AFO
FMTM

Arrowroot Family Office’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Arrowroot Family Office’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
Q1 		$5.09M Buy
146,482
+46,152
+46% +$1.63M 1.68% 16
2025
Q4 		$3.22M Buy
100,330
+38,148
+61% +$1.19M 1.17% 26
2025
Q3 		$1.86M Buy
62,182
+7,867
+14% +$218K 0.74% 32
2025
Q2 		$1.45M Buy
+54,315
New +$1.38M 0.65% 40

Other funds holding FMTM

SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return
SWM
Steelhead Wealth Management Glen Allen, Virginia $197M AUM
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
GWM
Goldenstone Wealth Management El Dorado Hills, California $137M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowroot Family Office's FMTM Position: Q1 2026 in Review

Arrowroot Family Office increased its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 46% in Q1 2026, buying an estimated $1.63M and bringing the position to 146,482 shares worth $5.09M. The position accounts for 1.68% of the portfolio, ranked #16.

Arrowroot Family Office first reported a position in FMTM in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold FMTM as of Q1 2026.

  • Arrowroot Family Office held 146,482 shares of MarketDesk Focused U.S. Momentum ETF worth $5.09M as of Q1 2026.
  • Arrowroot Family Office bought 46,152 MarketDesk Focused U.S. Momentum ETF shares in Q1 2026, an estimated $1.63M.
  • MarketDesk Focused U.S. Momentum ETF made up 1.68% of Arrowroot Family Office's portfolio in Q1 2026, its #16 holding.
  • Arrowroot Family Office first reported a position in MarketDesk Focused U.S. Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.