FT Vest Hedged Equity Income Fund: Series A3 — Form D
FT Vest Hedged Equity Income Fund: Series A3 of MILWAUKEE, WI, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-10-18. $14.4M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2024-10-18
- Form: D
- Accession: 0002025933-24-000001
- Industry: Pooled Investment Fund
- Exemptions: 06c
- Amount sold: $14.4M
- Minimum investment: $25K
- Investors: 113
- Date of first sale: 2024-10-11
- Security types: equity, fund interests
- SEC file number: 021-527237
Issuer
- Name: FT Vest Hedged Equity Income Fund: Series A3
- CIK: 0002025933
- Entity type: Business Trust
- Jurisdiction: DELAWARE
- Incorporated: 2024
- Address: 235 WEST GALENA, MILWAUKEE, WI, 53212
- Phone: 414-299-2270
Officers, directors & promoters (11)
| Name | Role | Location |
|---|
| David G Lee | Director | Milwaukee, WI |
| Michael D Peck | Executive Officer | Milwaukee, WI |
| Bernadette P Murphy | Executive Officer | Milwaukee, WI |
| Chad S Eisenberg | Executive Officer | Milwaukee, WI |
| Gary E Shugrue | Director | Milwaukee, WI |
| Ann S Maurer | Executive Officer | Milwaukee, WI |
| N/A P First Trust Portfolios L.P. | Promoter | Wheaton, IL |
| N/A P Vest Financial, LLC | Promoter | Mclean, VA |
| Terrance P Gallagher | Director | Milwaukee, WI |
| N/A P First Trust Capital Management L.P. | Promoter | Chicago, IL |
| Robert G Seyferth | Director | New York, NY |
Other filings by this issuer (1)
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