Investor · Wheaton, IL
P. First Trust Portfolios L.P
Open P. in the network graph →Filings
21
SEC Form D
Connections
18
co-filers
Capital
$946.6M
across filings
Active
Aug 2024
to Feb 2026
Most-connected co-filers (18)
P. First Trust Capital Management L.P · Chicago, IL21 sharedTerrance P. Gallagher · Milwaukee, WI21 sharedAnn S. Maurer · Milwaukee, WI21 sharedGary E. Shugrue · Milwaukee, WI21 sharedDavid G. Lee · Milwaukee, WI21 sharedRobert G. Seyferth · Milwaukee, WI21 sharedChad Eisenberg · Chicago, IL21 sharedMichael Peck · Chicago, IL21 sharedP. Vest Financial, Llc · Mclean, VA21 sharedP. Vest Financial, Llc · Mclean, VA18 sharedP. First Trust Portfolios L.P · Wheaton, IL18 sharedP. Vest Financial, Llc · Mclean, VA18 sharedP. First Trust Capital Management L.P · Chicago, IL18 sharedJohn Khoury · New York, NY7 sharedBernadette P. Murphy · Milwaukee, WI5 sharedR. Falk · Chicago, IL3 sharedP. Vest Financial, Llc · McLean, VA3 sharedA. Young · Wheaton, IL3 shared
Recent filings (21)
FT Vest Total Return Income Fund: Series A4Feb 2026 · 10 co-filersFT Vest Hedged Equity Income Fund: Series A4Feb 2026 · 10 co-filersFT Vest Total Return Income Fund: Series B4Jan 2026 · 10 co-filersFT Vest Rising Dividend Achievers Total Return FundNov 2025 · 15 co-filersFT Vest Hedged Equity Income Fund: Series B3Oct 2025 · 16 co-filersFT Vest Total Return Income Fund: Series B3Oct 2025 · 16 co-filersFT Vest Total Return Income Fund: Series A3Oct 2025 · 16 co-filersFT Vest Hedged Equity Income Fund: Series A3Oct 2025 · 16 co-filersFT Vest Total Return Income Fund: Series A2Aug 2025 · 13 co-filersFT Vest Hedged Equity Income Fund: Series A2Aug 2025 · 13 co-filersFT Vest Hedged Equity Income Fund: Series B2Aug 2025 · 13 co-filersFT Vest Total Return Income Fund: Series B2Aug 2025 · 14 co-filersFT Vest Total Return Income Fund: Series B1May 2025 · 13 co-filersFT Vest Hedged Equity Income Fund: Series B1May 2025 · 13 co-filersFT Vest Total Return Income Fund: Series A4Feb 2025 · 13 co-filersFT Vest Hedged Equity Income Fund: Series A4Feb 2025 · 13 co-filersFT Vest Rising Dividend Achievers Total Return FundNov 2024 · 17 co-filersFT Vest Hedged Equity Income Fund: Series A3Oct 2024 · 17 co-filersFT Vest Total Return Income Fund: Series A3Oct 2024 · 17 co-filersFT Vest Total Return Income Fund: Series A2Aug 2024 · 13 co-filersFT Vest Hedged Equity Income Fund: Series A2Aug 2024 · 13 co-filers
Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See P. in the interactive graph →