KCM Investment Advisors’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

KCM Investment Advisors’s Portfolio FNY Stock Details FNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.68M	Sell	33,223 -2,575	-7%	-$263K	0.11%	113
2026 Q1	$3.24M	Sell	35,798 -1,968	-5%	-$187K	0.11%	118
2025 Q4	$3.44M	Sell	37,766 -900	-2%	-$82.7K	0.11%	118
2025 Q3	$3.54M	Sell	38,666 -275	-0.7%	-$23.7K	0.11%	113
2025 Q2	$3.21M	Buy	38,941 +100	+0.3%	+$7.68K	0.11%	120
2025 Q1	$2.91M	Buy	38,841 +460	+1%	+$37K	0.1%	128
2024 Q4	$3.07M	Buy	38,381 +688	+2%	+$57K	0.11%	126
2024 Q3	$3M	Sell	37,693 -1,005	-3%	-$76.1K	0.1%	134
2024 Q2	$2.85M	Buy	38,698 +80	+0.2%	+$5.84K	0.1%	126
2024 Q1	$2.92M	Sell	38,618 -1,000	-3%	-$70K	0.11%	124
2023 Q4	$2.7M	Hold	39,618	–	–	0.11%	129
2023 Q3	$2.4M	Hold	39,618	–	–	0.1%	136
2023 Q2	$2.57M	Sell	39,618 -1,200	-3%	-$72.3K	0.1%	140
2023 Q1	$2.43M	Hold	40,818	–	–	0.1%	150
2022 Q4	$2.3M	Buy	40,818 +225	+0.6%	+$13K	0.1%	146
2022 Q3	$2.17M	Sell	40,593 -550	-1%	-$32.3K	0.1%	146
2022 Q2	$2.25M	Sell	41,143 -1,300	-3%	-$78.9K	0.1%	145
2022 Q1	$2.83M	Hold	42,443	–	–	0.1%	137
2021 Q4	$3.15M	Sell	42,443 -1,357	-3%	-$101K	0.11%	138
2021 Q3	$3.15M	Sell	43,800 -200	-0.5%	-$14.7K	0.13%	126
2021 Q2	$3.31M	Sell	44,000 -1,420	-3%	-$99.6K	0.13%	118
2021 Q1	$3.09M	Buy	45,420 +250	+0.6%	+$17.4K	0.14%	116
2020 Q4	$2.95M	Sell	45,170 -1,750	-4%	-$104K	0.14%	114
2020 Q3	$2.51M	Sell	46,920 -2,397	-5%	-$123K	0.14%	115
2020 Q2	$2.36M	Sell	49,317 -650	-1%	-$28.3K	0.13%	119
2020 Q1	$1.85M	Sell	49,967 -3,400	-6%	-$154K	0.12%	118
2019 Q4	$2.56M	Sell	53,367 -4,170	-7%	-$193K	0.14%	120
2019 Q3	$2.58M	Sell	57,537 -1,900	-3%	-$87.2K	0.15%	116
2019 Q2	$2.69M	Sell	59,437 -2,600	-4%	-$115K	0.16%	114
2019 Q1	$2.68M	Sell	62,037 -1,944	-3%	-$80.6K	0.17%	117
2018 Q4	$2.32M	Sell	63,981 -1,850	-3%	-$74.2K	0.15%	130
2018 Q3	$3.05M	Sell	65,831 -175	-0.3%	-$7.95K	0.17%	113
2018 Q2	$2.86M	Buy	66,006 +1,325	+2%	+$56.2K	0.18%	122
2018 Q1	$2.63M	Buy	64,681 +2,590	+4%	+$106K	0.16%	139
2017 Q4	$2.43M	Sell	62,091 -500	-0.8%	-$19.1K	0.14%	148
2017 Q3	$2.29M	Buy	62,591 +525	+0.8%	+$18.4K	0.14%	161
2017 Q2	$2.15M	Buy	62,066 +4,400	+8%	+$150K	0.13%	172
2017 Q1	$1.93M	Sell	57,666 -5,097	-8%	-$167K	0.12%	183
2016 Q4	$1.97M	Buy	62,763 +7,590	+14%	+$233K	0.13%	177
2016 Q3	$1.71M	Buy	55,173 +5,559	+11%	+$172K	0.12%	199
2016 Q2	$1.49M	Buy	49,614 +15,155	+44%	+$443K	0.1%	207
2016 Q1	$995K	Buy	34,459 +600	+2%	+$16.3K	0.07%	233
2015 Q4	$976K	Buy	33,859 +4,851	+17%	+$142K	0.08%	236
2015 Q3	$816K	Sell	29,008 -4,033	-12%	-$121K	0.07%	261
2015 Q2	$1.02M	Buy	33,041 +8,467	+34%	+$262K	0.08%	243
2015 Q1	$765K	Buy	24,574 +12,162	+98%	+$365K	0.06%	281
2014 Q4	$365K	Buy	12,412 +2,151	+21%	+$60.8K	0.03%	387
2014 Q3	$284K	Buy	10,261 +901	+10%	+$25.6K	0.03%	424
2014 Q2	$271K	Sell	9,360 -59	-0.6%	-$1.64K	0.03%	423
2014 Q1	$266K	Buy	9,419 +754	+9%	+$21K	0.03%	392
2013 Q4	$243K	Buy	+8,665	New	+$230K	0.03%	399

Other funds holding FNY

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

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KCM Investment Advisors's FNY Position: Q2 2026 in Review

KCM Investment Advisors reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 7.2% in Q2 2026, selling an estimated $263K and leaving 33,223 shares worth $3.68M. The position accounts for 0.11% of the portfolio, ranked #113.

KCM Investment Advisors first reported a position in FNY in Q4 2013 and has held it in 51 quarters since. 128 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

KCM Investment Advisors held 33,223 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $3.68M as of Q2 2026.
KCM Investment Advisors sold 2,575 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $263K.
First Trust Mid Cap Growth AlphaDEX Fund made up 0.11% of KCM Investment Advisors's portfolio in Q2 2026, its #113 holding.
KCM Investment Advisors first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q4 2013 and has held it in 51 quarters since.
128 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.