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Institute for Wealth Management’s FTI Consulting FCN Stock Holding History

Institute for 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
Q3 		– Sell
-2,784
Closed -$450K – 574
2025
Q2 		$450K Hold
2,784
– – 0.05% 334
2025
Q1 		$457K Buy
+2,784
New +$500K 0.06% 310

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institute for Wealth Management's FCN Position: Q3 2025 in Review

Institute for Wealth Management sold out of FTI Consulting (FCN) in Q3 2025, closing a stake of 2,784 shares — an estimated $450K sold.

Institute for Wealth Management first reported a position in FCN in Q1 2025 and held it in 2 quarters. The position peaked at $457K in Q1 2025. 379 funds tracked by Wall St. Rank hold FCN as of Q3 2025.

  • Institute for Wealth Management reported no remaining FTI Consulting position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 2,784 FTI Consulting shares in Q3 2025, an estimated $450K.
  • Institute for Wealth Management first reported a position in FTI Consulting in Q1 2025 and held it in 2 quarters.
  • Institute for Wealth Management's FTI Consulting position peaked at $457K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.