TRUIST FINANCIAL CORP MMSC — FIRST TR EXCHNG TRADED FD VI

Ownership history in TRUIST FINANCIAL CORP  ·  7 quarters on record

AI Ownership Summary

TRUIST FINANCIAL CORP reported FIRST TR EXCHNG TRADED FD VI (MMSC) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows MMSC 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 MMSC 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 EXCHNG TRADED FD VI, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

MMSC stock page TRUIST FINANCIAL CORP fund profile TRUIST FINANCIAL CORP full holdings
How TRUIST FINANCIAL CORP held MMSC — position size vs. price
% of Fund (quarterly)    MMSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8,345 -976 -10.5% 0.00% $247K 2026-07-28 $27.28
2026 Q1 REDUCED 37.8% +22.4% ❌ 9,321 -5,655 -37.8% 0.00% $221K 2026-04-27 $26.64
2025 Q4 REDUCED — — — 14,976 -774 -4.9% 0.00% $359K 2026-02-02 $25.38
2025 Q3 REDUCED — — — 15,750 -85 -0.5% 0.00% $366K 2025-11-03 $24.28
2025 Q2 ADDED — — — 15,835 +22 +0.1% 0.00% $327K 2025-07-18 $20.90
2025 Q1 REDUCED 18.1% +13.5% ❌ 15,813 -3,490 -18.1% 0.00% $287K 2025-04-29 $18.42
2024 Q4 INITIATED — — — 19,303 — — 0.00% $400K 2025-01-31 $21.56

🏢 Other funds also holding MMSC

As of 2026 Q2 — sorted by position size

Trinity Legacy Partners, LLC 3Y 7Y 2.46% MANCHESTER FINANCIAL INC 3Y 7Y 1.21% Advisor Resource Council 3Y 0.29% Brookwood Investment Group LLC 0.16% ARVEST INVESTMENTS, INC. 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About TRUIST FINANCIAL CORP and MMSC

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 MMSC?

TRUIST FINANCIAL CORP reported MMSC across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for MMSC was 0.00% in 2024 Q4.

What is the latest reported MMSC position on this page?

The most recent filing on this page is 2026 Q2, when TRUIST FINANCIAL CORP reported 8,345 shares, equal to 0.00% of portfolio, with an estimated market value of $247K.

What does the chart on this MMSC ownership page compare?

The chart compares TRUIST FINANCIAL CORP's quarterly MMSC 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.

How well did TRUIST FINANCIAL CORP time their MMSC position?

Based on 13F filing dates vs. subsequent MMSC price moves, TRUIST FINANCIAL CORP correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on MMSC relative to SPY over the holding period was +0.7%.

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