First Trust Advisors’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
+1,205,762
| New | +$4.99M | ﹤0.01% | 1355 |
|
|
2025
Q1 | – | Sell |
-3,727,477
| Closed | -$21.9M | – | 2630 |
|
|
2024
Q4 | $21.9M | Buy |
3,727,477
+3,349,779
| +887% | +$19.7M | 0.02% | 831 |
|
|
2024
Q3 | $3.22M | Sell |
377,698
-681,366
| -64% | -$5.81M | ﹤0.01% | 1553 |
|
|
2024
Q2 | $7.34M | Buy |
1,059,064
+793,674
| +299% | +$5.5M | 0.01% | 1119 |
|
|
2024
Q1 | $1.93M | Buy |
265,390
+8,026
| +3% | +$58.3K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $1.84M | Buy |
257,364
+7,563
| +3% | +$54.1K | ﹤0.01% | 1759 |
|
|
2023
Q3 | $1.21M | Buy |
249,801
+76
| +0% | +$369 | ﹤0.01% | 1897 |
|
|
2023
Q2 | $1.4M | Buy |
249,725
+3,258
| +1% | +$18.2K | ﹤0.01% | 1865 |
|
|
2023
Q1 | $1.21M | Buy |
246,467
+18,792
| +8% | +$92.3K | ﹤0.01% | 1903 |
|
|
2022
Q4 | $754K | Sell |
227,675
-15,819
| -6% | -$52.4K | ﹤0.01% | 2058 |
|
|
2022
Q3 | $713K | Buy |
+243,494
| New | +$713K | ﹤0.01% | 2106 |
|