Form D · Other Investment Fund

FT Vest Total Return Income Fund: Series B1

Milwaukee, WI · CIK 0002052411

Offering snapshot reported May 5, 2026 · SEC filing

Reported sold: $115M
Investors reported: 751
Minimum accepted: $25K
First sale: Apr 25, 2025

Fundraising history

Reported sold

Dates 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 investors630 → 751

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 5, 2026	Amendment	$114,840,500	$0vs May 6, 2025	751	SEC filing
May 6, 2025	Initial	$114,840,500	No comparison	630	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06c
Duration over one year: Yes
Business combination: No

Sales commissions: $370K
Finders' fees: $0
Form D file number: 021-545269

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
First Trust Portfolios L.P.	28519

Source: Form D, filed May 5, 2026. 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
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:

235 West Galena
Milwaukee, WI, 53212