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B. Riley Wealth Advisors’s FTI Consulting FCN Stock Holding History

B. Riley Wealth Advisors’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
2025
Q1 		– Sell
-1,081
Closed -$207K – 1345
2024
Q4 		$207K Sell
1,081
-3
-0.3% -$618 0.01% 1032
2024
Q3 		$247K Sell
1,084
-51
-4% -$11.3K 0.01% 1049
2024
Q2 		$245K Sell
1,135
-1,234
-52% -$264K 0.01% 1125
2024
Q1 		$423K Buy
2,369
+1,189
+101% +$239K 0.01% 883
2023
Q4 		$235K Sell
1,180
-1,189
-50% -$246K 0.01% 1170
2023
Q3 		$423K Buy
2,369
+750
+46% +$140K 0.01% 883
2023
Q2 		$308K Buy
1,619
+8
+0.5% +$1.51K 0.01% 1105
2023
Q1 		$318K Buy
+1,611
New +$280K 0.01% 1038
2022
Q4 		– Sell
-1,916
Closed -$318K – 1523
2022
Q3 		$318K Sell
1,916
-198
-9% -$33.3K 0.01% 970
2022
Q2 		$383K Sell
2,114
-38
-2% -$6.27K 0.02% 766
2022
Q1 		$338K Buy
+2,152
New +$321K 0.01% 955
2020
Q3 		– Sell
-1,927
Closed -$221K – 958
2020
Q2 		$221K Sell
1,927
-977
-34% -$118K 0.01% 740
2020
Q1 		$348K Sell
2,904
-52
-2% -$6.12K 0.03% 493
2019
Q4 		$328K Buy
+2,956
New +$323K 0.03% 563

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's FCN Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of FTI Consulting (FCN) in Q1 2025, closing a stake of 1,081 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in FCN in Q4 2019 and held it in 14 quarters. The position peaked at $423K in Q1 2024. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining FTI Consulting position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,081 FTI Consulting shares in Q1 2025, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in FTI Consulting in Q4 2019 and held it in 14 quarters.
  • B. Riley Wealth Advisors's FTI Consulting position peaked at $423K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.