Bergan Kdv Wealth Management, LLC First Tr Exchange Traded Iv Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$18.75 - $21.39 $18,956 - $21,625	-1,011 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$16.75 - $23.13 $15,594 - $21,534	931 Added 1163.75%	1,011 $20,000
Q2 2019 Aug 12, 2019	SELL	$24.35 - $25.39 $381,004 - $397,277	-15,647 Reduced 99.49%	80 $2,000
Q1 2019 May 09, 2019	SELL	$21.41 - $24.8 $52,882 - $61,256	-2,470 Reduced 13.57%	15,727 $389,000
Q4 2018 Feb 01, 2019	BUY	$20.55 - $23.79 $10,542 - $12,204	513 Added 2.9%	18,197 $390,000
Q3 2018 Nov 09, 2018	SELL	$23.11 - $24.49 $19,250 - $20,400	-833 Reduced 4.5%	17,684 $415,000
Q2 2018 Jul 23, 2018	BUY	$21.69 - $23.22 $32,253 - $34,528	1,487 Added 8.73%	18,517 $430,000
Q1 2018 May 03, 2018	SELL	$21.49 - $24.98 $3,008 - $3,497	-140 Reduced 0.82%	17,030 $373,000
Q4 2017 Jan 16, 2018	BUY	$24.11 - $25.27 $44,651 - $46,800	1,852 Added 12.09%	17,170 $422,000
Q3 2017 Oct 18, 2017	BUY	$24.74 - $24.92 $378,967 - $381,724	15,318	15,318 $380,000

Others Institutions Holding EMLP

# of Institutions

340

Shares Held

69.3M

Call Options Held

200

Put Options Held

0

About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
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