Dakota Wealth Management’s FTI Consulting FCN Stock Holding History

Dakota 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
2025 Q2	–	Sell	-5,680	Closed	-$932K	–	780
2025 Q1	$932K	Sell	5,680 -841	-13%	-$151K	0.02%	382
2024 Q4	$1.25M	Buy	6,521 +5,548	+570%	+$1.14M	0.03%	326
2024 Q3	$221K	Sell	973 -3,697	-79%	-$822K	0.01%	667
2024 Q2	$1.01M	Sell	4,670 -493	-10%	-$105K	0.02%	367
2024 Q1	$1.09M	Buy	5,163 +73	+1%	+$14.7K	0.03%	355
2023 Q4	$1.01M	Buy	5,090 +46	+0.9%	+$9.52K	0.04%	307
2023 Q3	$900K	Buy	5,044 +3,920	+349%	+$731K	0.04%	303
2023 Q2	$214K	Sell	1,124 -2	-0.2%	-$378	0.01%	572
2023 Q1	$222K	Buy	+1,126	New	+$196K	0.01%	545

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dakota Wealth Management's FCN Position: Q2 2025 in Review

Dakota Wealth Management sold out of FTI Consulting (FCN) in Q2 2025, closing a stake of 5,680 shares — an estimated $932K sold.

Dakota Wealth Management first reported a position in FCN in Q1 2023 and held it in 9 quarters. The position peaked at $1.25M in Q4 2024. 389 funds tracked by Wall St. Rank hold FCN as of Q2 2025.

Dakota Wealth Management reported no remaining FTI Consulting position as of Q2 2025 after selling out during the quarter.
Dakota Wealth Management sold 5,680 FTI Consulting shares in Q2 2025, an estimated $932K.
Dakota Wealth Management first reported a position in FTI Consulting in Q1 2023 and held it in 9 quarters.
Dakota Wealth Management's FTI Consulting position peaked at $1.25M in Q4 2024.
389 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.