Truist Financial (NYSE: TFC) reports 6.97% stake in FT ETF VIII
Rhea-AI Filing Summary
Truist Financial Corporation reports beneficial ownership of 121,962 shares (6.97%) of First Trust Exchange-Traded Fund VIII. The filing states Truist has sole dispositive power over 121,962 shares and no voting power. The submission is a Schedule 13G/A signed on 04/20/2026 with a reporting date of 03/31/2026.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 121,962 shares
Percent of class: 6.97%
Sole dispositive power: 121,962
+3 more
6 metrics
Beneficial ownership
121,962 shares
Amount beneficially owned as reported in Item 4
Percent of class
6.97%
Percent of class reported in Item 4
Sole dispositive power
121,962
Number of shares with sole power to dispose (Item 4)
Sole voting power
0
Shares with sole power to vote (Item 4)
Reporting date
03/31/2026
Date listed on the filing header
Signature date
04/20/2026
Date the Schedule 13G/A was signed by the reporting officer
Key Terms
Schedule 13G/A, beneficially owned, sole dispositive power, CUSIP
4 terms
Schedule 13G/A regulatory
"Item 2. | (a) | Name of person filing: Truist Financial Corporation as Parent Holding Company"
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.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 121962"
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.
sole dispositive power financial
"(iii) Sole power to dispose or to direct the disposition of: 121962"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
CUSIP regulatory
"(d) | CUSIP No.: 33740F185"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Truist Financial (TFC) report in First Trust Exchange-Traded Fund VIII?
Truist reports beneficial ownership of 121,962 shares, or 6.97%. The Schedule 13G/A shows sole dispositive power over the shares and no voting power, with a reporting date of 03/31/2026 and signature dated 04/20/2026.
Who filed the Schedule 13G/A for TFC and on what basis?
The filing was made by Truist Financial Corporation as parent holding company for Truist Advisory Services, Inc. It identifies Truist as a North Carolina corporation and the adviser as a Delaware corporation in the filing header.
What does ‘sole dispositive power’ mean in this Schedule 13G/A?
Sole dispositive power means authority to direct disposition of the shares. The filing states Truist has sole dispositive power for 121,962 shares, allowing sale or transfer decisions, while voting power remains reported as 0.
When was the Schedule 13G/A for TFC signed and who signed it?
The Schedule 13G/A was signed on 04/20/2026 by Edward M. Kwiatkowski, Vice President. The document shows a reporting date of 03/31/2026 and includes the issuer CUSIP 33740F185.