FMTM EA SERIES TRUST
FollowMARKETDESK FOCUS (fund)
11 managers (11 13F filers) reported a position in FMTM shares at 2025-12-31, 586,898 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 6
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 586,898
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 179,443 | $5.77M | 0.97% | +14,801 | 13F-HRTimeline |
| Mutual Advisors, LLC | 104,355 | $3.35M | 0.07% | +32,680 | 13F-HRTimeline |
| Arrowroot Family Office, LLC | 100,330 | $3.22M | 1.17% | +38,148 | 13F-HRTimeline |
| Dakota Wealth Management | 95,326 | $3.06M | 0.05% | new | 13F-HR/ATimeline |
| Andina Capital Management, LLC | 58,324 | $1.87M | 1.13% | +942 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 20,460 | $658K | <0.01% | +14,904 | 13F-HRTimelineGroup |
| MONEY CONCEPTS CAPITAL CORP | 17,762 | $571K | 0.03% | +2,312 | 13F-HRTimeline |
| Goldenstone Wealth Management LLC | 10,799 | $347K | 0.26% | 13F-HRTimeline | |
| Ritter Daniher Financial Advisory LLC /… | 55 | $1.77K | <0.01% | 0 | 13F-HRTimeline |
| IFP Advisors, Inc | 36 | $1.16K | <0.01% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 8 | $257 | <0.01% | 0 | 13F-HRTimeline |