First Trust Advisors
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First Trust Advisors’s UWM Holdings UWMC Stock Holding History

First Trust Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-812,854
Closed -$2.94M – 2758
2026
Q1 		$2.94M Sell
812,854
-3,594,182
-82% -$16.5M ﹤0.01% 1742
2025
Q4 		$19.3M Buy
+4,407,036
New +$23.7M 0.01% 888
2025
Q3 		– Sell
-1,205,762
Closed -$4.99M – 2741
2025
Q2 		$4.99M Buy
+1,205,762
New +$5.3M ﹤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% +$21.8M 0.02% 831
2024
Q3 		$3.22M Sell
377,698
-681,366
-64% -$5.74M ﹤0.01% 1553
2024
Q2 		$7.34M Buy
1,059,064
+793,674
+299% +$5.45M 0.01% 1119
2024
Q1 		$1.93M Buy
265,390
+8,026
+3% +$54.2K ﹤0.01% 1755
2023
Q4 		$1.84M Buy
257,364
+7,563
+3% +$42.7K ﹤0.01% 1759
2023
Q3 		$1.21M Buy
249,801
+76
+0% +$438 ﹤0.01% 1897
2023
Q2 		$1.4M Buy
249,725
+3,258
+1% +$17.5K ﹤0.01% 1865
2023
Q1 		$1.21M Buy
246,467
+18,792
+8% +$82.4K ﹤0.01% 1903
2022
Q4 		$754K Sell
227,675
-15,819
-6% -$59.3K ﹤0.01% 2058
2022
Q3 		$713K Buy
+243,494
New +$896K ﹤0.01% 2106

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

First Trust Advisors's UWMC Position: Q2 2026 in Review

First Trust Advisors sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 812,854 shares — an estimated $2.94M sold.

First Trust Advisors first reported a position in UWMC in Q3 2022 and held it in 13 quarters. The position peaked at $21.9M in Q4 2024. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • First Trust Advisors reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • First Trust Advisors sold 812,854 UWM Holdings shares in Q2 2026, an estimated $2.94M.
  • First Trust Advisors first reported a position in UWM Holdings in Q3 2022 and held it in 13 quarters.
  • First Trust Advisors's UWM Holdings position peaked at $21.9M in Q4 2024.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.