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FT Vest Total Return Income Fund: Series A3

CIK: 0002031546 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 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -2
2 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -17
3 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-14
4 INTU Intuit, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
5 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
-2
6 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
7 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -9
8 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -7
9 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
10 V Visa, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
11 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
12 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-8
13 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
14 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
15 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
16 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
-5
17 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -7
18 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
19 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-12
20 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
21 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
22 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-3
23 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.55%
$0.12 1,200
24 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
25 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-2
26 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
27 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -3
28 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
29 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
30 NFLX Netflix, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-7
31 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
32 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -14
33 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.41%
$0.09 167
34 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.39%
$0.08 3,283
35 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -4
36 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
37 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.53%
$0.11 194
38 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.42%
$0.51 1,137
39 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
40 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.97%
$0.20 1,626
41 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.50%
$0.10 1,289
42 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -12
43 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.48%
$0.10 376
44 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.42%
$0.09 254
45 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -3
46 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
47 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.00 -7
48 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.44%
$0.09 358
49 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.74%
$0.16 731
50 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
51 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.43%
$0.09 278
52 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-24
53 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
54 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.42%
$0.93 4,037
55 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.48%
$0.73 2,119
56 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -9
57 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
7.34%
$1.55 5,697
58 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.63%
$0.13 25
59 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.99%
$0.21 912
60 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.37%
$0.08 827
61 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.72%
$0.15 577
62 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.48%
$0.10 95
63 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.51%
$0.11 926
64 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.99%
$0.21 366
65 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.12%
$0.45 5,791
66 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.28%
$0.06 439
67 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.37%
$0.08 640
68 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.50%
$0.53 1,682
69 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.12%
$0.66 2,104
70 SPGI S&P Global, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
71 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-24
72 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-6
73 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
74 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.46%
$0.10 496
75 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.53%
$0.11 169
76 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.89%
$0.19 332
77 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.15%
$0.45 1,409
78 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.22%
$0.04 458
79 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.94%
$0.41 959
80 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.84%
$0.39 1,107
81 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.38%
$0.08 1,953
82 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.78%
$0.38 3,364
83 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.85%
$0.60 911
84 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.23%
$0.05 826
85 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.64%
$0.14 1,281
86 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.68%
$0.14 504
87 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.07%
$0.23 2,820
88 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.79%
$0.17 1,773
89 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.52%
$0.11 1,717
90 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.46%
$0.10 629
91 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.46%
$0.10 673
92 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.35%
$0.07 2,935
93 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.03 504