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This page contains information on primary unit trusts. For information on trusts that are not shown below, please click on the View Secondary Trusts link or use the Search by Ticker, Keyword or CUSIP box on the upper right hand corner of this page.
Available Primary Equity Portfolios [ View Secondary Trusts ]
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Portfolio Name Initial
Offer
Date
Termination
Date
Offer
Price
Net Asset
Value
Price
Date
Est Net Annual
Income
Subseq Yr Est Net
Income
Fact
Sheet
ProspectusCUSIPS
Aerospace & Defense, 18 09/28/17 09/27/19 $10.1559 $9.9266 11/17/17 $0.0972 $0.0965 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
AI & Robotics Opportunity, 1 10/11/17 01/11/19 $10.2924 $10.1520 11/17/17 $0.0783 $0.0780 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
American Agenda, 3 08/18/17 08/19/19 $10.6908 $10.4468 11/17/17 $0.1917 $0.1910 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Automated Quantitative Analysis, 15 09/13/17 09/13/19 $10.7910 $10.5443 11/17/17 $0.0936 $0.0932 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Banking Opportunity, 27 09/15/17 12/17/18 $10.6314 $10.4847 11/17/17 $0.1725 $0.1720 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Biotechnology, 38 09/22/17 09/23/19 $9.4876 $9.2767 11/17/17 $0.0372 $0.0370 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Brookmont Equity Dividend, 13 10/23/17 01/23/19 $10.0389 $9.9032 11/17/17 $0.1974 $0.1962 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Opportunity, 2 09/15/17 12/17/18 $10.2921 $10.1517 11/17/17 $0.1168 $0.1165 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength, 40 11/01/17 11/01/19 $10.0430 $9.8168 11/17/17 $0.1141 $0.1130 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Cloud Computing, 18 09/11/17 09/11/19 $10.7359 $10.4906 11/17/17 $0.0474 $0.0473 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Content Leaders, 7 11/09/17 02/11/19 $10.0542 $9.9182 11/17/17 $0.1019 $0.1012 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Holdings Growth, Fall 2017 08/25/17 08/25/22 $10.5705 $10.2030 11/17/17 $0.2080 $0.2068 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Corporate Tax Reform, 4 11/15/17 11/15/19 $10.0970 $9.8693 11/17/17 $0.1394 $0.1380 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 63 10/18/17 10/18/19 $9.8152 $9.5953 11/17/17 $0.6916 $0.6867 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Cybersecurity, 9 09/11/17 09/11/19 $10.4082 $10.1720 11/17/17 $0.0318 $0.0316 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Cyclical Strength, 19 09/22/17 09/23/19 $10.4869 $10.2486 11/17/17 $0.1255 $0.1246 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend Opportunity, 2 10/20/17 01/22/19 $9.8745 $9.7418 11/17/17 $0.3353 $0.3337 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend, 17 11/17/17 11/18/19 $10.0000 $9.7750 11/17/17 $0.3488 $0.3454 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Defensive Equity, 42 09/13/17 09/13/19 $9.8690 $9.6476 11/17/17 $0.1269 $0.1263 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified Equity Strategic Allocation, 4th Qtr 2017 10/06/17 01/15/19 $10.2139 $10.0749 11/17/17 $0.1584 $0.1578 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified Income & Growth, Winter 2017 11/06/17 11/14/22 $10.2018 $9.8489 11/17/17 $0.2211 $0.2182 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend & Income Select Closed-End, 61 10/13/17 10/15/19 $9.5773 $9.3639 11/17/17 $0.6849 $0.6800 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Edge, 8 09/18/17 12/18/18 $10.0061 $9.8710 11/17/17 $0.3485 $0.3475 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Growth, 19 09/15/17 09/15/22 $10.2933 $9.9367 11/17/17 $0.2759 $0.2740 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength Opportunity, 2 09/22/17 12/26/18 $10.2922 $10.1518 11/17/17 $0.2258 $0.2249 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength, 38 11/01/17 11/01/19 $10.0628 $9.8361 11/17/17 $0.2210 $0.2190 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dorsey Wright Relative Strength Dividend, 28 09/27/17 12/27/18 $10.2877 $10.1474 11/17/17 $0.2489 $0.2478 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dorsey Wright Relative Strength Top 50, 28 09/25/17 12/26/18 $10.7002 $10.5523 11/17/17 $0.0870 $0.0867 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow Jones Global Titans, 22 07/12/17 07/12/19 $10.4572 $10.2196 11/17/17 $0.2573 $0.2569 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target 10, November 2017 11/10/17 12/07/18 $9.8952 $9.7622 11/17/17 $0.3490 $0.3480 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target 5, 4th Qtr 2017 10/09/17 01/09/19 $9.4718 $9.3466 11/17/17 $0.3474 $0.3459 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target Dividend, 4th Qtr 2017 10/09/17 01/09/19 $10.0160 $9.8807 11/17/17 $0.3457 $0.3443 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
