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Truist Financial (TFC) reports 5.032% ownership in First Trust Exchange-Traded Fund

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

Rhea-AI Filing Summary

Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., filed an amended Schedule 13G to report its beneficial ownership in the First Trust Exchange-Traded Fund.

The filing states beneficial ownership of 903,290 shares, representing 5.032% of the fund’s outstanding class, with sole dispositive power over all reported shares and no voting power.

The securities are described as being acquired and 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 does Truist Financial (TFC) report owning in this Schedule 13G/A?

Truist Financial Corporation reports beneficial ownership of 903,290 shares of the First Trust Exchange-Traded Fund, an exchange-traded fund with CUSIP 33733E856.

What percentage of the First Trust Exchange-Traded Fund does Truist Financial (TFC) own?

The filing reports that Truist Financial Corporation beneficially owns 5.032% of the outstanding class of the First Trust Exchange-Traded Fund.

What powers does Truist Financial (TFC) have over these ETF shares?

The filing states sole dispositive power over 903,290 shares and no sole or shared voting power over the reported shares.

In what capacity is Truist Financial (TFC) filing this Schedule 13G/A?

Truist Financial Corporation files as a parent holding company for Truist Advisory Services, Inc., an affiliated registered investment adviser, and is classified as an investment adviser (IA) filer type.

Is Truist Financial (TFC) seeking to influence control of First Trust Exchange-Traded Fund?

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 is the date of the ownership event reported by Truist Financial (TFC)?

The date of the event requiring this Schedule 13G/A filing is listed as 12/31/2025.
Truist Finl Corp

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