Valley National Advisers’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
Other funds holding FDL
Valley National Advisers's FDL Position: Q2 2026 in Review
Valley National Advisers increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 2.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 7,084 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #211.
Valley National Advisers first reported a position in FDL in Q1 2024 and has held it in 10 quarters since. The position peaked at $348K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.
- Valley National Advisers held 7,084 shares of First Trust Morningstar Dividend Leaders Index Fund worth $345K as of Q2 2026.
- Valley National Advisers bought 202 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $10.1K.
- First Trust Morningstar Dividend Leaders Index Fund made up 0.04% of Valley National Advisers's portfolio in Q2 2026, its #211 holding.
- Valley National Advisers first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q1 2024 and has held it in 10 quarters since.
- Valley National Advisers's First Trust Morningstar Dividend Leaders Index Fund position peaked at $348K in Q1 2026.
- 495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.