Neumann Capital Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Neumann Capital Management’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.56M	Buy	31,750 +2,600	+9%	+$134K	0.4%	51
2026 Q2	$1.42M	Sell	29,150 -2,300	-7%	-$115K	0.94%	28
2026 Q1	$1.6M	Buy	31,450 +7,400	+31%	+$362K	0.47%	48
2025 Q4	$1.07M	Buy	24,050 +100	+0.4%	+$4.36K	0.31%	60
2025 Q3	$1.04M	Sell	23,950 -3,800	-14%	-$165K	0.3%	61
2025 Q2	$1.16M	Buy	27,750 +10,300	+59%	+$425K	0.37%	57
2025 Q1	$758K	Hold	17,450	–	–	0.26%	70
2024 Q4	$703K	Hold	17,450	–	–	0.23%	71
2024 Q3	$732K	Buy	+17,450	New	+$704K	0.24%	70

Other funds holding FDL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Neumann Capital Management's FDL Position: Q3 2026 in Review

Neumann Capital Management increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 8.9% in Q3 2026, buying an estimated $134K and bringing the position to 31,750 shares worth $1.56M. The position accounts for 0.4% of the portfolio, ranked #51.

Neumann Capital Management first reported a position in FDL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2026. 395 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Neumann Capital Management held 31,750 shares of First Trust Morningstar Dividend Leaders Index Fund worth $1.56M as of Q3 2026.
Neumann Capital Management bought 2,600 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2026, an estimated $134K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.4% of Neumann Capital Management's portfolio in Q3 2026, its #51 holding.
Neumann Capital Management first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2024 and has held it in 9 quarters since.
Neumann Capital Management's First Trust Morningstar Dividend Leaders Index Fund position peaked at $1.6M in Q1 2026.
395 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.