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
Q2 		$4.53M Buy
103,904
+3,507
+3% +$140K 0.09% 231
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

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
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

Mutual Advisors's FMTM Position: Q2 2026 in Review

Mutual Advisors increased its MarketDesk Focused U.S. Momentum ETF (FMTM) stake by 3.5% in Q2 2026, buying an estimated $140K and bringing the position to 103,904 shares worth $4.53M. The position accounts for 0.09% of the portfolio, ranked #231.

Mutual Advisors first reported a position in FMTM in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold FMTM as of Q2 2026.

  • Mutual Advisors held 103,904 shares of MarketDesk Focused U.S. Momentum ETF worth $4.53M as of Q2 2026.
  • Mutual Advisors bought 3,507 MarketDesk Focused U.S. Momentum ETF shares in Q2 2026, an estimated $140K.
  • MarketDesk Focused U.S. Momentum ETF made up 0.09% of Mutual Advisors's portfolio in Q2 2026, its #231 holding.
  • Mutual Advisors first reported a position in MarketDesk Focused U.S. Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 31 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.