A detailed history of Valley National Advisers Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Valley National Advisers Inc holds 6,467 shares of FDL stock, worth $282,155. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,467
Previous 6,315 2.41%
Holding current value
$282,155
Previous $273,000 4.76%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
$42.27 - $43.9 $6,425 - $6,672
152 Added 2.41%
6,467 $286,000
Q3 2025

Oct 17, 2025

BUY
$41.96 - $44.59 $1,636 - $1,739
39 Added 0.62%
6,315 $273,000
Q2 2025

Jul 22, 2025

BUY
$38.19 - $43.19 $35,707 - $40,382
935 Added 17.51%
6,276 $262,000
Q1 2025

Apr 25, 2025

BUY
$39.69 - $43.83 $77,593 - $85,687
1,955 Added 57.74%
5,341 $231,000
Q4 2024

Jan 24, 2025

BUY
$39.59 - $43.95 $33,730 - $37,445
852 Added 33.62%
3,386 $135,000
Q3 2024

Oct 24, 2024

BUY
$37.66 - $42.06 $73,700 - $82,311
1,957 Added 339.17%
2,534 $105,000
Q1 2024

Apr 19, 2024

BUY
$35.29 - $38.48 $20,362 - $22,202
577 New
577 $22,000

Others Institutions Holding FDL

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.