First Trust Advisors’s UWM Holdings UWMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$4.99M Buy
2025
Q1
Sell
2024
Q4
$21.9M Buy
2024
Q3
$3.22M Sell
2024
Q2
$7.34M Buy
2024
Q1
$1.93M Buy
2023
Q4
$1.84M Buy
2023
Q3
$1.21M Buy
2023
Q2
$1.4M Buy
2023
Q1
$1.21M Buy
2022
Q4
$754K Sell
2022
Q3
$713K Buy