FIRST TRUST ADVISORS LP

Position in UWMC — UWM Holdings Corp

CIK 1125816 Wheaton, IL

Position in UWMC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,942,531

-$16,360,286 QoQ

Shares Held

812,854

-81.6% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $9,052,795 across 5 Mortgage Finance names.

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	112,410	$6,148,827
2	PFSI	PennyMac Financial Services, Inc.	10,901	$949,477
3	ONIT	Onity Group Inc.	22,108	$878,793
4	VEL	Velocity Financial, Inc.	32,676	$603,198
5	RKT	Rocket Companies, Inc.	30,000	$472,500

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,942,531	812,854	-81.6%	Shares	Sole	2026-05-13
2025-12-31	$19,302,817	4,407,036	+265.5%	Shares	Sole	2026-02-13
2025-06-30	$4,991,854	1,205,762	-67.7%	Shares	Sole	2025-08-13
2024-12-31	$21,880,289	3,727,477	+886.9%	Shares	Sole	2025-02-13
2024-09-30	$3,217,986	377,698	-64.3%	Shares	Sole	2024-11-13
2024-06-30	$7,339,313	1,059,064	+299.1%	Shares	Sole	2024-08-13
2024-03-31	$1,926,731	265,390	+3.1%	Shares	Sole	2024-05-13
2023-12-31	$1,840,152	257,364	+3.0%	Shares	Sole	2024-02-13
2023-09-30	$1,211,534	249,801	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,398,460	249,725	+1.3%	Shares	Sole	2023-08-14
2023-03-31	$1,210,152	246,467	+8.3%	Shares	Sole	2023-05-15
2022-12-31	$753,604	227,675	-6.5%	Shares	Sole	2023-02-09
2022-09-30	$713,437	243,494	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.