FIRST TRUST ADVISORS LP
Position in EVG — Eaton Vance Short Duration Diversified Income Fund
CIK 1125816
Wheaton, IL
Position in EVG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,401,550
+$32,418 QoQ
Shares Held
130,014
+1.5% QoQ
Ownership
0.966%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 41 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $2,547,930,904 across 103 Asset Management names. EVG ranks #66 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,075,144 | $493,233,061 | |
| 2 | TROW |
Price T Rowe Group Inc
|
3,902,311 | $443,653,737 | |
| 3 | STT |
State Street Corp
|
2,148,846 | $364,444,281 | |
| 4 | RJF |
Raymond James Financial Inc
|
1,887,400 | $286,941,422 | |
| 5 | BX |
Blackstone Inc.
|
1,474,305 | $173,481,469 | |
| 6 | SEIC |
Sei Investments Co
|
1,501,972 | $131,737,963 | |
| 7 | NTRS |
Northern Trust Corp
|
649,498 | $112,908,732 | |
| 8 | FHI |
Federated Hermes, Inc.
|
1,198,348 | $66,172,776 |
All Filings in EVG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401,550 | 130,014 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,369,132 | 128,076 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,414,085 | 129,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,460,698 | 129,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,379,290 | 125,049 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,319,675 | 120,189 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,433,239 | 131,249 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,463,797 | 130,930 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,388,750 | 128,588 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,330,971 | 126,039 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,185,261 | 114,187 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,243,010 | 119,866 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,217,107 | 124,068 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,298,611 | 124,269 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,631,643 | 160,122 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,613,707 | 164,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,882,303 | 175,098 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,023,624 | 175,054 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,204,306 | 166,112 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,197,010 | 164,817 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $2,007,031 | 152,510 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,836,560 | 148,589 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,734,984 | 151,527 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,755,288 | 154,651 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,768,004 | 161,757 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||