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FT Vest Total Return Income Fund: Series B3

CIK: 0002069248 Fixed Income
Report date: 2026-02-27
AUM $116M
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

97 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 HON Honeywell International Inc Since 2026-05-10 438516106 Equity (Common)
0.45%
$0.53 2,715
2 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.49%
$0.57 867
3 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.73%
$0.84 1,492
4 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
1.75%
$2.04 6,329
5 LIN Linde PLC Since 2026-05-10 G54950103 Equity (Common)
1.92%
$2.23 5,242
6 MDT Medtronic PLC Since 2026-05-10 G5960L103 Equity (Common)
0.45%
$0.52 5,397
7 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
2.83%
$3.29 4,984
8 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.63%
$0.74 2,584
9 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
1.06%
$1.24 15,422
10 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.78%
$0.91 9,696
11 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.51%
$0.60 9,389
12 NOW ServiceNow Inc Since 2026-05-10 81762P102 Equity (Common)
0.42%
$0.49 3,224
13 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
0.45%
$0.53 3,678
14 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.28%
$0.33 13,201
15 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
1.08%
$1.26 7,100
16 PYPL PayPal Holdings Inc Since 2026-05-10 70450Y103 Equity (Common)
0.14%
$0.16 2,756
17 T AT&T, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -74
18 META Meta Platforms, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -21
19 TSLA Tesla, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -26
20 AMAT Applied Materials, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-8
21 CAT Caterpillar, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -8
22 AVGO Broadcom, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -45
23 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
6.82%
$7.95 29,224
24 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.81%
$0.94 4,104
25 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.69%
$0.80 3,748
26 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.35%
$0.41 1,250
27 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.38%
$5.10 22,077
28 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
3.23%
$3.76 10,872
29 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
0.63%
$0.73 137
30 BLK Blackrock Inc Since 2026-05-10 09290D101 Equity (Common)
0.39%
$0.46 425
31 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.42%
$0.48 4,160
32 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.98%
$1.15 2,001
33 COP ConocoPhillips Since 2026-05-10 20825C104 Equity (Common)
0.36%
$0.42 4,522
34 NOW ServiceNow, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -13
35 EMR Emerson Electric Co. Since 2026-05-10 999999999 Derivative
-0.00%
-10
36 BLK Blackrock, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-2
37 AMGN Amgen, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
38 V Visa, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-21
39 UBER Uber Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -29
40 MRK Merck & Co., Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-24
41 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.67%
$0.78 2,959
42 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
2.10%
$2.44 31,668
43 VZ Verizon Communications, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -44
44 C Citigroup, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-17
45 PFE Pfizer, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-55
46 GILD Gilead Sciences, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -12
47 USB U.S. Bancorp Since 2026-05-10 999999999 Derivative
-0.00%
-15
48 PYPL PayPal Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-11
49 PM Philip Morris International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -17
50 CRM Salesforce, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -12
51 NEE NextEra Energy, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -64
52 MDT Medtronic PLC Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -22
53 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.79%
$0.92 7,317
54 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.44%
$0.52 1,927
55 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.39%
$0.46 1,301
56 AMAT Applied Materials Inc Since 2026-05-10 038222105 Equity (Common)
0.40%
$0.47 1,834
57 HON Honeywell International, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-11
58 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.01 -48
59 GOOG Alphabet, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -38
60 AMD Advanced Micro Devices, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -15
61 NFLX Netflix, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -40
62 ADBE Adobe, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -5
63 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
0.21%
$0.25 2,507
64 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.50%
$1.74 4,972
65 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.37%
$0.43 10,677
66 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
0.99%
$1.15 10,350
67 MU Micron Technology, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -11
68 BKNG Booking Holdings, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-1
69 AMZN Amazon.com, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -91
70 WMT Walmart, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -43
71 INTU Intuit, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
72 PLTR Palantir Technologies, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-29
73 ACN Accenture PLC Since 2026-05-10 999999999 Derivative
-0.00%
-8
74 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.30%
$0.35 2,881
75 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
2.48%
$2.89 9,197
76 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.09%
$3.60 11,507
77 MO Altria Group Inc Since 2026-05-10 02209S103 Equity (Common)
0.22%
$0.26 4,516
78 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.52%
$0.61 5,763
79 EMR Emerson Electric Co Since 2026-05-10 291011104 Equity (Common)
0.27%
$0.32 2,402
80 SPGI S&P Global Inc Since 2026-05-10 78409V104 Equity (Common)
0.41%
$0.48 913
81 T AT&T Inc Since 2026-05-10 00206R102 Equity (Common)
0.38%
$0.45 17,952
82 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
0.43%
$0.51 872
83 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
2.40%
$2.79 6,216
84 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.49%
$0.58 7,049
85 COP ConocoPhillips Since 2026-05-10 999999999 Derivative
-0.00%
$-0.01 -19
86 PEP PepsiCo, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -15
87 NKE NIKE, Inc. Since 2026-05-10 999999999 Derivative
-0.01%
$-0.01 -39
88 UPS United Parcel Service, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-10
89 AAPL Apple, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -121
90 ABT Abbott Laboratories Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -30
91 SPGI S&P Global, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-4
92 CSCO Cisco Systems, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-131
93 JPM JPMorgan Chase & Co. Since 2026-05-10 999999999 Derivative
-0.00%
-26
94 MO Altria Group, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-19
95 ISRG Intuitive Surgical, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
-6
96 TMO Thermo Fisher Scientific, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -4
97 ABBV AbbVie, Inc. Since 2026-05-10 999999999 Derivative
-0.00%
$-0.00 -17