Neumann Capital Management, LLC First Tr Morningstar Dividend Transaction History

Neumann Capital Management, LLC

  • $339 Million
  • Q3 2025

A detailed history of Neumann Capital Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Neumann Capital Management, LLC holds 23,950 shares of FDL stock, worth $1.04 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
23,950
Previous 27,750 13.69%
Holding current value
$1.04 Million
Previous $1.16 Million 10.51%
% of portfolio
0.31%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$41.96 - $44.59 $159,448 - $169,442
-3,800 Reduced 13.69%
23,950 $1.04 Million
Q2 2025

Jul 16, 2025
BUY
$38.19 - $43.19 $393,357 - $444,857
10,300 Added 59.03%
27,750 $1.16 Million
Q3 2024

Nov 06, 2024
BUY
$37.66 - $42.06 $657,166 - $733,947
17,450 New
17,450 $732,000

Others Institutions Holding FDL

# of Institutions
483
Shares Held
86.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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