Founders Financial Alliance’s JPMorgan Fundamental Data Science Large Value ETF LVDS Stock Holding History

Founders Financial Alliance’s Portfolio LVDS Stock Details LVDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$66.8K	Buy	+1,322	New	+$68.3K	0.01%	490
2025 Q4	–	Sell	-1,316	Closed	-$68K	–	740
2025 Q3	$68K	Buy	+1,316	New	+$66.8K	0.01%	470

Other funds holding LVDS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Founders Financial Alliance's LVDS Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in JPMorgan Fundamental Data Science Large Value ETF (LVDS) in Q1 2026: 1,322 shares worth $66.8K. The stake represents 0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in LVDS as recently as Q3 2025.

Founders Financial Alliance first reported a position in LVDS in Q3 2025 and has held it in 2 quarters since. The position peaked at $68K in Q3 2025. 22 funds tracked by Wall St. Rank hold LVDS as of Q1 2026.

Founders Financial Alliance held 1,322 shares of JPMorgan Fundamental Data Science Large Value ETF worth $66.8K as of Q1 2026.
JPMorgan Fundamental Data Science Large Value ETF was a new Founders Financial Alliance position in Q1 2026.
JPMorgan Fundamental Data Science Large Value ETF made up 0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #490 holding.
Founders Financial Alliance first reported a position in JPMorgan Fundamental Data Science Large Value ETF in Q3 2025 and has held it in 2 quarters since.
Founders Financial Alliance's JPMorgan Fundamental Data Science Large Value ETF position peaked at $68K in Q3 2025.
22 funds tracked by Wall St. Rank held JPMorgan Fundamental Data Science Large Value ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.