RETIREMENT PLANNING GROUP, LLC / NY

Pension

Position in EFT — Eaton Vance Floating-Rate Income Trust

CIK 2057004 MALTA, NY

Position in EFT

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$286,705

-$8,359 QoQ

Shares Held

26,720

+2.2% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

RETIREMENT PLANNING GROUP, LLC / NY holds $7,099,171 across 3 Asset Management names. EFT ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCE	Nuveen Core Equity Alpha Fund	255,078	$3,770,052
2	PDI	PIMCO Dynamic Income Fund	177,815	$3,042,414
3	EFT	Eaton Vance Floating-Rate Income Trust This page	26,720	$286,705

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$286,705	26,720	+2.2%	Shares	Sole	2026-04-21
2025-12-31	$295,064	26,135	+2.2%	Shares	Sole	2026-02-02
2025-09-30	$300,900	25,565	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.