Crews Bank & Trust’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Crews Bank & Trust’s Portfolio FGD Stock Details FGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,670	Closed	-$53.3K	–	686
2026 Q1	$53.3K	Hold	1,670	–	–	0.01%	354
2025 Q4	$50.6K	Hold	1,670	–	–	0.01%	359
2025 Q3	$48K	Hold	1,670	–	–	0.01%	367
2025 Q2	$46K	Hold	1,670	–	–	0.01%	362
2025 Q1	$40.4K	Hold	1,670	–	–	0.01%	368
2024 Q4	$37.1K	Buy	+1,670	New	+$39.1K	0.01%	376

Other funds holding FGD

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

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

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

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

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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

Crews Bank & Trust sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2026, closing a stake of 1,670 shares — an estimated $53.3K sold.

Crews Bank & Trust first reported a position in FGD in Q4 2024 and held it in 6 quarters. The position peaked at $53.3K in Q1 2026. 208 funds tracked by Wall St. Rank hold FGD as of Q2 2026.

Crews Bank & Trust reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2026 after selling out during the quarter.
Crews Bank & Trust sold 1,670 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2026, an estimated $53.3K.
Crews Bank & Trust first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q4 2024 and held it in 6 quarters.
Crews Bank & Trust's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $53.3K in Q1 2026.
208 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2026.

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