APFP
FMTM

Action Point Financial Planning’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Action Point Financial Planning’s Portfolio FMTM Stock Details FMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360K Buy
+8,260
New +$330K 0.04% 320

Other funds holding FMTM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
SWM
Steelhead Wealth Management Glen Allen, Virginia $248M AUM
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Action Point Financial Planning's FMTM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in MarketDesk Focused U.S. Momentum ETF (FMTM) in Q2 2026: 8,260 shares worth $360K. The stake represents 0.04% of the portfolio and ranks #320 among its holdings.

30 funds tracked by Wall St. Rank hold FMTM as of Q2 2026.

  • Action Point Financial Planning held 8,260 shares of MarketDesk Focused U.S. Momentum ETF worth $360K as of Q2 2026.
  • MarketDesk Focused U.S. Momentum ETF was a new Action Point Financial Planning position in Q2 2026.
  • MarketDesk Focused U.S. Momentum ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #320 holding.
  • 30 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.