Capital Flow Monitor · Sponsors · CIK 2036648
FT Vest Rising Dividend Achievers Total Return Fund
235 WEST GALENA STREET, MILWAUKEE, WI, 53212 · 414-299-2270
Pooled Investment Fund / Other Investment Fund · Business Trust· inc. DELAWARE true 2024
Fit score
—
Offering
—
Sold
$49.1M
% sold
—
Investors
313
Min investment
$25K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-11-26 | D/A ·current | 506(c) | — | $49.1M | — | 313 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Michael D Peck — Executive Officer, Milwaukee, WI
- Chad S Eisenberg — Executive Officer, Milwaukee, WI
- Ann Maurer — Executive Officer, Milwaukee, WI
- David G Lee — Director, Milwaukee, WI
- Robert Seyferth — Director, Milwaukee, WI
- Gary E Shugrue — Director, Milwaukee, WI
- Terrance P Gallagher — Director, Milwaukee, WI
- N/A First Trust Capital Management L.P. — Promoter, Chicago, IL
- N/A First Trust Portfolios L.P. — Promoter, Wheaton, IL
- N/A Vest Financial, LLC — Promoter, Mclean, VA
- Bernadette Murphy — Executive Officer, MIlwaukee, WI
Placement agents
- First Trust Portfolios L.p. · 2 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.