First Trust Advisors
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First Trust Advisors’s NewtekOne NEWT Stock Holding History

First Trust Advisors’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Sell
96,529
-685
-0.7% -$8.69K ﹤0.01% 2139
2025
Q4 		$1.1M Buy
97,214
+6,400
+7% +$69.8K ﹤0.01% 2103
2025
Q3 		$1.04M Sell
90,814
-5,933
-6% -$70.3K ﹤0.01% 2083
2025
Q2 		$1.09M Buy
96,747
+4,251
+5% +$45.4K ﹤0.01% 2046
2025
Q1 		$1.11M Sell
92,496
-1,445
-2% -$18.3K ﹤0.01% 2012
2024
Q4 		$1.2M Sell
93,941
-7,470
-7% -$101K ﹤0.01% 2001
2024
Q3 		$1.26M Buy
101,411
+26,725
+36% +$339K ﹤0.01% 1949
2024
Q2 		$939K Sell
74,686
-3,756
-5% -$46.3K ﹤0.01% 1969
2024
Q1 		$863K Buy
78,442
+1,341
+2% +$15.8K ﹤0.01% 2020
2023
Q4 		$1.06M Buy
77,101
+5,784
+8% +$80.9K ﹤0.01% 1958
2023
Q3 		$1.05M Buy
+71,317
New +$1.22M ﹤0.01% 1945

Other funds holding NEWT

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return