Dakota Wealth Management
FMTM icon

Dakota Wealth Management’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Dakota Wealth Management’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
Q3 		$4M Sell
102,651
-1,530
-1% -$59.8K 0.07% 216
2026
Q2 		$4.55M Buy
104,181
+6,619
+7% +$264K 0.09% 196
2026
Q1 		$3.39M Buy
97,562
+2,236
+2% +$79K 0.07% 213
2025
Q4 		$3.06M Buy
+95,326
New +$2.98M 0.05% 231

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Golden State Equity Partners
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MA
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Englebert Financial Advisers
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Andina Capital Management
Andina Capital Management Lehi, Utah $69.4M AUM 8.18% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return
WESPAC Advisors
WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

Dakota Wealth Management's FMTM Position: Q3 2026 in Review

Dakota Wealth Management reduced its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 1.5% in Q3 2026, selling an estimated $59.8K and leaving 102,651 shares worth $4M. The position accounts for 0.07% of the portfolio, ranked #216.

Dakota Wealth Management first reported a position in FMTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.55M in Q2 2026. 33 funds tracked by Wall St. Rank hold FMTM as of Q3 2026.

  • Dakota Wealth Management held 102,651 shares of MarketDesk Focused U.S. Momentum ETF worth $4M as of Q3 2026.
  • Dakota Wealth Management sold 1,530 MarketDesk Focused U.S. Momentum ETF shares in Q3 2026, an estimated $59.8K.
  • MarketDesk Focused U.S. Momentum ETF made up 0.07% of Dakota Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Dakota Wealth Management first reported a position in MarketDesk Focused U.S. Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • Dakota Wealth Management's MarketDesk Focused U.S. Momentum ETF position peaked at $4.55M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.