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
2025 Q3	$1.04M	Sell
2025 Q2	$1.16M	Buy
2025 Q1	$758K	Hold
2024 Q4	$703K	Hold
2024 Q3	$732K	Buy