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FT Vest Hedged Equity Income Fund: Series B3

CIK: 0002069247 Fixed Income
Report date: 2026-02-27
AUM $15M
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 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.44%
$0.07 241
2 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.39%
$0.06 163
3 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.40%
$0.06 229
4 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.69%
$0.10 469
5 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.35%
$0.05 156
6 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.37%
$0.64 2,760
7 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.23%
$0.47 1,359
8 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.62%
$0.09 17
9 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.39%
$0.06 53
10 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.42%
$0.06 520
11 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
12 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
13 V Visa, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
14 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
15 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
16 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-8
17 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
18 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
19 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
20 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
21 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
22 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
6.82%
$0.99 3,654
23 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.80%
$0.12 513
24 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.79%
$0.12 915
25 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-7
26 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.49%
$0.07 108
27 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.72%
$0.10 186
28 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
1.75%
$0.26 791
29 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.92%
$0.28 655
30 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.36%
$0.05 565
31 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.67%
$0.10 370
32 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.44%
$0.07 675
33 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.82%
$0.41 623
34 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.22%
$0.03 565
35 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.52%
$0.08 720
36 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.51%
$0.07 1,174
37 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.42%
$0.06 403
38 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.45%
$0.07 460
39 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.28%
$0.04 1,650
40 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-14
41 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-3
42 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
1.08%
$0.16 888
43 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.02 345
44 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
45 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
46 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
47 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
-2
48 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.98%
$0.14 250
49 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.09%
$0.30 3,959
50 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
51 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-1
52 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
53 NFLX Netflix, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
54 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -2
55 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
56 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
57 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -4
58 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
59 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-12
60 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
61 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-9
62 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
63 PLTR Palantir Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
64 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
-1
65 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -5
66 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
-3
67 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.41%
$0.06 114
68 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.38%
$0.06 2,244
69 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.43%
$0.06 109
70 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.40%
$0.35 777
71 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.27%
$0.04 300
72 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.49%
$0.07 881
73 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.30%
$0.04 360
74 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.48%
$0.36 1,150
75 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.09%
$0.45 1,439
76 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.21%
$0.03 313
77 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.45%
$0.07 339
78 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.63%
$0.09 323
79 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.06%
$0.15 1,928
80 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.78%
$0.11 1,212
81 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.50%
$0.22 622
82 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.37%
$0.05 1,335
83 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
0.99%
$0.14 1,294
84 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
85 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
86 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
87 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
88 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
89 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-2
90 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
91 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
92 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1