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FT Vest Hedged Equity Income Fund: Series B2

CIK: 0002067009 Fixed Income
Report date: 2026-02-27
AUM $21M
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

93 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
2 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
3 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
4 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
5 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
6 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
-4
7 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
8 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-1
9 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
10 NFLX Netflix, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
11 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
12 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -2
13 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -13
14 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-11
15 INTU Intuit, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
16 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
-1
17 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -7
18 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -6
19 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
20 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.53%
$0.11 188
21 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.40%
$0.50 1,104
22 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.49%
$0.10 1,252
23 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.21%
$0.04 445
24 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.37%
$0.91 3,920
25 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.44%
$0.71 2,058
26 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.27%
$0.06 427
27 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.82%
$0.38 1,075
28 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.37%
$0.08 1,896
29 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.54%
$0.11 1,165
30 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.82%
$0.58 885
31 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
32 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-11
33 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -3
34 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
35 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.41%
$0.09 162
36 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.38%
$0.08 3,188
37 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
38 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
39 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -7
40 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
7.27%
$1.50 5,532
41 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.98%
$0.20 886
42 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.96%
$0.20 1,579
43 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.47%
$0.10 365
44 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.42%
$0.09 246
45 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.43%
$0.09 347
46 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
47 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-19
48 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
49 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.73%
$0.15 709
50 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.43%
$0.09 270
51 SPGI S&P Global, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
52 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-19
53 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-5
54 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.62%
$0.13 24
55 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.48%
$0.10 92
56 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.51%
$0.10 899
57 V Visa, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
58 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
59 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.98%
$0.20 355
60 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.36%
$0.07 803
61 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.72%
$0.15 560
62 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.22%
$0.05 802
63 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.63%
$0.13 1,244
64 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.09%
$0.43 5,623
65 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.67%
$0.14 489
66 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.06%
$0.22 2,738
67 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.37%
$0.08 622
68 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.48%
$0.51 1,633
69 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.09%
$0.64 2,043
70 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.45%
$0.09 482
71 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.78%
$0.16 1,722
72 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.51%
$0.11 1,667
73 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.53%
$0.11 164
74 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.88%
$0.18 322
75 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.45%
$0.09 610
76 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.45%
$0.09 653
77 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.34%
$0.07 2,849
78 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.13%
$0.44 1,368
79 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.92%
$0.40 931
80 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.03 489
81 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -3
82 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
83 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -6
84 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
85 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
86 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-10
87 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
88 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-3
89 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
90 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -3
91 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
92 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-9
93 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.76%
$0.36 3,266