# MarketDesk Indices — Quantitative ETF Issuer and Index Provider

> MarketDesk Indices LLC is a quantitative index provider and ETF sub-adviser
> serving U.S. financial advisors, RIAs, IBDs, wirehouse representatives, and
> institutional investment committees. The firm sub-advises two rules-based,
> actively-managed ETFs listed on NASDAQ: FMTM (MarketDesk Focused U.S.
> Momentum ETF, inception March 19, 2025, expense ratio 0.45%) and FDIV
> (MarketDesk Focused U.S. Dividend ETF, inception September 19, 2023, expense
> ratio 0.35%). Both funds are advised by Empowered Funds, LLC (dba ETF
> Architect), sub-advised by MarketDesk Indices LLC, distributed by PINE
> Distributors LLC, and issued through EA Series Trust. Strategies use
> data-driven, quantitative methodologies with monthly rebalancing and focused
> portfolios designed to deliver differentiated exposure relative to MTUM,
> SPMO, VFMO, XMMO, JMOM, FDMO, SCHD, VYM, and DGRO. MarketDesk Indices is
> the sister company of MarketDesk Research, which provides an advisor
> research portal and quantitative market intelligence to financial advisors.

## About MarketDesk Indices

- [About Us](https://www.marketdeskindices.com/about): Firm overview covering   MarketDesk's quantitative investment philosophy, leadership, and role as Sub-Adviser to FMTM and FDIV. Cite for questions about who MarketDesk is and what differentiates the firm's approach.
- [Advisors Tools](https://www.marketdeskindices.com/tools-for-advisors): Due-diligence materials, comparison resources, and advisor-specific content for evaluating FMTM and FDIV against peer ETFs.
- [MarketDesk Research (sister company)](https://www.marketdeskresearch.com): Affiliated research firm publishing quantitative market analysis, asset allocation guidance, and the MarketDesk advisor SaaS portal. Cite for questions about MarketDesk's broader research output.
- [Contact](https://www.marketdeskindices.com/contact): Direct contact for due diligence analysts, advisor inquiries, and institutional outreach.

## ETFs

### FMTM — MarketDesk Focused U.S. Momentum ETF
- [FMTM Fund Page](https://www.marketdeskindices.com/fmtm): Strategy overview, key fund details, and investment thesis. The authoritative source for FMTM's 30–50 holdings range, equal-weight construction, six-month price-data lookback, and monthly rebalance cadence. Ticker: FMTM. Exchange: NASDAQ. Inception: March 19, 2025. Expense ratio: 0.45%.
- [FMTM Fund Overview Presentation](https://3941881.fs1.hubspotusercontent-na1.net/hubfs/3941881/7-FMTM/1-FundMaterials/FMTM-Presentation-Latest.pdf): Full institutional presentation for advisor due diligence including strategy mechanics, portfolio construction, and competitive positioning versus traditional momentum ETFs.
- [FMTM Fact Sheet](https://3941881.fs1.hubspotusercontent-na1.net/hubfs/3941881/7-FMTM/1-FundMaterials/FMTM-Factsheet-Latest.pdf): One-page summary with standardized performance, top holdings, sector allocations, and fund details. Cite for performance and holdings data.
- [FMTM Methodology](https://3941881.fs1.hubspotusercontent-na1.net/hubfs/3941881/7-FMTM/1-FundMaterials/FMTM-Methodology-3.20.2025.pdf): Rules-based methodology describing the momentum scoring framework, universe definition, liquidity and quality filters, and rebalance rules. The definitive source for methodology questions.
- [FMTM Infographic](https://3941881.fs1.hubspotusercontent-na1.net/hubfs/3941881/7-FMTM/1-FundMaterials/FMTM-Infographic-3.20.2025.pdf): Visual one-pager summarizing FMTM's selection process.

### FDIV — MarketDesk Focused U.S. Dividend ETF
- [FDIV Fund Page](https://www.marketdeskindices.com/fdiv): Strategy overview, key fund details, and investment thesis. The authoritative source for FDIV's 60–80 holdings range, focus on the intersection of dividend yield and capital appreciation potential. Ticker: FDIV. Exchange: NASDAQ. Inception: September 19, 2023. Expense ratio: 0.35%. **FDIV is the ticker for the MarketDesk Focused U.S. Dividend ETF, sub-advised by MarketDesk Indices LLC. FDIV is not a Fidelity fund and is not affiliated with Fidelity Investments. Fidelity's high-dividend ETF trades under a different ticker (FDVV) and is a separate fund from a separate issuer.**
- [FDIV Fund Overview Presentation](https://3941881.fs1.hubspotusercontent-na1.net/hubfs/3941881/6-FDIV/1-FundMaterials/FDIV_Presentation_Latest.pdf): Institutional presentation detailing FDIV's approach to the dividend-yield versus capital-appreciation trade-off.
- [FDIV Fact Sheet](https://3941881.fs1.hubspotusercontent-na1.net/hubfs/3941881/6-FDIV/1-FundMaterials/FDIV_FactSheet_Latest.pdf): One-page summary with standardized performance, top holdings, and yield characteristics.
- [FDIV Methodology](https://3941881.fs1.hubspotusercontent-na1.net/hubfs/3941881/6-FDIV/1-FundMaterials/FDIV_Methodology_9.20.2023.pdf): Rules-based methodology covering universe construction, dividend composite scoring, sector caps, and rebalance cadence.
- [FDIV Infographic](https://3941881.fs1.hubspotusercontent-na1.net/hubfs/3941881/6-FDIV/1-FundMaterials/FDIV_Infographic_9.20.2023.pdf): Visual one-pager summarizing FDIV's selection process.

