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FMTM - ETF AI Analysis
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MarketDesk Focused U.S. Momentum ETF (FMTM)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past three and twelve months, indicating solid recent momentum.
Top Holdings with Strong Momentum
Many of the largest positions, especially in technology and industrials, have delivered strong year-to-date performance, helping drive the fund’s returns.
Focused but Still Sector-Diversified
While technology and industrials dominate, the fund still spreads assets across several sectors, which helps reduce the impact if one industry weakens.
Negative Factors
High U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
Sector Concentration Risk
A large share of the portfolio is in technology and industrials, so a downturn in either sector could hurt the fund more than a broader market ETF.
Moderately High Expense Ratio
The fund’s fee is higher than many broad index ETFs, which slightly reduces the net return investors keep over time.
FMTM vs. SPDR S&P 500 ETF (SPY)
AUM70.55M
RegionNorth America
Expense Ratio0.45%
Beta0.67
IssuerMarketDesk
Inception DateMar 20, 2025
Dividend Yield0.26%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume50,039
30 Day Avg. Volume26,284
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FMTM Summary
The MarketDesk Focused U.S. Momentum ETF (FMTM) is an actively managed fund that invests in U.S. stocks showing strong recent performance, a style often called “momentum.” It does not track a set index, but instead picks large and mid-sized companies across the total U.S. market, with a big focus on technology and industrials. Well-known holdings include Caterpillar and Lam Research. Someone might invest in FMTM to seek higher growth by riding stocks that are already trending up. A key risk is that momentum stocks can fall quickly, so the fund’s value can go up and down more than the overall market.
How much will it cost me?The MarketDesk Focused U.S. Momentum ETF (FMTM) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 you invest. This is slightly higher than average because it’s an actively managed fund, where experts select stocks to try to outperform the market.
What would affect this ETF?The MarketDesk Focused U.S. Momentum ETF (FMTM) could benefit from strong growth in the technology and health care sectors, which make up significant portions of its portfolio, especially if innovation and consumer demand continue to drive these industries forward. However, rising interest rates or economic slowdowns could negatively impact momentum-driven strategies and sectors like consumer cyclical and financials, which are sensitive to broader economic conditions. Regulatory changes or geopolitical tensions affecting U.S. markets may also influence the ETF's performance.
FMTM Top 10 Holdings
FMTM is riding a powerful U.S. momentum wave that’s heavily tied to the semiconductor story. Names like Micron, Lam Research, Western Digital, and Applied Materials are doing the heavy lifting, with chip and AI demand keeping them in a clear uptrend. Teradyne is also pulling its weight, though its run has been a bit more mixed. On the industrial side, steady climbers like Huntington Ingalls and Caterpillar add some balance but aren’t the main engines. Overall, this is a U.S.-only fund leaning hard into tech-driven momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viatris | 4.07% | $2.89M | $18.58B | 49.35% | 60 Neutral | |
| Woodward | 3.90% | $2.77M | $23.23B | 104.27% | 79 Outperform | |
| FedEx | 3.84% | $2.73M | $86.33B | 39.54% | 79 Outperform | |
| ATI | 3.74% | $2.66M | $18.85B | 126.56% | 78 Outperform | |
| Nucor | 3.70% | $2.63M | $44.49B | 43.43% | 74 Outperform | |
| TechnipFMC | 3.70% | $2.63M | $25.01B | 104.16% | 80 Outperform | |
| Dover | 3.70% | $2.63M | $31.97B | 14.99% | 79 Outperform | |
| Reliance Steel | 3.63% | $2.58M | $18.84B | 23.73% | 74 Outperform | |
| RBC Bearings | 3.54% | $2.52M | $17.41B | 51.76% | 77 Outperform | |
| APi Group | 3.51% | $2.50M | $19.58B | 80.10% | 79 Outperform |
FMTM Technical Analysis
Positive
―
Price Trends
33.77
Positive
32.15
Positive
29.36
Positive
Market Momentum
0.69
Positive
62.46
Neutral
63.41
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FMTM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.56, equal to the 50-day MA of 33.77, and equal to the 200-day MA of 29.36, indicating a bullish trend. The MACD of 0.69 indicates Positive momentum. The RSI at 62.46 is Neutral, neither overbought nor oversold. The STOCH value of 63.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FMTM.
FMTM Peer Comparison
Comparison Results
Performance Comparison
FMTM
MarketDesk Focused U.S. Momentum ETF
36.50
11.49
45.94%
SOVF
Sovereign's Capital Flourish Fund
―
―
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BAMD
Brookstone Dividend Stock ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
RFDA
RiverFront Dynamic US Dividend Advantage ETF
―
―
―
VAMO
Cambria Value & Momentum ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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