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Truist Financial (TFC) reports 6,156 shares (0.85%) in First Trust ETF

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

Rhea-AI Filing Summary

Truist Financial Corporation reports beneficial ownership of 6,156 shares representing 0.85% of the outstanding class of First Trust Exchange-Traded Fund VIII. The filing states sole dispositive power over these shares via Truist as parent holding company for Truist Advisory Services, Inc.

Positive

  • None.

Negative

  • None.

Insights

Minor passive stake reported; limited governance influence.

The filing lists 6,156 shares and a beneficial ownership percentage of 0.85% in First Trust Exchange-Traded Fund VIII. The report identifies Truist Financial Corporation as the parent holding company for Truist Advisory Services, Inc.

Such a stake is small relative to a public ETF class and does not indicate voting control. Cash-flow treatment and any trading intent are not disclosed in the excerpt.






02/28/2026

(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)






SCHEDULE 13G





SCHEDULE 13G



TRUIST FINANCIAL CORP
Signature:Edward M. Kwiatkowski
Name/Title:Vice President
Date:03/06/2026

FAQ

What stake does TFC report in First Trust Exchange-Traded Fund VIII?

Truist Financial Corporation reports beneficial ownership of 6,156 shares, equal to 0.85% of the class. The filing states sole dispositive power over these shares via Truist as parent holding company for Truist Advisory Services, Inc.

Does the TFC filing show voting control over the ETF shares?

No—TFC indicates 0 shares with sole voting power and 0 shared voting power. The filing lists only sole dispositive power of 6,156 shares, so no voting authority is claimed in the provided excerpt.

Who filed the ownership report for TFC and in what capacity?

The report is filed by Truist Financial Corporation as parent holding company for Truist Advisory Services, Inc. The filing lists addresses and company citizenship (North Carolina and Delaware respectively) in the excerpt.

Is the reported ownership amount considered material for TFC shareholders?

The filing shows a 0.85% ownership stake of 6,156 shares, which is described as ownership of 5 percent or less of the class in the excerpt. The filing does not flag this as a material change to company financials or governance.
Truist Finl Corp

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