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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors's UWMC Position: Q1 2026 in Review

First Trust Advisors reduced its UWM Holdings (UWMC) stake by 82% in Q1 2026, selling an estimated $16.5M and leaving 812,854 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

First Trust Advisors first reported a position in UWMC in Q3 2022 and has held it in 13 quarters since. The position peaked at $21.9M in Q4 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

First Trust Advisors held 812,854 shares of UWM Holdings worth $2.94M as of Q1 2026.
First Trust Advisors sold 3,594,182 UWM Holdings shares in Q1 2026, an estimated $16.5M.
UWM Holdings made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1742 holding.
First Trust Advisors first reported a position in UWM Holdings in Q3 2022 and has held it in 13 quarters since.
First Trust Advisors's UWM Holdings position peaked at $21.9M in Q4 2024.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.