SMART Wealth
FMTM icon

SMART Wealth’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

SMART Wealth’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
Q3 		– Sell
-78,391
Closed -$3.42M – 266
2026
Q2 		$3.42M Buy
+78,391
New +$3.13M 0.74% 42

Other funds holding FMTM

San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.38B AUM 27.63% 1-Year Est. Return
Englebert Financial Advisers
Englebert Financial Advisers Allentown, Pennsylvania $101M AUM 14.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Andina Capital Management
Andina Capital Management Lehi, Utah $69.4M AUM 8.18% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

SMART Wealth's FMTM Position: Q3 2026 in Review

SMART Wealth sold out of MarketDesk Focused U.S. Momentum ETF (FMTM) in Q3 2026, closing a stake of 78,391 shares — an estimated $3.42M sold.

SMART Wealth first reported a position in FMTM in Q2 2026 and held it in 1 quarter. The position peaked at $3.42M in Q2 2026. 34 funds tracked by Wall St. Rank hold FMTM as of Q3 2026.

  • SMART Wealth reported no remaining MarketDesk Focused U.S. Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • SMART Wealth sold 78,391 MarketDesk Focused U.S. Momentum ETF shares in Q3 2026, an estimated $3.42M.
  • SMART Wealth first reported a position in MarketDesk Focused U.S. Momentum ETF in Q2 2026 and held it in 1 quarter.
  • SMART Wealth's MarketDesk Focused U.S. Momentum ETF position peaked at $3.42M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.