TRUIST FINANCIAL CORP FPA β€” FIRST TR EXCH TRD ALPHDX FD

Ownership history in TRUIST FINANCIAL CORP  Β·  1 quarter on record

AI Ownership Summary

TRUIST FINANCIAL CORP reported FIRST TR EXCH TRD ALPHDX FD (FPA) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows FPA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUIST FINANCIAL CORP's position in FIRST TR EXCH TRD ALPHDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FPA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TRUIST FINANCIAL CORP held FPA β€” position size vs. price
% of Fund (quarterly)    FPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 3,844 β€” β€” 0.00% $206K 2026-07-28 $44.70

🏒 Other funds also holding FPA

As of 2026 Q2 β€” sorted by position size

COTTONWOOD CAPITAL ADVISORS, LLC 3Y 0.43% Rathbones Group PLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.01%

FAQ About TRUIST FINANCIAL CORP and FPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRUIST FINANCIAL CORP reported owning FPA?

TRUIST FINANCIAL CORP reported FPA across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported FPA position in TRUIST FINANCIAL CORP's portfolio?

The largest reported portfolio weight for FPA was 0.00% in 2026 Q2.

What is the latest reported FPA position on this page?

The most recent filing on this page is 2026 Q2, when TRUIST FINANCIAL CORP reported 3,844 shares, equal to 0.00% of portfolio, with an estimated market value of $206K.

What does the chart on this FPA ownership page compare?

The chart compares TRUIST FINANCIAL CORP's quarterly FPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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