Form D · Other Investment Fund

FT Vest Hedged Equity Income Fund: Series B3

Milwaukee, WI · CIK 0002069247

Offering snapshot reported Oct 31, 2025 · SEC filing

Reported sold
$14.8M
Indefinite offering
Investors reported
99
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 24, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 31, 2025Initial$14,802,000No comparison99SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$59.2K (estimated)
Finders' fees
$0
Form D file number
021-562689

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
First Trust Portfolios L.P.28519

Source: Form D, filed Oct 31, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Chad S Eisenberg Executive
N/A P First Trust Capital Management L.P. Promoter
N/A P First Trust Portfolios L.P. Promoter
Terrance P Gallagher Director
David G Lee Director
Ann P Maurer Executive
Bernadette Murphy Executive
Michael D Peck Executive
Robert P Seyferth Director
Gary E Shugrue Director
N/A P Vest Financial, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
235 West Galena Street
Milwaukee, WI, 53212