Valley National Advisers Inc First Tr Morningstar Dividend Transaction History

Valley National Advisers Inc

  • $554 Million
  • Q1 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 5,341 shares of FDL stock, worth $228,220. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,341
Previous 3,386 57.74%
Holding current value
$228,220
Previous $135,000 71.11%
% of portfolio
0.04%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
470
Shares Held
78.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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