Valley National Advisers Inc First Tr Morningstar Dividend Transaction History
Valley National Advisers Inc
- $722 Million
- Q4 2025
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
Others Institutions Holding FDL
# of Institutions
474Shares Held
85.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.2MShares$533 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.89MShares$344 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$197 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$174 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.16MShares$138 Million0.03% of portfolio