DWM
FMTM

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
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

Other funds holding FMTM

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 $302M AUM 14.21% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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

Dakota Wealth Management's FMTM Position: Q1 2026 in Review

Dakota Wealth Management increased its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 2.3% in Q1 2026, buying an estimated $79K and bringing the position to 97,562 shares worth $3.39M. The position accounts for 0.07% of the portfolio, ranked #213.

Dakota Wealth Management first reported a position in FMTM in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold FMTM as of Q1 2026.

  • Dakota Wealth Management held 97,562 shares of MarketDesk Focused U.S. Momentum ETF worth $3.39M as of Q1 2026.
  • Dakota Wealth Management bought 2,236 MarketDesk Focused U.S. Momentum ETF shares in Q1 2026, an estimated $79K.
  • MarketDesk Focused U.S. Momentum ETF made up 0.07% of Dakota Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Dakota Wealth Management first reported a position in MarketDesk Focused U.S. Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.