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FT Vest Total Return Income Fund: Series B2

CIK: 0002066984 Fixed Income
Report date: 2026-02-27
AUM $141M
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

95 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-13
2 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -157
3 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -45
4 SPGI S&P Global, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-5
5 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-160
6 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-39
7 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-23
8 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-9
9 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
10 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -25
11 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -33
12 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -54
13 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -17
14 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-12
15 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-25
16 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -81
17 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -18
18 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -21
19 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.14%
$3.01 9,341
20 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.93%
$2.71 6,353
21 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-22
22 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-14
23 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -23
24 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -19
25 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.01 -47
26 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -16
27 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -78
28 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -20
29 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-35
30 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -91
31 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -25
32 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -31
33 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-10
34 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -10
35 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -59
36 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
7.30%
$10.27 37,757
37 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.98%
$1.38 6,046
38 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.96%
$1.35 10,779
39 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.48%
$0.67 2,490
40 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.84%
$3.99 6,040
41 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.22%
$0.32 5,473
42 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.64%
$0.89 8,490
43 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.78%
$1.10 11,752
44 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.52%
$0.72 11,380
45 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.45%
$0.64 4,166
46 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.41%
$0.58 1,107
47 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.46%
$0.64 4,458
48 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.34%
$0.48 19,449
49 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.20 3,341
50 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.38%
$0.54 21,758
51 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.53%
$0.74 1,285
52 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.41%
$3.39 7,534
53 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.50%
$0.70 8,543
54 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.21%
$0.30 3,038
55 NFLX Netflix, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -49
56 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.83%
$2.57 7,337
57 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -7
58 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.37%
$0.53 12,940
59 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -14
60 BKNG Booking Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
61 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
1.77%
$2.48 22,293
62 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -111
63 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -93
64 INTU Intuit, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
65 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -10
66 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-14
67 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.01 -58
68 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -46
69 BLK Blackrock, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-3
70 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -8
71 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.42%
$0.59 1,681
72 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.43%
$0.61 2,369
73 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.74%
$1.04 4,842
74 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.43%
$0.60 1,842
75 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.39%
$6.18 26,758
76 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.46%
$4.86 14,046
77 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.63%
$0.89 166
78 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.48%
$0.67 627
79 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.51%
$0.72 6,139
80 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.99%
$1.39 2,425
81 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.36%
$0.51 5,481
82 V Visa, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -30
83 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.27%
$0.39 2,911
84 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -36
85 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.37%
$0.52 4,244
86 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.49%
$3.50 11,147
87 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.10%
$4.37 13,946
88 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.68%
$0.95 3,339
89 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.46%
$0.64 3,290
90 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.72%
$1.01 3,823
91 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.53%
$0.74 1,120
92 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.89%
$1.25 2,198
93 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.54%
$0.76 7,951
94 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.10%
$2.96 38,382
95 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.07%
$1.50 18,691