FMTM Institutional Ownership
MarketDesk Focused U.S. Momentum ETF
1W: +1.5%
1M: +2.0%
3M: -4.2%
YTD: +19.4%
1Y: +30.7%
$39.49
+0.47 (+1.20%)
Weekly Expected Move ±2.0%
$38
$39
$39
$40
$41
Overview
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Institutional Ownership — FMTM
34
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
62M
Total Invested
17
New Positions
9
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC NEW | 294,933 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 2 | San Luis Wealth Advisors LLC | 285,414 | 11M | +18,947 | +7.1% | 5Q | SEC ↗ |
| 3 | Arrowroot Family Office, LLC | 152,820 | 6M | +6,338 | +4.3% | 5Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 123,520 | 5M | +119,548 | +3009.8% | 6Q | SEC ↗ |
| 5 | Dakota Wealth Management | 104,181 | 4M | +6,619 | +6.8% | 3Q | SEC ↗ |
| 6 | Mutual Advisors, LLC | 103,904 | 4M | +3,507 | +3.5% | 6Q | SEC ↗ |
| 7 | SMART Wealth LLC NEW | 78,391 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Steelhead Wealth Management LLC | 61,420 | 2M | +29,825 | +94.4% | 2Q | SEC ↗ |
| 9 | Avestar Capital, LLC | 43,318 | 2M | -1,211 | -2.7% | 2Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC | 24,561 | 970K | +22,061 | +882.4% | 2Q | SEC ↗ |
| 11 | MONEY CONCEPTS CAPITAL CORP | 21,070 | 832K | +1,455 | +7.4% | 4Q | SEC ↗ |
| 12 | Andina Capital Management, LLC | 20,204 | 798K | -20,703 | -50.6% | 5Q | SEC ↗ |
| 13 | BROWN ADVISORY INC NEW | 13,186 | 521K | — | +0.0% | 1Q | SEC ↗ |
| 14 | WEST MICHIGAN ADVISORS, LLC NEW | 12,652 | 500K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Goldenstone Wealth Management LLC | 11,803 | 466K | +579 | +5.2% | 3Q | SEC ↗ |
| 16 | Belpointe Asset Management LLC NEW | 10,956 | 433K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Keeler Thomas Management LLC NEW | 9,588 | 379K | — | +0.0% | 1Q | SEC ↗ |
| 18 | FIDUCIARY FINANCIAL ADVISORS NEW | 8,260 | 326K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Signet Private Wealth LLC NEW | 6,327 | 250K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Foundry Financial LLC NEW | 5,974 | 236K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Arax Advisory Partners NEW | 5,118 | 202K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Worth Asset Management, LLC NEW | 4,805 | 190K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Arkadios Wealth Advisors NEW | 4,655 | 184K | — | +0.0% | 1Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. NEW | 1,573 | 62K | — | +0.0% | 1Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 256 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Elevated Capital Advisors, LLC NEW | 238 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 27 | CoreCap Advisors, LLC | 143 | 6K | — | +0.0% | 4Q | SEC ↗ |
| 28 | UBS Group AG NEW | 80 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Ankerstar Wealth, LLC NEW | 50 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 30 | IFP Advisors, Inc | 36 | 1K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Ritter Daniher Financial Advisory LLC | 5 | 0K | — | +0.0% | 4Q | SEC ↗ |
| 32 | US BANCORP \DE | 0 | 0K | -1,657 | -100.0% | 1Q | SEC ↗ |
| 33 | WFA of San Diego, LLC | 0 | 0K | -300 | -100.0% | 1Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 0 | 0K | -4,056 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 294,933 | 12M |
| SMART Wealth LLC | 78,391 | 3M |
| BROWN ADVISORY INC | 13,186 | 521K |
| WEST MICHIGAN ADVISORS, LLC | 12,652 | 500K |
| Belpointe Asset Management LLC | 10,956 | 433K |
| Keeler Thomas Management LLC | 9,588 | 379K |
| FIDUCIARY FINANCIAL ADVISORS | 8,260 | 326K |
| Signet Private Wealth LLC | 6,327 | 250K |
| Foundry Financial LLC | 5,974 | 236K |
| Arax Advisory Partners | 5,118 | 202K |
| Worth Asset Management, LLC | 4,805 | 190K |
| Arkadios Wealth Advisors | 4,655 | 184K |
| OSAIC HOLDINGS, INC. | 1,573 | 62K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 256 | 10K |
| Elevated Capital Advisors, LLC | 238 | 9K |
| UBS Group AG | 80 | 3K |
| Ankerstar Wealth, LLC | 50 | 2K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JPMORGAN CHASE & CO | 4,056 | 160K |
| US BANCORP \DE | 1,657 | 65K |
| WFA of San Diego, LLC | 300 | 12K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +119,548 | +3009.8% | 123,520 |
| Steelhead Wealth Management LLC | +29,825 | +94.4% | 61,420 |
| Farther Finance Advisors, LLC | +22,061 | +882.4% | 24,561 |
| San Luis Wealth Advisors LLC | +18,947 | +7.1% | 285,414 |
| Dakota Wealth Management | +6,619 | +6.8% | 104,181 |
| Arrowroot Family Office, LLC | +6,338 | +4.3% | 152,820 |
| Mutual Advisors, LLC | +3,507 | +3.5% | 103,904 |
| MONEY CONCEPTS CAPITAL CORP | +1,455 | +7.4% | 21,070 |
| Goldenstone Wealth Management LLC | +579 | +5.2% | 11,803 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Andina Capital Management, LLC | -20,703 | -50.6% | 20,204 |
| Avestar Capital, LLC | -1,211 | -2.7% | 43,318 |