Valley National Advisers’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
6,276
+935
| +18% | +$39K | 0.04% | 212 |
|
|
2025
Q1 | $231K | Buy |
5,341
+1,955
| +58% | +$84.6K | 0.04% | 220 |
|
|
2024
Q4 | $135K | Buy |
3,386
+852
| +34% | +$34K | 0.02% | 253 |
|
|
2024
Q3 | $105K | Buy |
2,534
+1,957
| +339% | +$81.1K | 0.02% | 277 |
|
|
2024
Q2 | $21K | Hold |
577
| – | – | ﹤0.01% | 502 |
|
|
2024
Q1 | $22K | Buy |
+577
| New | +$22K | ﹤0.01% | 507 |
|