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Truist Financial (NYSE: TFC) discloses 9.3% stake in First Trust ETF

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

Rhea-AI Filing Summary

Truist Financial Corporation filed an amended Schedule 13G reporting its beneficial ownership in First Trust Exchange-Traded Fund VIII. Truist, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership of 185,167 shares, representing about 9.3% of the fund’s outstanding class as of the event date. Truist has no voting power over these shares but holds sole dispositive power, meaning it can decide when to sell them.

The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the fund. The ownership is reported under the investment adviser classification, with Truist organized in North Carolina and its advisory subsidiary in Delaware.

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 stake does Truist Financial (TFC) report in First Trust Exchange-Traded Fund VIII?

Truist Financial reports beneficial ownership of 185,167 shares of First Trust Exchange-Traded Fund VIII, representing about 9.3% of the outstanding class as of the reported date.

Does Truist Financial (TFC) have voting power over the First Trust ETF shares?

Truist Financial reports 0 shares with sole voting power and 0 shares with shared voting power, indicating it does not have voting authority over the reported holdings.

What kind of control does Truist have over these First Trust ETF shares?

Truist reports sole dispositive power over 185,167 shares, meaning it can decide how and when these shares are sold or otherwise disposed of, but without voting power.

Why is Truist Financial filing this Schedule 13G/A amendment?

Truist Financial is filing this Amendment No. 6 to Schedule 13G because its beneficial ownership in First Trust Exchange-Traded Fund VIII exceeds 5% of the class, requiring disclosure under SEC rules.

Is Truist Financial seeking to influence control of First Trust Exchange-Traded Fund VIII?

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

In what capacity is Truist Financial reporting this ownership?

Truist Financial is reporting as a parent holding company for Truist Advisory Services, Inc., which is an affiliated registered investment adviser, and the filing classifies the reporting person as an investment adviser (IA).
Truist Finl Corp

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