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AE Wealth Management’s FTI Consulting FCN Stock Holding History

AE Wealth Management’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Sell
1,760
-79
-4% -$12.9K ﹤0.01% 1554
2026
Q1 		$325K Buy
1,839
+503
+38% +$85.8K ﹤0.01% 1336
2025
Q4 		$228K Buy
+1,336
New +$220K ﹤0.01% 1454

Other funds holding FCN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's FCN Position: Q2 2026 in Review

AE Wealth Management reduced its FTI Consulting (FCN) stake by 4.3% in Q2 2026, selling an estimated $12.9K and leaving 1,760 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

AE Wealth Management first reported a position in FCN in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q1 2026. 376 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • AE Wealth Management held 1,760 shares of FTI Consulting worth $262K as of Q2 2026.
  • AE Wealth Management sold 79 FTI Consulting shares in Q2 2026, an estimated $12.9K.
  • FTI Consulting made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1554 holding.
  • AE Wealth Management first reported a position in FTI Consulting in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's FTI Consulting position peaked at $325K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.