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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $133,983,680,913 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in UWMC

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Shares Held

Position Value (USD)

13 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,942,531 812,854
2025-12-31 $19,302,817 4,407,036
2025-06-30 $4,991,854 1,205,762
2024-12-31 $21,880,289 3,727,477
2024-09-30 $3,217,986 377,698
2024-06-30 $7,339,313 1,059,064
2024-03-31 $1,926,731 265,390
2023-12-31 $1,840,152 257,364
2023-09-30 $1,211,534 249,801
2023-06-30 $1,398,460 249,725
2023-03-31 $1,210,152 246,467
2022-12-31 $753,604 227,675
2022-09-30 $713,437 243,494