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FT Vest Hedged Equity Income Fund: Series A2

CIK: 0002013732 Fixed Income
Report date: 2026-02-27
AUM $70M
Expense Ratio
Category Fixed Income
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

94 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.68%
$0.48 1,676
2 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.07%
$0.75 9,381
3 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.79%
$0.55 5,898
4 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.52%
$0.36 5,712
5 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.46%
$0.32 2,091
6 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.46%
$0.32 2,238
7 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.35%
$0.24 9,761
8 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.10 1,677
9 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.41%
$0.29 556
10 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.39%
$0.27 10,920
11 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.53%
$0.37 645
12 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.43%
$1.70 3,781
13 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.50%
$0.35 4,288
14 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.22%
$0.15 1,525
15 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.84%
$1.29 3,683
16 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.38%
$0.27 6,495
17 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.78%
$1.25 11,189
18 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.42%
$3.10 13,430
19 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.48%
$2.44 7,050
20 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.63%
$0.44 83
21 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.48%
$0.34 315
22 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.51%
$0.36 3,081
23 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.99%
$0.70 1,217
24 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.37%
$0.26 2,751
25 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.73%
$0.51 1,919
26 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.12%
$1.48 19,264
27 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.28%
$0.19 1,461
28 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.37%
$0.26 2,130
29 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.50%
$1.75 5,594
30 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.13%
$2.19 7,000
31 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.46%
$0.32 1,651
32 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.53%
$0.37 562
33 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.89%
$0.62 1,103
34 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.15%
$1.51 4,688
35 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.94%
$1.36 3,189
36 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -6
37 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -45
38 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -32
39 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -9
40 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-8
41 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-7
42 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-5
43 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -8
44 NFLX Netflix, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-20
45 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
46 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -38
47 INTU Intuit, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
48 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
-4
49 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
50 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.01 -24
51 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -19
52 BLK Blackrock, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
53 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
54 V Visa, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-12
55 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -22
56 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -14
57 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-14
58 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -37
59 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -10
60 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.55%
$0.38 3,991
61 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.85%
$2.00 3,032
62 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-13
63 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
64 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
65 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -24
66 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
7.35%
$5.15 18,950
67 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.99%
$0.69 3,034
68 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.97%
$0.68 5,410
69 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.48%
$0.34 1,250
70 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.42%
$0.29 844
71 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.44%
$0.31 1,189
72 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.74%
$0.52 2,430
73 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.43%
$0.30 924
74 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-10
75 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-33
76 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-7
77 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-9
78 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
79 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -7
80 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -6
81 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.01 -19
82 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
83 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -64
84 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -18
85 SPGI S&P Global, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
86 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-65
87 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-16
88 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-9
89 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
90 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -2
91 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -10
92 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -13
93 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.23%
$0.16 2,747
94 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.64%
$0.45 4,261