Crews Bank & Trust’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Crews Bank & Trust’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 Q2	$48.7K	Sell	1,000 -2,550	-72%	-$127K	0.01%	374
2026 Q1	$180K	Hold	3,550	–	–	0.03%	223
2025 Q4	$157K	Hold	3,550	–	–	0.02%	238
2025 Q3	$154K	Hold	3,550	–	–	0.02%	242
2025 Q2	$149K	Hold	3,550	–	–	0.02%	241
2025 Q1	$154K	Hold	3,550	–	–	0.03%	234
2024 Q4	$143K	Buy	+3,550	New	+$149K	0.02%	235

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Crews Bank & Trust's FDL Position: Q2 2026 in Review

Crews Bank & Trust reduced its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 72% in Q2 2026, selling an estimated $127K and leaving 1,000 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #374.

Crews Bank & Trust first reported a position in FDL in Q4 2024 and has held it in 7 quarters since. The position peaked at $180K in Q1 2026. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Crews Bank & Trust held 1,000 shares of First Trust Morningstar Dividend Leaders Index Fund worth $48.7K as of Q2 2026.
Crews Bank & Trust sold 2,550 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $127K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #374 holding.
Crews Bank & Trust first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's First Trust Morningstar Dividend Leaders Index Fund position peaked at $180K in Q1 2026.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.