Truist discloses 3.2% stake in First Trust ETF VIII

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 lists beneficial ownership of 160,019 shares of the exchange traded fund, representing 3.20 % of the class. Truist reports no sole or shared voting power over these shares, but sole dispositive power over 160,019 shares and no shared dispositive power. The position is identified as ownership of 5 percent or less of the class.

Insights

Equity ownership analyst

Truist reports a modest, non-controlling stake with disposal power but no voting power.

Truist Financial Corporation, through Truist Advisory Services, Inc., reports beneficial ownership of 160,019 shares of First Trust Exchange-Traded Fund VIII, equal to 3.20% of the fund’s outstanding class. This is disclosed on an amended Schedule 13G, which is used for passive ownership positions.

The filing specifies no sole or shared voting power but sole dispositive power over all 160,019 shares, meaning Truist can decide when to sell but does not exercise voting authority on the securities. The position is clearly below the 5% threshold, framing it as a moderate institutional holding rather than a control-oriented stake.

Key Figures

Shares beneficially owned: 160,019 shares Percent of class: 3.20 % Sole voting power: 0 shares +3 more

6 metrics

Shares beneficially owned 160,019 shares Beneficially owned in First Trust Exchange-Traded Fund VIII

Percent of class 3.20 % Percentage of First Trust Exchange-Traded Fund VIII class owned

Sole voting power 0 shares Shares with sole power to vote or direct the vote

Shared voting power 0 shares Shares with shared power to vote or direct the vote

Sole dispositive power 160,019 shares Shares with sole power to dispose or direct disposition

Shared dispositive power 0 shares Shares with shared power to dispose or direct disposition

Key Terms

beneficially owned, dispositive power, Exchange Traded Fund, Parent Holding Company

4 terms

beneficially owned financial

"Ownership (a) | Amount beneficially owned: 160019"

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: 160019"

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.

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.

Parent Holding Company financial

"Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc."

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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

Truist Financial reports beneficial ownership of 3.20 % of First Trust Exchange-Traded Fund VIII. This corresponds to 160,019 shares, and the filing characterizes the stake as ownership of 5 percent or less of the fund’s outstanding class.

How many shares of First Trust Exchange-Traded Fund VIII does Truist Financial (TFC) report on its Schedule 13G/A?

Truist Financial reports beneficial ownership of 160,019 shares of First Trust Exchange-Traded Fund VIII. The filing states these shares represent 3.20 % of the class, with Truist having sole dispositive power over all 160,019 shares.

Does Truist Financial (TFC) have voting power over its First Trust Exchange-Traded Fund VIII shares?

Truist Financial reports no voting power over its shares in First Trust Exchange-Traded Fund VIII. The Schedule 13G/A lists 0 shares with sole voting power and 0 shares with shared voting power, while retaining sole dispositive power over 160,019 shares.

What type of power does Truist Financial (TFC) hold over its First Trust Exchange-Traded Fund VIII position?

Truist Financial reports sole dispositive power over 160,019 shares of First Trust Exchange-Traded Fund VIII. The filing shows no sole or shared voting power, indicating authority to sell the shares but not to vote them.

Who is the reporting person for the First Trust Exchange-Traded Fund VIII Schedule 13G/A linked to Truist Financial (TFC)?

The reporting person is Truist Financial Corporation, filing as the parent holding company for Truist Advisory Services, Inc.. The disclosure identifies Truist Financial as a North Carolina corporation and Truist Advisory Services as a Delaware corporation.

What class of securities is Truist Financial (TFC) reporting for First Trust Exchange-Traded Fund VIII?

Truist Financial reports ownership in the Exchange Traded Fund class of securities for First Trust Exchange-Traded Fund VIII. The filing associates this class with CUSIP number 33740F268 and reports 160,019 shares beneficially owned.

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

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Accepted by SEC EDGAR 07/10/2026 - 11:30 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

FIRST TRUST EXCHANGE-TRADED FUND VIII

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

33740F268

(CUSIP Number)

06/30/2026

(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

CUSIP Number(s): 33740F268

1

Names of Reporting Persons

TRUIST FINANCIAL CORP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NORTH CAROLINA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 160,019.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

160,019.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.2 %

12

Type of Reporting Person (See Instructions)

IA, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: FIRST TRUST EXCHANGE-TRADED FUND VIII
(b)	Address of issuer's principal executive offices: 120 EAST LIBERTY DRIVE, SUITE 400, WHEATON, ILLINOIS, 60187.
Item 2.
(a)	Name of person filing: Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc. an affiliated Registered Investment Advisor
(b)	Address or principal business office or, if none, residence: 214 North Tryon Street Charlotte, NC 28202
(c)	Citizenship: Truist Financial Corporation is a North Carolina Corporation; Truist Advisory Services, Inc. is a Delaware Corporation
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP No.: 33740F268
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 160019
(b)	Percent of class: 3.20 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 160019
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

TRUIST FINANCIAL CORP

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