# FT Vest Rising Dividend Achievers Total Return Fund — Form D

FT Vest Rising Dividend Achievers Total Return Fund of MILWAUKEE, WI, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-11-27. $31.5M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-11-27
- Form: D
- Accession: 0002036648-24-000002
- Industry: Pooled Investment Fund
- Exemptions: 06c
- Amount sold: $31.5M
- Minimum investment: $25K
- Investors: 214
- Date of first sale: 2024-11-22
- Security types: equity, fund interests
- SEC file number: 021-530652

## Issuer

- Name: FT Vest Rising Dividend Achievers Total Return Fund
- CIK: 0002036648
- Entity type: Business Trust
- Jurisdiction: DELAWARE
- Incorporated: 2024
- Address: 235 WEST GALENA STREET, 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)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-11-26](https://search.stillhousedata.com/formd/0002036648-25-000005) | D/A | — | $49.1M |

## More

- [CIK 2036648 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2036648&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002036648-24-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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