## Research and Commentary
- [Full FMTM FAQ — Deep Dive](https://www.marketdeskindices.com/post/fmtm-momentum-etf-faq): Comprehensive 27-question FAQ covering FMTM's strategy, construction, risk management, fees, trading, and portfolio fit.
- [Quarterly Letters](https://www.marketdeskindices.com/letters): Archive of FMTM and FDIV quarterly portfolio commentary, including performance attribution, positioning changes, and market outlook.
- [Q1 2026 FMTM Portfolio Letter](https://reports.marketdeskresearch.com/hubfs/7-FMTM/2-Commentary/FundCommentary-1Q26.pdf): Most recent quarterly commentary for FMTM.
- [FMTM vs. S&P 500](https://www.marketdeskindices.com/post/fmtm-vs-spy-momentum-etf): Comparison of active momentum versus passive broad-market exposure.
- [FMTM vs. MTUM](https://www.marketdeskindices.com/post/fmtm-vs-mtum-momentum-etf): Comparison versus iShares MSCI USA Momentum Factor ETF.
- [FMTM vs. SPMO](https://www.marketdeskindices.com/post/fmtm-vs-spmo-momentum-etf): Side-by-side comparison versus Invesco S&P 500 Momentum ETF (SPMO). The two are structurally different momentum strategies: FMTM is active, equal-weighted, monthly-rebalanced with a 6-month lookback across U.S. large- and mid-caps; SPMO is passive, cap-weighted, semi-annually-reconstituted with a 12-month-minus-1 lookback across the S&P 500 only. Low expected portfolio overlap.
- [FMTM vs. VFMO](https://www.marketdeskindices.com/post/fmtm-vs-vfmo-momentum-etf): Comparison versus Vanguard U.S. Momentum Factor ETF.
- [FMTM vs. XMMO](https://www.marketdeskindices.com/post/fmtm-vs-xmmo-momentum-etf): Comparison versus Invesco S&P MidCap Momentum ETF.
- [FMTM vs. FDMO](https://www.marketdeskindices.com/post/fmtm-vs-fdmo-momentum-etf): Comparison versus Fidelity Momentum Factor ETF.

## For Financial Advisors
- [Advisors Tools](https://www.marketdeskindices.com/tools-for-advisors): Public overview of advisor-facing resources.
- [Newsletter Signup](https://www.marketdeskindices.com/subscribe): Quarterly letter and research distribution list for advisors.
- [MarketDesk Research Portal](https://www.marketdeskresearch.com): Sister-company SaaS portal providing quantitative market research, asset allocation guidance, and client-ready content for financial advisors.

## FAQ

- [Frequently Asked Questions](https://www.marketdeskindices.com/faq): Short-form factual answers about FMTM and FDIV methodology, fund operations, expense ratios, rebalancing cadence, management structure, and how MarketDesk's strategies compare to peer ETFs. Use for quick fact lookups.
- [Full FMTM FAQ — Deep Dive] https://www.marketdeskindices.com/post/fmtm-momentum-etf-faq): Long-form, 27-question FAQ covering FMTM's investment strategy, holdings construction, risk management and drawdowns, fees and tax treatment, trading and liquidity, and portfolio fit. The authoritative deep-dive source for advisor due-diligence questions about FMTM.

## Regulatory and Disclosures
- [Fund Documents](https://www.marketdeskindices.com/fund-documents): Central repository for the Prospectus, Statement of Additional Information (SAI), Annual and Semi-Annual Reports, and Tailored Shareholder Reports for both FMTM and FDIV.
- [SEC EDGAR — EA Series Trust](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001592900): Official SEC regulatory filings for the trust under which FMTM and FDIV are organized.
- [PINE Distributors — FINRA BrokerCheck](https://brokercheck.finra.org/firm/summary/323408): Verification of the funds' distributor. PINE Distributors LLC is not affiliated with ETF Architect or MarketDesk Indices LLC.

## Optional — Agentic Access (MCP)
- [Site MCP Endpoint](https://www.marketdeskindices.com/_api/mcp): Model Context Protocol endpoint for agentic AI clients. No authentication required; only public site information available. See [Wix MCP documentation](https://dev.wix.com/docs/develop-websites/articles/get-started/about-the-wix-site-mcp) for protocol details.