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The company

XAI Floating Rate & Alternative Income Trust Common Shares of Beneficial Interest

XFLT · NYSE

FinancialsFunds, Shells & SPACs

XFLT stood above a rising 150-day average in 2 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 7.8% below that average now. Financials: 53% of its 739 stocks in an uptrend (−0 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 1
Insider buys, 12 months
$173K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
58 (+6)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 2 of 52 weeks.

23 Apr – 22 Oct
47%54%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
−$67K$0$94KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months3
Sale orders, 12 months0
Buyers · sellers2 · 0
WhoDidSharesTraded
John Yogi SpenceOtherbought2,000at $17.0721 Oct 2026filed 22 Oct 2026
John Yogi SpenceVice Presidentbought5,000at $3.9019 Feb 2026filed 19 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders58+6 on the quarter
New · exited13 · 7
Reported value$65.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
MORGAN STANLEYadded · filed 13 Aug 2026619,502$10.9M+17,308+2.9%
Eagle Point Credit Management LLCunchanged · filed 11 Aug 2026439,852$7.7M00.0%
Matisse Capitaladded · filed 12 Aug 2026346,096$6.1M+2,000+0.6%
Bulldog Investors, LLPadded · filed 14 Aug 2026316,500$5.6M+129,570+69.3%
CITADEL ADVISORS LLCnew · filed 14 Aug 2026286,821$5.0M+286,821
GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 2026222,180$3.9M+69,642+45.7%
Thomas J. Herzfeld Advisors, Inc.added · filed 10 Aug 2026198,688$3.5M+139,143+233.7%
ENVESTNET ASSET MANAGEMENT INCnew · filed 3 Aug 2026163,288$2.9M+163,288
Cresset Asset Management, LLCunchanged · filed 14 Aug 2026143,955$2.5M00.0%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.reduced · filed 12 Aug 2026142,707$2.5M-1,520−1.1%
31 Mar 2023 – 30 Jun 2026
406488Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

John Yogi Spence Company insiderOther · last 21 Oct 202636 · 28
Benjamin McCulloch Company insiderSecretary & CLO · last 24 Dec 20253 · 0
Kimberly Ann Flynn Company insiderVice President · last 24 Dec 20250 · 0
Theodore J. Brombach Company insiderPresident & CEO · last 24 Dec 202524 · 27
Lauren Kristen Law Company insiderOther · last 24 Oct 20251 · 0
Scott C. Jones Company insiderOther · last 11 Sep 20254 · 2
John P. McGarrity Company insiderOther · last 8 Dec 20214 · 1
Philip G. Franklin Company insiderOther · last 24 Mar 20202 · 0
Andrew David Gordon Company insiderOther · last 20 Mar 20202 · 0
Gregory Dingens Company insiderOther · last 3 Apr 20192 · 0
Lauren Michelle Basmadjian Company insiderOther · last 14 Jan 20192 · 0
Danielle Cupps Company insiderOther · last 12 Sep 20186 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.