Lokken Investment Group’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Lokken Investment Group’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
2025 Q3	$2.64M	Buy	+88,177	New	+$2.44M	0.91%	26

Other funds holding FMTM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

AFO

Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return

ACM

Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Lokken Investment Group's FMTM Position: Q3 2025 in Review

Lokken Investment Group opened a new position in MarketDesk Focused U.S. Momentum ETF (FMTM) in Q3 2025: 88,177 shares worth $2.64M. The stake represents 0.91% of the portfolio and ranks #26 among its holdings.

12 funds tracked by Wall St. Rank hold FMTM as of Q3 2025.

Lokken Investment Group held 88,177 shares of MarketDesk Focused U.S. Momentum ETF worth $2.64M as of Q3 2025.
MarketDesk Focused U.S. Momentum ETF was a new Lokken Investment Group position in Q3 2025.
MarketDesk Focused U.S. Momentum ETF made up 0.91% of Lokken Investment Group's portfolio in Q3 2025, its #26 holding.
12 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.