FT Vest Hedged Equity Income Fund: Series A4
About this Fund
The FT Vest Hedged Equity Income Fund: Series A4 is a renowned mutual fund company that specializes in providing a diverse range of investment solutions to discerning investors seeking to balance risk and returns. As a leading player in the asset management industry, the company focuses on delivering exceptional wealth management services, helping individuals and institutions alike to achieve their long-term financial objectives. The FT Vest Hedged Equity Income Fund: Series A4 offers a comprehensive portfolio of mutual funds, including equity, debt, and hybrid funds, each carefully crafted to cater to the unique needs and risk tolerance of its investors. By leveraging its expertise in investment management, the company enables its clients to navigate the complexities of the financial markets with confidence, making informed decisions about their investment portfolios. With a strong emphasis on research-driven investment strategies, the FT Vest Hedged Equity Income Fund: Series A4 is committed to delivering consistent and sustainable returns to its investors, while minimizing risk through a combination of hedging techniques and diversification. The company's team of experienced investment professionals works tirelessly to identify opportunities for growth, carefully selecting a mix of high-quality stocks, bonds, and other securities to create a well-balanced portfolio that aligns with the investor's goals and risk profile. For investors seeking a regular income stream, the company offers a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, providing a disciplined approach to wealth creation. By fostering a culture of transparency, accountability, and trust, the FT Vest Hedged Equity Income Fund: Series A4 has established itself as a trusted partner for investors seeking to build and preserve their wealth over the long term. The company's investor-centric approach is reflected in its commitment to providing personalized service, tailored to the unique needs and objectives of each client. Whether investors are seeking to grow their wealth, generate income, or preserve their capital, the FT Vest Hedged Equity Income Fund: Series A4 offers a range of investment solutions designed to meet their specific requirements. With its strong track record of performance, rigorous risk management framework, and dedication to excellence in asset management, the company has earned the trust of investors across the globe. By combining cutting-edge investment strategies with a deep understanding of the markets and a passion for delivering exceptional results, the FT Vest Hedged Equity Income Fund: Series A4 has established itself as a leader in the mutual fund industry, helping investors to achieve their financial goals and secure their financial future. Through its unwavering commitment to integrity, transparency, and investor satisfaction, the company continues to build long-term relationships with its clients, founded on trust, expertise, and a shared vision for success.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | JPM JPMorgan Chase & Co Since 2026-05-10 | 46625H100 | Equity (Common) |
2.13%
|
$0.74 | 2,311 |
| 2 | LIN Linde PLC Since 2026-05-10 | G54950103 | Equity (Common) |
1.92%
|
$0.67 | 1,572 |
| 3 | VZ Verizon Communications, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -11 |
| 4 | C Citigroup, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -5 |
| 5 | PFE Pfizer, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -16 |
| 6 | GILD Gilead Sciences, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -4 |
| 7 | USB U.S. Bancorp Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -4 |
| 8 | CRM Salesforce, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -3 |
| 9 | NEE NextEra Energy, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -16 |
