Truist Financial (TFC) reports 74,203 ETF Opportunities Trust shares under Schedule 13G/A
Rhea-AI Filing Summary
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports passive beneficial ownership of shares of ETF Opportunities Trust on a Schedule 13G/A. Truist reports beneficial ownership of 74,203 shares, representing 2.01 percent of the class, with sole dispositive power over these shares but no sole or shared voting power. The filing characterizes this as ownership of 5 percent or less of the fund’s outstanding shares. The reporting person is organized in North Carolina, with the affiliated adviser organized in Delaware.
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Key Figures
Shares beneficially owned: 74,203 shares
Percent of class: 2.01%
Sole voting power: 0
+3 more
6 metrics
Shares beneficially owned
74,203 shares
Amount beneficially owned in ETF Opportunities Trust
Percent of class
2.01%
Percentage of ETF Opportunities Trust class beneficially owned
Sole voting power
0
Shares with sole power to vote or direct the vote
Shared voting power
0
Shares with shared power to vote or direct the vote
Sole dispositive power
74,203 shares
Shares with sole power to dispose or direct disposition
Shared dispositive power
0
Shares with shared power to dispose or direct disposition
Key Terms
Schedule 13G/A, beneficially owned, sole dispositive power, percent of class, +1 more
5 terms
Schedule 13G/A regulatory
"Truist Financial Corporation files on a Schedule 13G/A basis"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 74203"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 74203"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 2.01 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Ownership of 5 percent or less of a class regulatory
"Item 5. | Ownership of 5 Percent or Less of a Class."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Truist Financial (TFC) report in ETF Opportunities Trust?
Truist Financial reports beneficial ownership of 74,203 shares of ETF Opportunities Trust, representing 2.01 percent of the outstanding class according to the Schedule 13G/A filing.
How much of ETF Opportunities Trust’s class is owned by Truist Financial (TFC)?
Truist Financial reports holding 2.01 percent of the class of ETF Opportunities Trust, which is categorized as ownership of 5 percent or less of the outstanding shares.
Who is the reporting person in this Schedule 13G/A for TFC?
The reporting person is Truist Financial Corporation, acting as parent holding company for Truist Advisory Services, Inc., an affiliated registered investment adviser managing the ETF Opportunities Trust position.