FMTM

MarketDesk$37.94+0.28 (+0.74%)
AUM $170.3MER 0.45%NAV $39.28Holdings

Price Chart

Key Statistics

Previous Close

$37.66

Day Range

$37.73$38.05

52-Week Range

$28.92$43.64

Avg Volume

199.6K

Dividend Yield

0.27%

Expense Ratio

0.45%

AUM

$170.3M

Shares Outstanding

1.2M

ETF Grades

?

Country Allocation

CountryWeight %
United States96.56%
Ireland3.31%
Other0.12%

Fund Information

Inception Date
Mar 20, 2025
Exchange
NASDAQ
Description
FMTM seeks long-term capital appreciation by investing in equity securities determined to have positive momentum characteristics. The fund employs a multi-step, quantitative, rules-based methodology to identify securities with the highest perceived relative momentum. The starting universe consists of US equities that meet market-cap and liquidity requirements. The fund then uses quality screens based on financial statement metrics to remove companies with low returns on assets or high debt-to-equity. The next quantitative screen uses daily share price data to identify and rank companies exhibiting persistent upward share price momentum. The fund finally selects 30 to 50 large- and mid-cap securities. The actively managed fund repeats this process on a monthly basis.

The MarketDesk Focused U.S. Momentum ETF (FMTM) is an exchange-traded fund issued by MarketDesk that launched on Mar 20, 2025. It currently manages $170.3M in assets under management. The fund charges an expense ratio of 0.45%.

Top 10 holdings represent 35.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1MPCMarathon Petroleum Corp3.66%24,766$9.7M
2AVTRAvantor Inc3.56%636,271$9.5M
3NTRANatera Inc3.55%28,952$9.4M
4VOYAVoya Financial Inc3.51%90,858$9.3M
5HALOHalozyme Therapeutics Inc3.50%86,858$9.3M
6CHYMChime Financial Inc3.47%281,988$9.2M
7STTState Street Corp3.46%48,112$9.2M
8EXPDExpeditors International of Washington Inc3.46%48,578$9.2M
9SNOWSnowflake Inc3.46%27,881$9.2M
10RNGRingCentral Inc3.46%133,078$9.2M
11GHGuardant Health Inc3.46%57,744$9.2M
12NTAPNetApp Inc3.43%49,611$9.1M
13MEDPMedpace Holdings Inc3.43%15,614$9.1M
14TMOThermo Fisher Scientific Inc3.38%14,903$9.0M
15SCHWCharles Schwab Corp/The3.38%83,740$9.0M

Detailed Returns

PeriodReturnETF
1D
+0.74%
1W
-2.64%
1M
-6.04%
3M
-10.34%
6M
+10.12%
YTD
+13.04%
1Y
+29.92%
3Y
+50.36%
5Y
+50.36%

Moving Averages

20-Day MA

$38.85

Below 20-Day MA
50-Day MA

$39.09

Below 50-Day MA
200-Day MA

$37.22

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$43.64

Current Price

$37.94

52-Week Low

$28.92

$28.92$43.64

Current Yield

0.27%

Annual Dividend

$0.1902

Frequency

1x/year

Last Ex-Date

Dec 23, 2025

Dividend History

Ex-DateAmountPay Date
Dec 23, 2025$0.0952Dec 24, 2025
Dec 23, 2025$0.0950Dec 24, 2025

Dividend Payments Over Time

Category Comparison

No category data available for comparison.

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