FT Vest Rising Dividend Achievers Total Return Fund — Form D/A
FT Vest Rising Dividend Achievers Total Return Fund of MILWAUKEE, WI, a pooled investment fund, filed a Form D amendment with the SEC on 2025-11-26. $49.1M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-11-26
- Form: D/A
- Accession: 0002036648-25-000005
- Industry: Pooled Investment Fund
- Exemptions: 06c
- Amount sold: $49.1M
- Minimum investment: $25K
- Investors: 313
- 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 |
|---|
| Terrance P Gallagher | Director | Milwaukee, WI |
| David G Lee | Director | Milwaukee, WI |
| Robert G Seyferth | Director | New York, NY |
| Gary E Shugrue | Director | Milwaukee, WI |
| Chad S Eisenberg | Executive Officer | Milwaukee, WI |
| Ann S Maurer | Executive Officer | Milwaukee, WI |
| Bernadette P Murphy | Executive Officer | Milwaukee, WI |
| Michael D Peck | Executive Officer | Milwaukee, WI |
| N/A P First Trust Capital Management L.P. | Promoter | Chicago, IL |
| N/A P First Trust Portfolios L.P. | Promoter | Wheaton, IL |
| N/A P Vest Financial, LLC | Promoter | Mclean, VA |
Other filings by this issuer (1)
More