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
Q2 		$919K Buy
21,070
+1,455
+7% +$58.1K 0.04% 321
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

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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 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

Money Concepts Capital's FMTM Position: Q2 2026 in Review

Money Concepts Capital increased its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 7.4% in Q2 2026, buying an estimated $58.1K and bringing the position to 21,070 shares worth $919K. The position accounts for 0.04% of the portfolio, ranked #321.

Money Concepts Capital first reported a position in FMTM in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold FMTM as of Q2 2026.

  • Money Concepts Capital held 21,070 shares of MarketDesk Focused U.S. Momentum ETF worth $919K as of Q2 2026.
  • Money Concepts Capital bought 1,455 MarketDesk Focused U.S. Momentum ETF shares in Q2 2026, an estimated $58.1K.
  • MarketDesk Focused U.S. Momentum ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #321 holding.
  • Money Concepts Capital first reported a position in MarketDesk Focused U.S. Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.