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Truist (NYSE: TFC) reports 10.26% holding in First Trust ETF

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of 133,396 shares of First Trust Exchange-Traded Fund VIII, representing 10.261% of the fund’s shares as of 12/31/2025. Truist has sole power to dispose of these shares but no power to vote them. The position is certified as being held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



TRUIST FINANCIAL CORP
Signature:Edward M. Kwiatkowski
Name/Title:Vice President
Date:01/20/2026

FAQ

What stake does Truist Financial (TFC) report in First Trust Exchange-Traded Fund VIII?

Truist Financial Corporation reports beneficial ownership of 133,396 shares of First Trust Exchange-Traded Fund VIII, representing 10.261% of the fund’s outstanding shares as of 12/31/2025.

Does Truist Financial have voting power over its First Trust Exchange-Traded Fund VIII shares?

No. Truist Financial reports no sole or shared voting power over the shares, but it has sole power to dispose of 133,396 shares.

How is Truist Advisory Services, Inc. related to this Schedule 13G/A filing for TFC?

The filing identifies Truist Financial Corporation as the parent holding company for Truist Advisory Services, Inc., an affiliated registered investment adviser through which the beneficial ownership is reported.

Why is Truist Financial filing an Amendment No. 5 to Schedule 13G/A?

Amendment No. 5 updates Truist Financial’s beneficial ownership information for First Trust Exchange-Traded Fund VIII as of the 12/31/2025 event date, including the 10.261% stake and dispositive powers.

Is Truist Financial seeking to influence control of First Trust Exchange-Traded Fund VIII?

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of the issuer.

What type of reporting person is Truist Financial in this Schedule 13G/A?

Truist Financial is identified as a parent holding company for an investment adviser, with the reporting person type noted as IA in the filing.
Truist Finl Corp

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