E-Commerce Opportunity, 1 10/11/17 01/11/19 $10.1443 $10.0066 11/17/17 $0.0259 $0.0258 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Election Portfolio, 2016 Series 5 08/07/17 08/07/19 $10.6683 $10.4249 11/17/17 $0.1430 $0.1425 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Emerging Markets Strength, 38 10/25/17 10/25/19 $10.2760 $10.0434 11/17/17 $0.1746 $0.1730 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Energy Select, 65 09/18/17 09/18/19 $10.4608 $10.2232 11/17/17 $0.2061 $0.2051 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Closed-End, 46 09/26/17 09/26/19 $9.6959 $9.4792 11/17/17 $0.7332 $0.7285 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Opportunity, 2 11/06/17 02/07/19 $10.0353 $9.8996 11/17/17 $0.2624 $0.2609 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Select, 55 11/17/17 11/18/19 $10.0000 $9.7750 11/17/17 $0.2691 $0.2664 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income, 57 08/23/17 08/23/22 $10.8035 $10.4268 11/17/17 $0.2675 $0.2659 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ESG Impact Opportunity, 1 11/17/17 02/19/19 $10.0000 $9.8650 11/17/17 $0.1370 $0.1360 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
European Deep Value Dividend, 17 11/15/17 11/15/19 $9.9857 $9.7611 11/17/17 $0.3784 $0.3747 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
European Target High Quality Dividend, 15 10/09/17 01/09/19 $9.6296 $9.5014 11/17/17 $0.2275 $0.2266 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Financials Select, 61 08/30/17 08/30/19 $10.7446 $10.4992 11/17/17 $0.1974 $0.1966 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
First Trust® ETF Allocation, 22 10/12/17 10/11/19 $10.0608 $9.8342 11/17/17 $0.0700 $0.0695 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Commodities, 32 07/10/17 07/10/19 $11.0911 $10.8361 11/17/17 $0.2622 $0.2618 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Deep Value Dividend, 16 09/28/17 12/28/18 $9.8416 $9.7095 11/17/17 $0.3079 $0.3066 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Dividend, 52 08/28/17 08/28/19 $10.5959 $10.3545 11/17/17 $0.3194 $0.3181 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Equity Income Closed-End, 57 11/17/17 11/18/19 $10.0000 $9.7750 11/17/17 $0.7663 $0.7589 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Target 15, 4th Qtr 2017 10/09/17 01/09/19 $9.6057 $9.4780 11/17/17 $0.4042 $0.4025 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Health Care Opportunity, 2 10/26/17 01/28/19 $9.8771 $9.7444 11/17/17 $0.0888 $0.0883 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Health Care Select, 47 09/01/17 09/03/19 $10.0995 $9.8717 11/17/17 $0.0929 $0.0925 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity Allocation, 25 09/20/17 09/20/19 $10.0018 $9.7768 11/17/17 $0.3231 $0.3217 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity Opportunity, 2 10/25/17 01/25/19 $9.8852 $9.7523 11/17/17 $0.3232 $0.3213 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity, 34 11/13/17 11/13/19 $10.0667 $9.8399 11/17/17 $0.3238 $0.3206 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Homebuilders Recovery Select, 17 10/18/17 10/18/19 $10.6466 $10.4038 11/17/17 $0.0404 $0.0401 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Dividend Equity Allocation (IDEA), 14 10/20/17 10/21/19 $10.0297 $9.8039 11/17/17 $0.1925 $0.1911 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Innovative Technology, 16 09/29/17 09/30/19 $10.5863 $10.3452 11/17/17 $0.0347 $0.0344 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
International Capital Strength Opportunity, 2 09/27/17 12/27/18 $10.2965 $10.1560 11/17/17 $0.1448 $0.1442 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
International Capital Strength, 36 11/15/17 11/15/19 $10.1354 $9.9067 11/17/17 $0.1573 $0.1558 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
