Moss Adams Wealth Advisors LLC FCT — FIRST TR SR FLTG RATE INCOME

Ownership history in Moss Adams Wealth Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Moss Adams Wealth Advisors LLC reported FIRST TR SR FLTG RATE INCOME (FCT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows FCT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moss Adams Wealth Advisors LLC's position in FIRST TR SR FLTG RATE INCOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCT stock page Moss Adams Wealth Advisors LLC fund profile Moss Adams Wealth Advisors LLC full holdings
How Moss Adams Wealth Advisors LLC held FCT — position size vs. price
% of Fund (quarterly)    FCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 15,161 — 0% 0.01% $146K 2026-04-23 $9.69
2025 Q4 REDUCED — — — 15,161 -274 -1.8% 0.01% $153K 2026-01-26 $9.70
2025 Q3 REDUCED 6.9% +3.6% ❌ 15,435 -1,142 -6.9% 0.01% $154K 2025-10-21 $9.10
2025 Q2 ADDED — — — 16,577 +100 +0.6% 0.02% $168K 2025-07-17 $9.17
2025 Q1 UNCHANGED — — — 16,477 — 0% 0.02% $167K 2025-04-14 $8.57
2024 Q4 INITIATED — — — 16,477 — — 0.02% $171K 2025-01-15 $8.90

🏢 Other funds also holding FCT

As of 2026 Q1 — sorted by position size

Verity Asset Management, Inc. 3Y 7Y 0.28% Everstar Asset Management, LLC 0.21% Sunpointe, LLC 0.06% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.04% SeaCrest Wealth Management, LLC 3Y 7Y 0.02% UHLMANN PRICE SECURITIES, LLC 0.01% KINGSWOOD WEALTH ADVISORS, LLC 0.01% CX Institutional 3Y 7Y 0.01% WPG Advisers, LLC 0.01% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.01%

FAQ About Moss Adams Wealth Advisors LLC and FCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moss Adams Wealth Advisors LLC reported owning FCT?

Moss Adams Wealth Advisors LLC reported FCT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FCT position in Moss Adams Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for FCT was 0.02% in 2024 Q4.

What is the latest reported FCT position on this page?

The most recent filing on this page is 2026 Q1, when Moss Adams Wealth Advisors LLC reported 15,161 shares, equal to 0.01% of portfolio, with an estimated market value of $146K.

What does the chart on this FCT ownership page compare?

The chart compares Moss Adams Wealth Advisors LLC's quarterly FCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Moss Adams Wealth Advisors LLC time their FCT position?

Based on 13F filing dates vs. subsequent FCT price moves, Moss Adams Wealth Advisors LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FCT relative to SPY over the holding period was -8.1%.

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