Truist discloses 10.26% stake in First Trust ETF

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.

Accepted by SEC EDGAR 01/20/2026 - 01:36 PM EST Learn about SEC filing dates

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 5)

FIRST TRUST EXCHANGE-TRADED FUND VIII

(Name of Issuer)

Exchange Trade Fund

(Title of Class of Securities)

33740F185

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

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

CUSIP No. 33740F185

1

Names of Reporting Persons

TRUIST FINANCIAL CORP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NORTH CAROLINA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 133,396.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

133,396.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.3 %

12

Type of Reporting Person (See Instructions)

IA, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: FIRST TRUST EXCHANGE-TRADED FUND VIII
(b)	Address of issuer's principal executive offices: 120 EAST LIBERTY DRIVE, SUITE 400, 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON, ILLINOIS, 60187.
Item 2.
(a)	Name of person filing: Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc. an affiliated Registered Investment Advisor
(b)	Address or principal business office or, if none, residence: 214 North Tryon Street Charlotte, NC 28202
(c)	Citizenship: Truist Financial Corporation is a North Carolina Corporation; Truist Advisory Services, Inc. is a Delaware Corporation
(d)	Title of class of securities: Exchange Trade Fund
(e)	CUSIP No.: 33740F185
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 133396
(b)	Percent of class: 10.261 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 133396
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

TRUIST FINANCIAL CORP

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