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FMTM - ETF AI Analysis

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FMTM

MarketDesk Focused U.S. Momentum ETF (FMTM)

Rating:70Neutral
Price Target:
FMTM, the MarketDesk Focused U.S. Momentum ETF, earns a solid overall rating, mainly driven by strong, growth-focused holdings like Lam Research, Marvell, and NetApp, which benefit from positive earnings, AI and data center exposure, and supportive technical trends. However, weaker names such as ManpowerGroup and more challenged, high-valuation growth stocks like Snowflake introduce risks around profitability, leverage, and potential bearish momentum. The fund is also meaningfully exposed to AI and tech-related themes, which can boost returns but increase volatility if sentiment toward these areas shifts.
Positive Factors
Strong Top Holdings
Many of the largest positions, especially in technology and health care, have shown strong year-to-date gains, helping drive the fund’s overall performance.
Momentum-Focused Strategy
The ETF targets U.S. stocks with strong recent price momentum, which can benefit investors when market trends continue in the same direction.
Sector Diversification Beyond Tech
While technology is the largest slice, the fund also holds meaningful stakes in industrials, financials, health care, and materials, spreading risk across several parts of the economy.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, so the fund offers little protection if the U.S. market weakens relative to other regions.
Technology Sector Dependence
With a large share of the portfolio in technology stocks, the ETF is vulnerable if that sector experiences a downturn.
Higher-Than-Core Expense Ratio
The fund’s expense ratio is higher than many broad market index ETFs, which means a larger slice of returns goes toward fees each year.

FMTM vs. SPDR S&P 500 ETF (SPY)

FMTM Summary

The MarketDesk Focused U.S. Momentum ETF (FMTM) is an actively managed fund that invests in U.S. companies showing strong recent price gains, a theme known as momentum investing. It focuses on larger and mid-sized stocks across the total U.S. market, with a big tilt toward technology and industrials. Well-known holdings include Dell Technologies and Goldman Sachs. Investors might consider FMTM if they want growth potential from stocks that have been doing well recently, while still holding a mix of sectors. A key risk is that momentum stocks can fall quickly if trends reverse, and the fund can go up and down sharply with the stock 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 leaning hard into U.S. momentum names, with tech and industrials setting the tone. Dell and Palo Alto Networks are two of the fund’s main engines right now, both rising on strong demand for enterprise tech and security, giving the ETF a clear growth tilt. On the industrial side, Carpenter Technology and ATI have been climbing steadily, helped by aerospace and materials strength, while Timken adds a more measured, but still positive, gear to the mix. West Pharmaceutical, however, has been lagging lately, slightly braking the otherwise forward‑moving, U.S.-focused portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Marvell4.47%$12.16M$207.59B224.71%
76
Outperform
Snowflake3.84%$10.44M$115.34B69.09%
54
Neutral
ManpowerGroup3.78%$10.30M$2.86B38.34%
54
Neutral
NetApp3.70%$10.08M$37.73B73.97%
76
Outperform
Twilio3.64%$9.91M$34.60B111.79%
70
Neutral
Lam Research3.64%$9.90M$392.91B213.75%
77
Outperform
Illumina3.63%$9.89M$33.13B115.52%
71
Outperform
Palo Alto Networks3.55%$9.66M$291.66B92.53%
73
Outperform
Astera Labs, Inc.3.50%$9.53M$49.44B59.12%
68
Neutral
CrowdStrike Holdings3.46%$9.41M$195.45B82.57%
67
Neutral

FMTM Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
40.06
Negative
100DMA
39.64
Negative
200DMA
36.75
Positive
Market Momentum
MACD
-0.17
Positive
RSI
46.03
Neutral
STOCH
13.92
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FMTM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 38.91, equal to the 50-day MA of 40.06, and equal to the 200-day MA of 36.75, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 46.03 is Neutral, neither overbought nor oversold. The STOCH value of 13.92 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FMTM.

FMTM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$270.59M0.45%
70
Neutral
$961.13M0.18%
71
Outperform
$807.97M0.45%
74
Outperform
$791.70M0.22%
61
Neutral
$753.90M1.30%
65
Neutral
$712.82M0.50%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FMTM
MarketDesk Focused U.S. Momentum ETF
38.74
11.38
41.59%
VFMF
Vanguard U.S. Multifactor ETF
BGDV
Bahl & Gaynor Dividend ETF
AVTM
Avantis Total Equity Markets ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
XCHG
AB US Equity ETF
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.
DisclaimerThis 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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