| 10 | COP ConocoPhillips Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -5 |
| 11 | PEP PepsiCo, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -4 |
| 12 | NKE NIKE, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.01%
|
$-0.00 | -9 |
| 13 | UPS United Parcel Service, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -3 |
| 14 | AAPL Apple, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -32 |
| 15 | ABT Abbott Laboratories Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -9 |
| 16 | SPGI S&P Global, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -1 |
| 17 | CSCO Cisco Systems, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -32 |
| 18 | JPM JPMorgan Chase & Co. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -8 |
| 19 | INTU Intuit Inc Since 2026-05-10 | 461202103 | Equity (Common) |
0.52%
|
$0.18 | 277 |
| 20 | ISRG Intuitive Surgical Inc Since 2026-05-10 | 46120E602 | Equity (Common) |
0.88%
|
$0.31 | 544 |
| 21 | NOW ServiceNow Inc Since 2026-05-10 | 81762P102 | Equity (Common) |
0.45%
|
$0.16 | 1,031 |
| 22 | PEP PepsiCo Inc Since 2026-05-10 | 713448108 | Equity (Common) |
0.45%
|
$0.16 | 1,103 |
| 23 | PFE Pfizer Inc Since 2026-05-10 | 717081103 | Equity (Common) |
0.34%
|
$0.12 | 4,812 |
| 24 | UBER Uber Technologies Inc Since 2026-05-10 | 90353T100 | Equity (Common) |
0.49%
|
$0.17 | 2,114 |
| 25 | MU Micron Technology Inc Since 2026-05-10 | 595112103 | Equity (Common) |
0.67%
|
$0.24 | 826 |
| 26 | NEE NextEra Energy Inc Since 2026-05-10 | 65339F101 | Equity (Common) |
1.06%
|
$0.37 | 4,624 |
| 27 | NOW ServiceNow, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -3 |
| 28 | NFLX Netflix Inc Since 2026-05-10 | 64110L106 | Equity (Common) |
0.78%
|
$0.27 | 2,908 |
| 29 | NKE NIKE Inc Since 2026-05-10 | 654106103 | Equity (Common) |
0.51%
|
$0.18 | 2,815 |
| 30 | EMR Emerson Electric Co. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -2 |
| 31 | AMD Advanced Micro Devices, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -4 |
| 32 | NFLX Netflix, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -10 |
| 33 | PYPL PayPal Holdings, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -3 |
| 34 | ADBE Adobe, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -1 |
| 35 | MU Micron Technology, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -3 |
| 36 | PM Philip Morris International, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -4 |
| 37 | AMZN Amazon.com, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -22 |
| 38 | TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -1 |
| 39 | ABBV AbbVie, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -5 |
| 40 | MDT Medtronic PLC Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -7 |
| 41 | HON Honeywell International, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -3 |
| 42 | GOOG Alphabet, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.01%
|
$-0.00 | -12 |
| 43 | TSLA Tesla, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -6 |
| 44 | WMT Walmart, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -19 |
| 45 | INTU Intuit, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -1 |
| 46 | ACN Accenture PLC Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -2 |
| 47 | GOOG Alphabet, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -9 |
| 48 | BLK Blackrock, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -1 |
| 49 | AMGN Amgen, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -2 |
| 50 | V Visa, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -6 |
| 51 | UBER Uber Technologies, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -7 |
| 52 | MRK Merck & Co., Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -7 |
| 53 | T AT&T, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -18 |
| 54 | META Meta Platforms, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -5 |
