Capital Flow Monitor · Sponsors · CIK 2021966
FT Vest Total Return Income Fund: Series A2
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
$34.3M
% sold
—
Investors
120
Min investment
$25K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-08-11 | D/A ·current | 506(c) | — | $34.3M | — | 120 | 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 Portfolios L.P. — Promoter, Wheaton, IL
- N/A First Trust Capital Management L.P. — Promoter, Chicago, IL
- N/A Vest Financial, LLC — Promoter, Mclean, VA
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.