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FMTM

MarketDesk Focused U.S. Momentum ETF
FMTM

11 hedge funds and large institutions have $18.9M invested in MarketDesk Focused U.S. Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $14.2M → $18.9M (+$4.68M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.84% less ownership

Funds ownership: 44.63% → 43.8% (-0.84%)

8% less funds holding

Funds holding: 12 → 11 (-1)

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dakota Wealth Management
Florida
+$2.98M
2
AFO
Arrowroot Family Office
California
+$1.19M
3
MA
Mutual Advisors
Nebraska
+$1.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$466K
5
SLWA
San Luis Wealth Advisors
California
+$462K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$232K
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.68K
3
UBS Group
UBS Group
Switzerland
-$3.65K
Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1
San Luis Wealth Advisors
California
$5.77M +$462K +14,801 +9%
MA
2
Mutual Advisors
Nebraska
$3.35M +$1.02M +32,680 +46%
AFO
3
Arrowroot Family Office
California
$3.22M +$1.19M +38,148 +61%
DWM
4
Dakota Wealth Management
Florida
$3.06M +$2.98M +95,326 New
ACM
5
Andina Capital Management
Utah
$1.87M +$29.4K +942 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$658K +$466K +14,904 +268%
MCC
7
Money Concepts Capital
Florida
$571K +$72.2K +2,312 +15%
GWM
8
Goldenstone Wealth Management
California
$347K +$337K +10,799 New
RDFA
9
Ritter Daniher Financial Advisory
Ohio
$1.77K – – –
IA
10
IFP Advisors
Florida
$1.16K +$1.13K +36 New
CA
11
CoreCap Advisors
Michigan
$257 – – –
Citadel Advisors
12
Citadel Advisors
Florida
– -$232K -7,750 Closed
JP Morgan Chase
13
JP Morgan Chase
New York
– -$3.68K -123 Closed
UBS Group
14
UBS Group
Switzerland
– -$3.65K -122 Closed

FMTM Hedge Fund Activity: Q4 2025 in Review

11 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in MarketDesk Focused U.S. Momentum ETF (FMTM) for Q4 2025, worth a combined $18.9M — up 33% from $14.2M a quarter earlier.

Fund positioning in FMTM was balanced in Q4 2025: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 0 trimmed.

The largest buyer was Dakota Wealth Management, opening a new position worth an estimated $2.98M. The largest seller was Citadel Advisors, exiting entirely with an estimated $232K sold.

  • 11 institutional investors held MarketDesk Focused U.S. Momentum ETF (FMTM) as of Q4 2025, down from 12 in Q3 2025.
  • Funds reported $18.9M of MarketDesk Focused U.S. Momentum ETF stock for Q4 2025, up 33% quarter-over-quarter.
  • 3 funds opened new MarketDesk Focused U.S. Momentum ETF positions in Q4 2025 and 3 closed out, a net change of 0 holders.
  • The largest MarketDesk Focused U.S. Momentum ETF buyer in Q4 2025 was Dakota Wealth Management, an estimated $2.98M added.
  • The largest MarketDesk Focused U.S. Momentum ETF seller in Q4 2025 was Citadel Advisors, an estimated $232K sold.

Based on aggregated 13F filings for Q4 2025.