MA
FMTM

Mutual Advisors’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Mutual Advisors’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 		$3.49M Sell
100,397
-3,958
-4% -$140K 0.07% 255
2025
Q4 		$3.35M Buy
104,355
+32,680
+46% +$1.02M 0.07% 259
2025
Q3 		$2.17M Buy
71,675
+3,374
+5% +$93.4K 0.05% 341
2025
Q2 		$1.85M Buy
68,301
+6,815
+11% +$173K 0.05% 337
2025
Q1 		$1.52M Buy
+61,486
New +$1.56M 0.04% 349

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
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
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

Mutual Advisors's FMTM Position: Q1 2026 in Review

Mutual Advisors reduced its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 3.8% in Q1 2026, selling an estimated $140K and leaving 100,397 shares worth $3.49M. The position accounts for 0.07% of the portfolio, ranked #255.

Mutual Advisors first reported a position in FMTM in Q1 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold FMTM as of Q1 2026.

  • Mutual Advisors held 100,397 shares of MarketDesk Focused U.S. Momentum ETF worth $3.49M as of Q1 2026.
  • Mutual Advisors sold 3,958 MarketDesk Focused U.S. Momentum ETF shares in Q1 2026, an estimated $140K.
  • MarketDesk Focused U.S. Momentum ETF made up 0.07% of Mutual Advisors's portfolio in Q1 2026, its #255 holding.
  • Mutual Advisors first reported a position in MarketDesk Focused U.S. Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.