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FT Vest Total Return Income Fund: Series A2

CIK: 0002021966 Fixed Income
Report date: 2026-02-27
AUM $32M
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 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-12
2 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
3 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
4 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -13
5 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
7.37%
$2.35 8,662
6 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.99%
$0.32 1,387
7 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.97%
$0.31 2,473
8 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.48%
$0.15 571
9 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.43%
$1.42 6,139
10 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.49%
$1.11 3,223
11 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.64%
$0.20 38
12 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.48%
$0.15 144
13 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.28%
$0.09 668
14 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
15 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -11
16 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.42%
$0.13 254
17 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.39%
$0.12 4,992
18 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.53%
$0.17 295
19 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.43%
$0.78 1,729
20 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.50%
$0.16 1,960
21 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.22%
$0.07 697
22 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.85%
$0.59 1,683
23 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.38%
$0.12 2,969
24 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
25 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-19
26 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
27 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -21
28 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -6
29 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-5
30 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
31 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
32 INTU Intuit, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
33 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
-2
34 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
35 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -13
36 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -11
37 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -4
38 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-7
39 BLK Blackrock, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
40 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
41 V Visa, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-7
42 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -8
43 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -18
44 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
45 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
46 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -36
47 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -10
48 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-8
49 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-9
50 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
51 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
52 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
53 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
54 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -8
55 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.51%
$0.16 1,409
56 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
1.00%
$0.32 556
57 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.37%
$0.12 1,257
58 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.73%
$0.23 877
59 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.12%
$0.68 8,806
60 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.86%
$0.92 1,386
61 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.23%
$0.07 1,256
62 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.89%
$0.28 504
63 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.16%
$0.69 2,143
64 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.64%
$0.20 1,948
65 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.68%
$0.22 766
66 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.95%
$0.62 1,458
67 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.08%
$0.34 4,288
68 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.79%
$0.25 2,696
69 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.52%
$0.17 2,611
70 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.46%
$0.15 956
71 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.46%
$0.15 1,023
72 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.35%
$0.11 4,462
73 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.04 766
74 SPGI S&P Global, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
75 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-37
76 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.42%
$0.14 386
77 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.44%
$0.14 544
78 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.74%
$0.24 1,111
79 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.43%
$0.14 423
80 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.37%
$0.12 974
81 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.51%
$0.80 2,557
82 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.13%
$1.00 3,200
83 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.46%
$0.15 755
84 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.53%
$0.17 257
85 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.55%
$0.17 1,824
86 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.78%
$0.57 5,115
87 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
88 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-3
89 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
90 NFLX Netflix, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-11
91 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
92 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -3
93 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -26
94 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -21