Form D · Other Investment Fund
FT Vest Rising Dividend Achievers Total Return Fund
Milwaukee, WI · CIK 0002036648
Offering snapshot reported Nov 26, 2025 · SEC filing
- Reported sold
- $49.1M Indefinite offering
- Investors reported
- 313 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Nov 22, 2024 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$31,511,375 → $49,124,031
- Reported investors214 → 313
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 26, 2025 | Amendment | $49,124,031 | $17,612,656vs Nov 27, 2024 | 313 | SEC filing |
| Nov 27, 2024 | Initial | $31,511,375 | No comparison | 214 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $177K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-530652
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| First Trust Portfolios L.P. | 28519 |
Source: Form D, filed Nov 26, 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.
| Name | Reported role |
|---|---|
| Chad S Eisenberg | Executive |
| N/A First Trust Capital Management L.P. | Promoter |
| N/A First Trust Portfolios L.P. | Promoter |
| Terrance P Gallagher | Director |
| David G Lee | Director |
| Ann Maurer | Executive |
| Bernadette Murphy | Executive |
| Michael D Peck | Executive |
| Robert Seyferth | Director |
| Gary E Shugrue | Director |
| N/A Vest Financial, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Milwaukee, WI, 53212