Per Stirling Capital Management, Llc. FIRST TR EXCHANGE-TRADED FD Transaction History

Per Stirling Capital Management, Llc.

  • $836 Billion
  • Q3 2025
Number of Shares
716,552
Previous 677,862 5.71%
Holding current value
$15.2 Billion
Previous $14.2 Billion 6.97%
% of portfolio
1.82%
Previous 1.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
38,690 Added 5.71%
716,552 $15.2 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
34,897 Added 5.43%
677,862 $14.2 Billion
Q1 2025

May 14, 2025
BUY
N/A
8,717 Added 1.37%
642,965 $13.3 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
22,305 Added 3.64%
634,248 $13 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
611,943 New
611,943 $13.1 Billion
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