| 55 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
1.82%
|
$0.64 | 1,815 |
| 56 | VZ Verizon Communications Inc Since 2026-05-10 | 92343V104 | Equity (Common) |
0.37%
|
$0.13 | 3,201 |
| 57 | WMT Walmart Inc Since 2026-05-10 | 931142103 | Equity (Common) |
1.76%
|
$0.61 | 5,515 |
| 58 | BKNG Booking Holdings Inc Since 2026-05-10 | 09857L108 | Equity (Common) |
0.63%
|
$0.22 | 41 |
| 59 | BLK Blackrock Inc Since 2026-05-10 | 09290D101 | Equity (Common) |
0.47%
|
$0.17 | 155 |
| 60 | C Citigroup Inc Since 2026-05-10 | 172967424 | Equity (Common) |
0.51%
|
$0.18 | 1,519 |
| 61 | CAT Caterpillar Inc Since 2026-05-10 | 149123101 | Equity (Common) |
0.98%
|
$0.34 | 600 |
| 62 | COP ConocoPhillips Since 2026-05-10 | 20825C104 | Equity (Common) |
0.36%
|
$0.13 | 1,356 |
| 63 | CRM Salesforce Inc Since 2026-05-10 | 79466L302 | Equity (Common) |
0.72%
|
$0.25 | 946 |
| 64 | CSCO Cisco Systems Inc Since 2026-05-10 | 17275R102 | Equity (Common) |
2.09%
|
$0.73 | 9,496 |
| 65 | EMR Emerson Electric Co Since 2026-05-10 | 291011104 | Equity (Common) |
0.27%
|
$0.10 | 720 |
| 66 | GILD Gilead Sciences Inc Since 2026-05-10 | 375558103 | Equity (Common) |
0.37%
|
$0.13 | 1,050 |
| 67 | GOOG Alphabet Inc Since 2026-05-10 | 02079K107 | Equity (Common) |
2.47%
|
$0.86 | 2,758 |
| 68 | GOOG Alphabet Inc Since 2026-05-10 | 02079K305 | Equity (Common) |
3.09%
|
$1.08 | 3,450 |
| 69 | MO Altria Group, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -5 |
| 70 | ISRG Intuitive Surgical, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -2 |
| 71 | HON Honeywell International Inc Since 2026-05-10 | 438516106 | Equity (Common) |
0.45%
|
$0.16 | 814 |
| 72 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
4.37%
|
$1.53 | 6,620 |
| 73 | AVGO Broadcom Inc Since 2026-05-10 | 11135F101 | Equity (Common) |
3.44%
|
$1.20 | 3,475 |
| 74 | AMAT Applied Materials, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -2 |
| 75 | CAT Caterpillar, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
— | -2 |
| 76 | AVGO Broadcom, Inc. Since 2026-05-10 | 999999999 | Derivative |
-0.00%
|
$-0.00 | -12 |
| 77 | AAPL Apple Inc Since 2026-05-10 | 037833100 | Equity (Common) |
7.26%
|
$2.54 | 9,341 |
| 78 | ABBV AbbVie Inc Since 2026-05-10 | 00287Y109 | Equity (Common) |
0.98%
|
$0.34 | 1,496 |
| 79 | ABT Abbott Laboratories Since 2026-05-10 | 002824100 | Equity (Common) |
0.95%
|
$0.33 | 2,667 |
| 80 | ACN Accenture PLC Since 2026-05-10 | G1151C101 | Equity (Common) |
0.47%
|
$0.17 | 616 |
| 81 | ADBE Adobe Inc Since 2026-05-10 | 00724F101 | Equity (Common) |
0.42%
|
$0.15 | 416 |
| 82 | AMAT Applied Materials Inc Since 2026-05-10 | 038222105 | Equity (Common) |
0.43%
|
$0.15 | 586 |
| 83 | AMD Advanced Micro Devices Inc Since 2026-05-10 | 007903107 | Equity (Common) |
0.73%
|
$0.26 | 1,198 |
| 84 | AMGN Amgen Inc Since 2026-05-10 | 031162100 | Equity (Common) |
0.43%
|
$0.15 | 456 |
| 85 | MDT Medtronic PLC Since 2026-05-10 | G5960L103 | Equity (Common) |
0.54%
|
$0.19 | 1,967 |
| 86 | META Meta Platforms Inc Since 2026-05-10 | 30303M102 | Equity (Common) |
2.82%
|
$0.99 | 1,494 |
| 87 | MO Altria Group Inc Since 2026-05-10 | 02209S103 | Equity (Common) |
0.22%
|
$0.08 | 1,354 |
| 88 | MRK Merck & Co Inc Since 2026-05-10 | 58933Y105 | Equity (Common) |
0.63%
|
$0.22 | 2,101 |
| 89 | PYPL PayPal Holdings Inc Since 2026-05-10 | 70450Y103 | Equity (Common) |
0.14%
|
$0.05 | 826 |
| 90 | SPGI S&P Global Inc Since 2026-05-10 | 78409V104 | Equity (Common) |
0.41%
|
$0.14 | 274 |
| 91 | T AT&T Inc Since 2026-05-10 | 00206R102 | Equity (Common) |
0.38%
|
$0.13 | 5,383 |
| 92 | TMO Thermo Fisher Scientific Inc Since 2026-05-10 | 883556102 | Equity (Common) |
0.53%
|
$0.18 | 318 |
| 93 | TSLA Tesla Inc Since 2026-05-10 | 88160R101 | Equity (Common) |
2.40%
|
$0.84 | 1,864 |
| 94 | UPS United Parcel Service Inc Since 2026-05-10 | 911312106 | Equity (Common) |
0.21%
|
$0.07 | 752 |