International High Dividend Equity, 31 09/28/17 09/27/19 $9.7943 $9.5750 11/17/17 $0.3405 $0.3383 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Low Volatility, 9 09/28/17 12/28/18 $10.2018 $10.0630 11/17/17 $0.2224 $0.2215 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Market Strength Allocation Opportunity, 2 10/03/17 01/03/19 $10.1276 $9.9903 11/17/17 $0.1343 $0.1338 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Market Strength Allocation Select, 29 11/01/17 11/01/19 $10.1141 $9.8859 11/17/17 $0.1322 $0.1310 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Mega-Cap, 46 09/29/17 09/30/19 $10.2020 $9.9714 11/17/17 $0.1781 $0.1769 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End Fund and Energy, 57 10/17/17 10/17/19 $9.1687 $8.9666 11/17/17 $0.6996 $0.6946 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End, 18 10/27/17 10/28/19 $9.3544 $9.1471 11/17/17 $0.9864 $0.9774 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Nasdaq Factor Dogs Opportunity, 1 11/15/17 02/15/19 $10.1468 $10.0091 11/17/17 $0.1979 $0.1965 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Nasdaq® Dividend Achievers 25, 10 07/12/17 07/12/19 $10.7754 $10.5291 11/17/17 $0.2696 $0.2692 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Precious Metals Select, 41 10/13/17 10/15/19 $9.6308 $9.4159 11/17/17 $0.0345 $0.0343 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Preferred Income Opportunity, 7 10/31/17 01/31/19 $10.0334 $9.8978 11/17/17 $0.4703 $0.4675 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Preferred Income, 92 10/31/17 10/31/19 $10.0297 $9.8038 11/17/17 $0.4673 $0.4631 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
REIT Growth & Income Select, 43 09/20/17 09/20/19 $10.0521 $9.8257 11/17/17 $0.3753 $0.3736 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Global Dividend Kings®, 24 10/11/17 10/11/19 $9.7565 $9.5382 11/17/17 $0.4020 $0.3993 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Quality Income, 27 10/26/17 01/28/19 $9.9944 $9.8595 11/17/17 $0.2846 $0.2828 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Tactical Series, American Industrial Renaissance®, 2017-3 07/12/17 07/12/19 $10.6265 $10.3843 11/17/17 $0.1234 $0.1232 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Target 25, 4th Qtr 2017 10/09/17 01/09/19 $10.0308 $9.8953 11/17/17 $0.2420 $0.2410 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Target 24, 4th Qtr 2017 10/09/17 01/09/19 $10.2945 $10.1540 11/17/17 $0.1333 $0.1327 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Target SMid 60, 4th Qtr 2017 10/09/17 01/09/19 $9.9078 $9.7745 11/17/17 $0.1465 $0.1459 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Baker's Dozen, October 2017 10/20/17 11/20/18 $10.0751 $9.9387 11/17/17 $0.0749 $0.0747 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Defensive Equity, 13 09/08/17 12/10/18 $11.1123 $10.9567 11/17/17 $0.1604 $0.1600 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Dividend, 21 11/08/17 11/08/19 $10.0291 $9.8033 11/17/17 $0.3468 $0.3432 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Rising Rate, 6 08/25/17 08/26/19 $11.7916 $11.5174 11/17/17 $0.0798 $0.0793 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Small Cap Growth, 16 10/13/17 01/14/19 $9.8018 $9.6705 11/17/17 $0.0744 $0.0740 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Select DSIP, 4th Qtr 2017 10/17/17 01/11/19 $10.3023 $10.1617 11/17/17 $0.2133 $0.2123 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
SMid Capital Strength Opportunity, 2 09/27/17 12/27/18 $10.4931 $10.3490 11/17/17 $0.0693 $0.0690 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
SMid Capital Strength, 36 11/15/17 11/15/19 $10.0873 $9.8599 11/17/17 $0.0641 $0.0635 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
