 33,745 | $$358K | -12,149 | -26.5% | 6Q | SEC ↗ |
| 37 | CHOREO, LLC | 30,000 | $$318K | -1,142 | -3.7% | 9Q | SEC ↗ |
| 38 | Ballentine Partners, LLC | 27,846 | $$295K | — | +0.0% | 16Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 27,178 | $$288K | +15,419 | +131.1% | 3Q | SEC ↗ |
| 40 | Westchester Capital Management, LLC | 26,678 | $$283K | — | +0.0% | 4Q | SEC ↗ |
| 41 | BENJAMIN EDWARDS INC | 26,470 | $$281K | — | +0.0% | 8Q | SEC ↗ |
| 42 | MCCARTER PRIVATE WEALTH SERVICES LLC NEW | 25,637 | $$272K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 24,660 | $$262K | -11,183 | -31.2% | 62Q | SEC ↗ |
| 44 | Dynamic Advisor Solutions LLC | 21,520 | $$228K | +2,342 | +12.2% | 17Q | SEC ↗ |
| 45 | STIFEL FINANCIAL CORP | 21,261 | $$226K | -1,700 | -7.4% | 49Q | SEC ↗ |
| 46 | NOMURA HOLDINGS INC | 20,000 | $$212K | +1,225 | +6.5% | 3Q | SEC ↗ |
| 47 | MELFA WEALTH MANAGEMENT, INC. | 19,850 | $$211K | -5,469 | -21.6% | 15Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 19,515 | $$207K | +6,045 | +44.9% | 2Q | SEC ↗ |
| 49 | HBK Sorce Advisory LLC | 19,110 | $$203K | — | +0.0% | 23Q | SEC ↗ |
| 50 | RETIREMENT PLANNING GROUP, LLC / NY | 18,281 | $$194K | -8,439 | -31.6% | 4Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Saba Capital Management, L.P. | 38,347 | $$407K |
| MCCARTER PRIVATE WEALTH SERVICES LL | 25,637 | $$272K |
| J.W. COLE ADVISORS, INC. | 10,843 | $$115K |
| XTX Topco Ltd | 10,362 | $$110K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,280 | $$98K |
| Arax Advisory Partners | 7,326 | $$78K |
| BNP PARIBAS FINANCIAL MARKETS | 906 | $$10K |
| NATIONAL BANK OF CANADA /FI | 700 | $$7K |
| JFS WEALTH ADVISORS, LLC | 71 | $$1K |
| CWM, LLC | 40 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 325,355 | $$3M |
| Pathstone Holdings, LLC | 207,141 | $$2M |
| Almitas Capital LLC | 59,404 | $$630K |
| Lido Advisors, LLC | 45,000 | $$477K |
| Morse Asset Management, Inc | 41,500 | $$440K |
| Ionic Capital Management LLC | 30,000 | $$318K |
| Koshinski Asset Management, Inc. | 23,556 | $$250K |
| Virtu Financial LLC | 21,319 | $$226K |
| StoneX Group Inc. | 16,479 | $$175K |
| First Heartland Consultants, Inc. | 16,008 | $$170K |
| Marex Group plc | 15,963 | $$169K |
| HRT FINANCIAL LP | 14,577 | $$155K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14,129 | $$150K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,883 | $$126K |
| Wealthspire Advisors, LLC | 10,195 | $$108K |
| MeadowBrook Investment Advisors LLC | 5,885 | $$62K |
| Advisory Services Network, LLC | 5,155 | $$55K |
| BARD ASSOCIATES INC | 4,927 | $$52K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,000 | $$11K |
| Farther Finance Advisors, LLC | 800 | $$8K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +379,325 | +52.4% | 1,103,458 |
| LOOMIS SAYLES & CO L P | +137,942 | +30.1% | 596,159 |
| MORGAN STANLEY | +100,431 | +10.2% | 1,088,727 |
| Baird Financial Group, Inc. | +78,334 | +59.4% | 210,222 |
| BANK OF AMERICA CORP /DE | +71,437 | +8.5% | 911,066 |
| WELLS FARGO & COMPANY/MN | +44,201 | +25.4% | 218,293 |
| Hennion & Walsh Asset Management, I | +42,408 | +16.4% | 300,586 |
| Thayer Partners, LLC / MA | +38,226 | +16.4% | 271,432 |
| CITADEL ADVISORS LLC | +15,419 | +131.1% | 27,178 |
| Invesco Ltd. | +11,896 | +2.3% | 520,407 |
| Cetera Investment Advisers | +10,827 | +15.9% | 79,049 |
| ICON ADVISERS INC/CO | +10,000 | +5.9% | 180,280 |
| LPL Financial LLC | +9,349 | +7.3% | 138,067 |
| Hilltop Partners LLC | +7,840 | +29.8% | 34,122 |
| Kestra Advisory Services, LLC | +6,045 | +44.9% | 19,515 |
| WOLVERINE ASSET MANAGEMENT LLC | +4,206 | +2.0% | 218,069 |
| Advisors Asset Management, Inc. | +3,922 | +0.7% | 551,971 |
| Dynamic Advisor Solutions LLC | +2,342 | +12.2% | 21,520 |
| JPMORGAN CHASE & CO | +2,030 | +27.5% | 9,423 |
| CoreCap Advisors, LLC | +1,300 | +100.0% | 2,600 |