Diversify Advisory Services’s FTI Consulting FCN Stock Holding History

Diversify Advisory Services’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 Q3	$945K	Buy	6,459 +261	+4%	+$39.7K	0.01%	673
2026 Q2	$1M	Buy	+6,198	New	+$1.01M	0.02%	625
2026 Q1	–	Sell	-1,193	Closed	-$213K	–	436
2025 Q4	$213K	Buy	+1,193	New	+$197K	0.01%	862
2024 Q4	–	Sell	-1,066	Closed	-$245K	–	640
2024 Q3	$245K	Sell	1,066 -611	-36%	-$136K	0.01%	551
2024 Q2	$358K	Sell	1,677 -2,753	-62%	-$589K	0.02%	461
2024 Q1	$922K	Buy	+4,430	New	+$890K	0.05%	269

Other funds holding FCN

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Diversify Advisory Services's FCN Position: Q3 2026 in Review

Diversify Advisory Services increased its FTI Consulting (FCN) stake by 4.2% in Q3 2026, buying an estimated $39.7K and bringing the position to 6,459 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #673.

Diversify Advisory Services first reported a position in FCN in Q1 2024 and has held it in 6 quarters since. The position peaked at $1M in Q2 2026. 38 funds tracked by Wall St. Rank hold FCN as of Q3 2026.

Diversify Advisory Services held 6,459 shares of FTI Consulting worth $945K as of Q3 2026.
Diversify Advisory Services bought 261 FTI Consulting shares in Q3 2026, an estimated $39.7K.
FTI Consulting made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #673 holding.
Diversify Advisory Services first reported a position in FTI Consulting in Q1 2024 and has held it in 6 quarters since.
Diversify Advisory Services's FTI Consulting position peaked at $1M in Q2 2026.
38 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.