FMTM EA SERIES TRUST
FollowMARKETDESK FOCUS (fund)
12 managers (12 13F filers) reported a position in FMTM shares at 2025-09-30, 473,122 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 7
- Added
- 4
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 473,122
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| San Luis Wealth Advisors LLC | 164,642 | $4.93M | 0.89% | +13,996 | 13F-HR/ATimeline |
| Lokken Investment Group LLC | 88,177 | $2.64M | 0.91% | new | 13F-HRTimeline |
| Mutual Advisors, LLC | 71,675 | $2.17M | 0.05% | +3,374 | 13F-HRTimeline |
| Arrowroot Family Office, LLC | 62,182 | $1.86M | 0.74% | +7,867 | 13F-HRTimeline |
| Andina Capital Management, LLC | 57,382 | $1.72M | 0.97% | +22,635 | 13F-HRTimeline |
| MONEY CONCEPTS CAPITAL CORP | 15,450 | $462K | 0.03% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 7,750 | $232K | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 5,556 | $166K | <0.01% | -499,203 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 123 | $3.68K | <0.01% | new | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 122 | $3.65K | <0.01% | new | 13F-HRTimelineGroup |
| Ritter Daniher Financial Advisory LLC /… | 55 | $1.65K | <0.01% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 8 | $239 | <0.01% | new | 13F-HRTimeline |