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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Buy
27,750
+10,300
+59% +$431K 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 +$732K 0.24% 70