WOSD
FMTM

WFA of San Diego’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

WFA of San Diego’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 		$10.4K Buy
+300
New +$10.6K 0.01% 294

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
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

WFA of San Diego's FMTM Position: Q1 2026 in Review

WFA of San Diego opened a new position in MarketDesk Focused U.S. Momentum ETF (FMTM) in Q1 2026: 300 shares worth $10.4K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

17 funds tracked by Wall St. Rank hold FMTM as of Q1 2026.

  • WFA of San Diego held 300 shares of MarketDesk Focused U.S. Momentum ETF worth $10.4K as of Q1 2026.
  • MarketDesk Focused U.S. Momentum ETF was a new WFA of San Diego position in Q1 2026.
  • MarketDesk Focused U.S. Momentum ETF made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #294 holding.
  • 17 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.