Worth Asset Management’s MarketDesk Focused U.S. Momentum ETF FMTM Stock Holding History

Worth Asset Management’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	$210K	Buy	+4,805	New	+$192K	0.07%	197

Other funds holding FMTM

Raymond James Financial

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Steelhead Wealth Management Glen Allen, Virginia $248M AUM

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Worth Asset Management's FMTM Position: Q2 2026 in Review

Worth Asset Management opened a new position in MarketDesk Focused U.S. Momentum ETF (FMTM) in Q2 2026: 4,805 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #197 among its holdings.

31 funds tracked by Wall St. Rank hold FMTM as of Q2 2026.

Worth Asset Management held 4,805 shares of MarketDesk Focused U.S. Momentum ETF worth $210K as of Q2 2026.
MarketDesk Focused U.S. Momentum ETF was a new Worth Asset Management position in Q2 2026.
MarketDesk Focused U.S. Momentum ETF made up 0.07% of Worth Asset Management's portfolio in Q2 2026, its #197 holding.
31 funds tracked by Wall St. Rank held MarketDesk Focused U.S. Momentum ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.