First Trust Advisors’s NewtekOne NEWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
96,747
+4,251
| +5% | +$48K | ﹤0.01% | 2046 |
|
|
2025
Q1 | $1.11M | Sell |
92,496
-1,445
| -2% | -$17.3K | ﹤0.01% | 2012 |
|
|
2024
Q4 | $1.2M | Sell |
93,941
-7,470
| -7% | -$95.4K | ﹤0.01% | 2001 |
|
|
2024
Q3 | $1.26M | Buy |
101,411
+26,725
| +36% | +$333K | ﹤0.01% | 1949 |
|
|
2024
Q2 | $939K | Sell |
74,686
-3,756
| -5% | -$47.2K | ﹤0.01% | 1969 |
|
|
2024
Q1 | $863K | Buy |
78,442
+1,341
| +2% | +$14.8K | ﹤0.01% | 2020 |
|
|
2023
Q4 | $1.06M | Buy |
77,101
+5,784
| +8% | +$79.8K | ﹤0.01% | 1958 |
|
|
2023
Q3 | $1.05M | Buy |
+71,317
| New | +$1.05M | ﹤0.01% | 1945 |
|