SMid High Dividend, 27 08/28/17 08/28/19 $10.4675 $10.2296 11/17/17 $0.2898 $0.2886 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Stonebridge Preferred Income, 15 10/18/17 10/18/19 $9.9668 $9.7427 11/17/17 $0.5370 $0.5332 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Dividend Select, 30 09/25/17 09/25/19 $9.9336 $9.7104 11/17/17 $0.4092 $0.4066 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic International Opportunity, 2 10/11/17 01/11/19 $9.8415 $9.7095 11/17/17 $0.1876 $0.1869 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Alpha, 14 09/27/17 12/27/18 $10.3603 $10.2186 11/17/17 $0.1442 $0.1436 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Diversified Dividend, 4th Qtr 2017 10/09/17 01/09/19 $9.6263 $9.4982 11/17/17 $0.3504 $0.3490 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Diversified Global Allocation, 25 10/09/17 01/09/19 $10.1179 $9.9807 11/17/17 $0.2973 $0.2960 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Dividend Blend, 15 10/09/17 01/09/19 $10.0150 $9.8797 11/17/17 $0.3962 $0.3947 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Double Play, 4th Qtr 2017 10/09/17 01/09/19 $10.2727 $10.1327 11/17/17 $0.2125 $0.2116 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Focus Four, 4th Qtr 2017 10/09/17 01/09/19 $10.1431 $10.0055 11/17/17 $0.1983 $0.1974 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Global Dividend Leaders, 4th Qtr 2017 10/09/17 01/09/19 $9.8206 $9.6890 11/17/17 $0.5022 $0.5002 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Growth, 4th Qtr 2017 10/09/17 01/09/19 $10.3733 $10.2314 11/17/17 $0.0183 $0.0183 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target High Quality Dividend, 20 10/09/17 01/09/19 $10.2028 $10.0640 11/17/17 $0.2906 $0.2895 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Triad, 4th Qtr 2017 10/09/17 01/09/19 $10.1169 $9.9798 11/17/17 $0.1419 $0.1413 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target VIP, 4th Qtr 2017 10/09/17 01/09/19 $10.1485 $10.0108 11/17/17 $0.1474 $0.1468 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Dividend, 23 09/01/17 09/03/19 $11.1612 $10.9043 11/17/17 $0.1809 $0.1803 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Opportunity, 2 10/23/17 01/23/19 $10.4160 $10.2733 11/17/17 $0.0656 $0.0653 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Select, 67 11/13/17 11/13/19 $10.1223 $9.8940 11/17/17 $0.0622 $0.0616 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Energy Independence, 16 06/28/17 07/08/19 $10.6304 $10.3881 11/17/17 $0.1337 $0.1335 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End Portfolio, 25 08/07/17 08/07/19 $9.7577 $9.5393 11/17/17 $0.7189 $0.7165 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Infrastructure, 12 09/18/17 09/18/19 $10.2376 $10.0060 11/17/17 $0.0871 $0.0867 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Revenue, 10 07/10/17 07/10/19 $10.5538 $10.3135 11/17/17 $0.1438 $0.1436 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Utilities Select, 44 08/30/17 08/30/19 $10.1991 $9.9686 11/17/17 $0.2584 $0.2574 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Value Line Target Safety 30, 1 11/17/17 02/19/19 $10.0000 $9.8650 11/17/17 $0.2729 $0.2710 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Value Line® Target 25, 4th Qtr 2017 10/09/17 01/09/19 $10.5069 $10.3625 11/17/17 $0.0844 $0.0841 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Water Utility & Infrastructure Select, 47 09/22/17 09/23/19 $10.2390 $10.0075 11/17/17 $0.0892 $0.0886 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

As a result of several factors which may include changing interest rates, refundings, and sales or defaults on the underlying securities, there is no guarantee that distributions will either remain at current levels or increase over time. Estimated current return is determined by dividing a Trusts estimated net annual interest income per unit by the public offering price per unit. Estimated long-term return is a measure of the estimated return over the estimated life of a Trust. Unlike estimated current return, estimated long-term return reflects maturities, estimated principal prepayments, Trust charges and expenses, and discounts and premiums of securities in a Trust. Returns and prices will fluctuate. Consult a prospectus for a more complete description of the estimated net income, estimated current return and estimated long-term return calculations.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state to any person to whom it is not lawful to make such an offer. Sales of any of these securities must include prospectus delivery and the services of a retail broker/dealer duly licensed in the appropriate states.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. First Trust has no knowledge of and has not been provided any information regarding any investor. Financial advisors must determine whether particular investments are appropriate for their clients. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients.
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