Capital Flow Monitor · Sponsors · CIK 2052411
FT Vest Total Return Income Fund: Series B1
235 WEST GALENA, MILWAUKEE, WI, 53212 · 414-299-2270
Pooled Investment Fund / Other Investment Fund · Business Trust· inc. DELAWARE true 2024
Fit score
—
Offering
—
Sold
$114.8M
% sold
—
Investors
751
Min investment
$25K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-05-05 | D/A ·current | 506(c) | — | $114.8M | — | 751 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Michael D Peck — Executive Officer, Milwaukee, WI
16 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Hedged Equity Income Fund: Series B3 $14.8M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
- First Trust Enhanced Private Credit Fund $69.1M of —
-
Chad S Eisenberg — Executive Officer, Milwaukee, WI
16 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Hedged Equity Income Fund: Series B3 $14.8M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
- First Trust Enhanced Private Credit Fund $69.1M of —
-
Ann Maurer — Executive Officer, Milwaukee, WI
15 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
- First Trust Enhanced Private Credit Fund $69.1M of —
-
David G Lee — Director, Milwaukee, WI
16 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Hedged Equity Income Fund: Series B3 $14.8M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
- First Trust Enhanced Private Credit Fund $69.1M of —
-
Robert Seyferth — Director, Milwaukee, WI
16 other raises
- Felicitas Income Fund $0 of —
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
- First Trust Enhanced Private Credit Fund $69.1M of —
-
Gary E Shugrue — Director, Milwaukee, WI
16 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Hedged Equity Income Fund: Series B3 $14.8M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
- First Trust Enhanced Private Credit Fund $69.1M of —
-
Terrance P Gallagher — Director, Milwaukee, WI
16 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Hedged Equity Income Fund: Series B3 $14.8M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
- First Trust Enhanced Private Credit Fund $69.1M of —
-
N/A First Trust Portfolios L.P. — Promoter, Wheaton, IL
13 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
-
N/A Vest Financial, LLC — Promoter, Mclean, VA
13 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
-
N/A First Trust Capital Management L.P. — Promoter, Chicago, IL
16 other raises
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT OFFSHORE I LP $216.0M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
- FT Vest Total Return Income Fund: Series A2 $34.3M of —
- First Trust Enhanced Private Credit Fund $69.1M of —
-
Bernadette Murphy — Executive Officer, MIlwaukee, WI
15 other raises
- Felicitas Income Fund $0 of —
- FT Vest Hedged Equity Income Fund: Series A2 $72.3M of —
- FT Vest Total Return Income Fund: Series B2 $142.6M of —
- FT Vest Hedged Equity Income Fund: Series B2 $20.6M of —
- FT Vest Total Return Income Fund: Series A1 $75.9M of —
- FT Vest Hedged Equity Income Fund: Series B1 $39.2M of —
- FT Vest Total Return Income Fund: Series A4 $97.5M of —
- FT Vest Hedged Equity Income Fund: Series A4 $36.1M of —
- FT Vest Total Return Income Fund: Series B4 $124.5M of —
- Destiny Alternative Fund $67.4M of —
- FT Vest Rising Dividend Achievers Total Return Fund $49.1M of —
- FT Vest Total Return Income Fund: Series B3 $119.1M of —
- FT Vest Hedged Equity Income Fund: Series B3 $14.8M of —
- FT Vest Total Return Income Fund: Series A3 $23.4M of —
- FT Vest Hedged Equity Income Fund: Series A3 $14.4M of —
Placement agents
- First Trust Portfolios L.p. · 2 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.