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First Trust Morningstar Divid Ledr shares owned by Neumann Capital Management

Quarter-by-quarter ownership of First Trust Morningstar Divid Ledr (FDL) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in First Trust Morningstar Divid Ledr

Tip: Access up to 7 years of quarterly data

All positions including First Trust Morningstar Divid Ledr held by Neumann Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Morningstar Divid Ledr by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $703k 18k 40.26
2024-09-30 $732k 18k 41.95

More positions owned by Neumann Capital Management

NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Oracle Corporation (ORCL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Bank of America Corporation (BAC)

View all positions for Neumann Capital Management

Top funds holding First Trust Morningstar Divid Ledr

LPL Financial
Morgan Stanley
Raymond James Financial
Ameriprise Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Royal Bank of Canada
Rockport Wealth
Raymond James Financial Services Advisors
Cetera Investment Advisers
Csenge Advisory Group
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Stifel Financial

View all funds holding First Trust Morningstar Divid Ledr