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Creative Planning FCN Position History
FTI Consulting, Inc. • Financial Services
Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $39K |
| Q4 2025 | $4.7M |
| Q1 2026 | $3.4M |
| Q2 2026 | $6K |
| Q2 2026 | $1M |
| Q3 2026 | $45K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 10.9K | — | — |
| Q3 2026 | $45K | 334 | — | — |
| Q2 2026 | $1M | 6.9K | — | — |
| Q2 2026 | $6K | 39 | — | — |
| Q1 2026 | $3.4M | 19.0K | — | — |
| Q4 2025 | $4.7M | 27.4K | — | — |
| Q3 2025 | $39K | 240 | — | — |
| Q3 2025 | $2.7M | 16.7K | — | — |
Other funds holding FCN
$220.2M
$172.3M
$170.4M
$148.6M
$145.4M
$145.4M
$105.4M