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Truist Financial (NYSE: TFC) reports 6.91% stake in First Trust ETF VIII

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership of shares of FIRST TRUST EXCHANGE-TRADED FUND VIII on an amended Schedule 13G.

The filing states beneficial ownership of 193,577 shares, representing 6.91% of the class. Truist reports no sole or shared voting power over these shares but reports sole dispositive power over 193,577 shares and no shared dispositive power.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 193,577 shares Amount beneficially owned in FIRST TRUST EXCHANGE-TRADED FUND VIII
Percent of class 6.91% Percent of FIRST TRUST EXCHANGE-TRADED FUND VIII class beneficially owned
Sole voting power 0 Number of shares over which Truist has sole power to vote
Shared voting power 0 Number of shares over which Truist has shared power to vote
Sole dispositive power 193,577 shares Number of shares over which Truist has sole dispositive power
Signature date 07/10/2026 Date the Schedule 13G/A was signed by the reporting person
beneficially owned financial
"Ownership (a) | Amount beneficially owned: 193577"
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: 193577"
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
"form_type: "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.
Exchange Traded Fund financial
"Title of class of securities: Exchange Traded Fund"
A pooled investment that trades on a stock exchange like a single share, giving investors instant exposure to a basket of assets such as stocks, bonds, or commodities. It matters because ETFs let investors buy or sell a diversified slice of the market quickly and usually at low cost — like buying a pre-built portfolio instead of picking individual stocks — which can lower risk and simplify trading strategies.

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

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FAQ

What stake in FIRST TRUST EXCHANGE-TRADED FUND VIII does Truist Financial (TFC) report?

Truist Financial reports beneficial ownership of 193,577 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII, representing 6.91% of the outstanding class according to the Schedule 13G/A.

Does Truist Financial (TFC) report voting power over FIRST TRUST EXCHANGE-TRADED FUND VIII shares?

Truist Financial reports no sole or shared voting power over FIRST TRUST EXCHANGE-TRADED FUND VIII shares; both sole and shared voting power are listed as 0 in the Schedule 13G/A.

What dispositive power over FIRST TRUST EXCHANGE-TRADED FUND VIII shares does Truist Financial (TFC) have?

Truist Financial reports sole dispositive power over 193,577 shares of FIRST TRUST EXCHANGE-TRADED FUND VIII and no shared dispositive power, indicating authority to dispose of that number of shares.

Who is the reporting person on the FIRST TRUST EXCHANGE-TRADED FUND VIII Schedule 13G/A?

The reporting person is Truist Financial Corporation as parent holding company for Truist Advisory Services, Inc., an affiliated registered investment advisor, as disclosed in the Schedule 13G/A.

What percentage of FIRST TRUST EXCHANGE-TRADED FUND VIII is owned by Truist Financial (TFC)?

Truist Financial reports beneficial ownership of 6.91% of the outstanding shares of FIRST TRUST EXCHANGE-TRADED FUND VIII in the amended Schedule 13G filing.

When was the amended Schedule 13G for Truist Financial (TFC) and FIRST TRUST EXCHANGE-TRADED FUND VIII signed?

The amended Schedule 13G was signed by Edward M. Kwiatkowski, Vice President, on 07/10/2026, according to the signature block in the filing.





33740F797

(CUSIP Number)
6/30/2026

(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)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



TRUIST FINANCIAL CORP
Signature:Edward M. Kwiatkowski
Name/Title:Vice President
Date:07/10/2026