Truist Financial (NYSE: TFC) discloses 5.49% holding in First Trust ETF
Rhea-AI Filing Summary
Truist Financial Corporation, as parent of Truist Advisory Services, Inc., reports beneficial ownership of shares of First Trust Exchange-Traded Fund VI (CUSIP 33738R837) on an amended Schedule 13G.
Truist reports beneficial ownership of 52,126 shares, representing 5.49% of the class as of 06/30/2026. It has no sole or shared voting power over these shares but has sole dispositive power over 52,126 shares and no shared dispositive power.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 52,126 shares
Percent of class: 5.49%
Sole voting power: 0 shares
+3 more
6 metrics
Shares beneficially owned
52,126 shares
Amount beneficially owned in First Trust Exchange-Traded Fund VI as of 06/30/2026
Percent of class
5.49%
Ownership percentage of the class of First Trust Exchange-Traded Fund VI
Sole voting power
0 shares
Shares over which Truist has sole power to vote or direct the vote
Shared voting power
0 shares
Shares over which Truist has shared power to vote or direct the vote
Sole dispositive power
52,126 shares
Shares over which Truist has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares over which Truist has shared dispositive power
Key Terms
beneficially owned, dispositive power, Schedule 13G/A, percent of class
4 terms
beneficially owned financial
"Ownership (a) | Amount beneficially owned: 52126"
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.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 52126"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Schedule 13G/A regulatory
"TRUIST FINANCIAL CORP 2 | (Amendment No. 1 ) SCHEDULE 13G/A"
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.
percent of class financial
"Percent of class: 5.49 %"
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of First Trust Exchange-Traded Fund VI does Truist Financial (TFC) report owning?
Truist Financial reports beneficial ownership of 5.49% of the class of First Trust Exchange-Traded Fund VI. This corresponds to 52,126 shares as of 06/30/2026, disclosed on an amended Schedule 13G.
What dispositive power does Truist Financial (TFC) report over First Trust Exchange-Traded Fund VI shares?
Truist Financial reports sole dispositive power over 52,126 shares of First Trust Exchange-Traded Fund VI and no shared dispositive power. This means it can direct the disposition of those shares but does not share that authority with others.
When was the amended Schedule 13G for Truist Financial (TFC) and First Trust ETF VI signed?
The amended Schedule 13G was signed on 07/10/2026 by Edward M. Kwiatkowski, Vice President. The ownership information, including the 5.49% beneficial stake, is reported as of 06/30/2026.