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SEC Form D · filed October 31, 2025

FT Vest Total Return Income Fund: Series B3

Offering
—
Sold
$119.1M
Exemption
Rule 506(c)
Industry
Pooled Investment Fund
Location
MILWAUKEE, WI
Type
Pooled fund

Rule 506(c): private placement that may advertise publicly; all investors must be verified accredited.

People & firms on this filing (17)

Bernadette P. Murphy · Milwaukee, WIExecTerrance P. Gallagher · Milwaukee, WIDirectorChad S. Eisenberg · Milwaukee, WIExecAnn S. Maurer · Milwaukee, WIExecMichael D. Peck · Milwaukee, WIExecGary E. Shugrue · Milwaukee, WIDirectorDavid G. Lee · Milwaukee, WIDirectorRobert G. Seyferth · Milwaukee, WIDirectorP. First Trust Capital Management L.P · Chicago, ILPromoterP. Vest Financial, Llc · Mclean, VAPromoterBernadette P. Murphy · Milwaukee, WIExecP. First Trust Portfolios L.P · Wheaton, ILPromoterP. Vest Financial, Llc · Mclean, VAPromoterJohn Khoury · New York, NYExecP. First Trust Portfolios L.P · Wheaton, ILPromoterP. First Trust Capital Management L.P · Chicago, ILPromoterP. Vest Financial, Llc · Mclean, VAPromoter

Public SEC Form D (Reg D) filing. · View issuer on SEC EDGAR ↗