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
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

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
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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Dakota Wealth Management's FMTM Position: Q2 2026 in Review

Dakota Wealth Management increased its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 6.8% in Q2 2026, buying an estimated $264K and bringing the position to 104,181 shares worth $4.55M. The position accounts for 0.09% of the portfolio, ranked #196.

Dakota Wealth Management first reported a position in FMTM in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold FMTM as of Q2 2026.

  • Dakota Wealth Management held 104,181 shares of MarketDesk Focused U.S. Momentum ETF worth $4.55M as of Q2 2026.
  • Dakota Wealth Management bought 6,619 MarketDesk Focused U.S. Momentum ETF shares in Q2 2026, an estimated $264K.
  • MarketDesk Focused U.S. Momentum ETF made up 0.09% of Dakota Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Dakota Wealth Management first reported a position in MarketDesk Focused U.S. Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.