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FIRST TRUST ADVISORS LP

Position in NEWT — NewtekOne, Inc.

CIK 1125816 Wheaton, IL

Position in NEWT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,484,761
+$427,769 QoQ
Shares Held
100,254
+3.9% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 151 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NEWT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. NEWT ranks #156 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NEWT

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,484,761 100,254
2026-03-31 $1,056,992 96,529
2025-12-31 $1,103,378 97,214
2025-09-30 $1,039,820 90,814
2025-06-30 $1,091,306 96,747
2025-03-31 $1,106,252 92,496
2024-12-31 $1,199,626 93,941
2024-09-30 $1,263,581 101,411
2024-06-30 $938,803 74,686
2024-03-31 $862,862 78,442
2023-12-31 $1,063,993 77,101
2023-09-30 $1,051,925 71,317