KeyBank National Association’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

KeyBank National Association’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	$435K	Hold	3,926	–	–	﹤0.01%	989
2026 Q1	$355K	Hold	3,926	–	–	﹤0.01%	981
2025 Q4	$358K	Hold	3,926	–	–	﹤0.01%	948
2025 Q3	$360K	Hold	3,926	–	–	﹤0.01%	933
2025 Q2	$324K	Hold	3,926	–	–	﹤0.01%	954
2025 Q1	$294K	Buy	+3,926	New	+$316K	﹤0.01%	975

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 22.9% 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

KeyBank National Association's FNY Position: Q2 2026 in Review

KeyBank National Association held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q2 2026 at 3,926 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

KeyBank National Association first reported a position in FNY in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold FNY as of Q2 2026.

KeyBank National Association held 3,926 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $435K as of Q2 2026.
KeyBank National Association left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #989 holding.
KeyBank National Association first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.