MCC
FMTM

Money Concepts Capital’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Money Concepts Capital’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 		$682K Buy
19,615
+1,853
+10% +$65.5K 0.04% 334
2025
Q4 		$571K Buy
17,762
+2,312
+15% +$72.2K 0.03% 331
2025
Q3 		$462K Buy
+15,450
New +$428K 0.03% 334

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
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
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

Money Concepts Capital's FMTM Position: Q1 2026 in Review

Money Concepts Capital increased its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 10% in Q1 2026, buying an estimated $65.5K and bringing the position to 19,615 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #334.

Money Concepts Capital first reported a position in FMTM in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold FMTM as of Q1 2026.

  • Money Concepts Capital held 19,615 shares of MarketDesk Focused U.S. Momentum ETF worth $682K as of Q1 2026.
  • Money Concepts Capital bought 1,853 MarketDesk Focused U.S. Momentum ETF shares in Q1 2026, an estimated $65.5K.
  • MarketDesk Focused U.S. Momentum ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #334 holding.
  • Money Concepts Capital first reported a position in MarketDesk Focused U.S. Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.