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FT Vest Hedged Equity Income Fund: Series B1

CIK: 0002052961 Fixed Income
Report date: 2026-02-27
AUM $37M
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

92 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.02%
$0.37 3,361
2 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.75%
$0.28 2,637
3 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.66%
$0.24 847
4 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.09%
$0.40 5,007
5 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.53%
$0.19 3,049
6 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.44%
$0.16 1,057
7 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.46%
$0.17 1,194
8 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.41%
$0.15 6,041
9 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
1.12%
$0.41 2,328
10 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.05 895
11 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.25%
$0.09 931
12 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.41%
$0.15 3,742
13 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-13
14 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
15 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-6
16 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
17 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
18 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
19 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-11
20 INTU Intuit, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
21 PLTR Palantir Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-8
22 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
-2
23 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
24 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -12
25 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
7.07%
$2.60 9,582
26 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
1.16%
$0.43 1,878
27 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
1.14%
$0.42 3,348
28 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.46%
$0.17 632
29 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.41%
$0.15 427
30 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
31 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -14
32 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.63%
$0.23 399
33 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.42%
$0.15 601
34 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.71%
$0.26 1,229
35 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.51%
$0.19 572
36 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.49%
$1.66 7,168
37 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.35%
$1.23 3,565
38 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -11
39 BLK Blackrock, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
40 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.57%
$0.21 196
41 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
42 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-20
43 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
44 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.46%
$0.91 2,018
45 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.51%
$0.19 2,289
46 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-35
47 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-10
48 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.61%
$0.22 1,914
49 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
1.15%
$0.43 743
50 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.65%
$0.24 45
51 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.44%
$0.16 1,318
52 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
53 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
54 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
55 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
56 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.64%
$0.24 2,470
57 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
3.13%
$1.15 1,747
58 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.23%
$0.09 1,466
59 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -8
60 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.37%
$0.14 1,468
61 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-3
62 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -4
63 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.70%
$0.26 970
64 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
65 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -3
66 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -24
67 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.15%
$0.79 10,283
68 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.32%
$0.12 892
69 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.74%
$1.01 3,224
70 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.42%
$1.26 4,033
71 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.53%
$0.20 1,008
72 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.51%
$0.19 284
73 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
1.05%
$0.39 683
74 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.55%
$0.94 2,912
75 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.97%
$0.73 1,702
76 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.42%
$0.15 297
77 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -17
78 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
79 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.42%
$0.16 6,292
80 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
81 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -10
82 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
83 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -32
84 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -11
85 SPGI S&P Global, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
86 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
87 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -8
88 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-9
89 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -21
90 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -6
91 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-7
92 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2