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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 Hybrid Portfolios [ View Secondary Trusts ]
Click on any of the underlined column headings to sort the results by that column. Clicking the heading toggles between ascending and descending order.
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
40/60 Strategic Allocation, 2nd Qtr 2016 04/14/16 07/19/17 $10.0837 $9.8362 06/29/16 $0.2883 $0.2879 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 2nd Qtr 2016 04/12/16 07/17/17 $10.0599 $9.8131 06/29/16 $0.2561 $0.2558 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2016 04/12/16 07/17/17 $10.0372 $9.7911 06/29/16 $0.2316 $0.2313 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 17 05/25/16 05/25/18 $10.2817 $9.9256 06/29/16 $0.6549 $0.6503 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 19 05/12/16 05/11/18 $10.1453 $9.7946 06/29/16 $0.3553 $0.3538 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 60 06/13/16 06/13/18 $9.9894 $9.6449 06/29/16 $0.5023 $0.4984 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 53 06/29/16 06/29/21 $10.0000 $9.5550 06/29/16 $0.5261 $0.5171 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 24 06/20/16 06/20/18 $10.0098 $9.6645 06/29/16 $0.6584 $0.6533 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 24 06/10/16 06/11/18 $9.9249 $9.5829 06/29/16 $0.8168 $0.8106 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, May 2016 05/10/16 08/10/17 $9.8949 $9.6530 06/29/16 $0.1784 $0.1779 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 2nd Qtr 2016 04/11/16 07/07/17 $10.2639 $10.0111 06/29/16 $0.8230 $0.8219 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 29 04/21/16 04/20/18 $10.1967 $9.8439 06/29/16 $0.2147 $0.2138 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 12 02/11/16 02/12/18 $12.1433 $11.7136 06/29/16 $0.4938 $0.4934 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 104 06/24/16 06/25/18 $10.0969 $9.7481 06/29/16 $0.5565 $0.5495 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Market Strength Equity & Fixed Income Allocation, 3 04/21/16 07/21/17 $9.8262 $9.5863 06/29/16 $0.1980 $0.1975 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 31 05/16/16 08/16/17 $10.0110 $9.7657 06/29/16 $0.5248 $0.5235 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 7 04/28/16 04/27/18 $10.0748 $9.7268 06/29/16 $0.3331 $0.3315 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 10 05/26/16 05/25/18 $9.8935 $9.5527 06/29/16 $0.4034 $0.4006 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 57 06/01/16 06/01/18 $9.9561 $9.6128 06/29/16 $0.6524 $0.6483 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 66 05/25/16 05/25/18 $10.1233 $9.7783 06/29/16 $0.8499 $0.8417 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 27 06/17/16 06/18/18 $10.0018 $9.6567 06/29/16 $0.8240 $0.8177 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 42 05/13/16 05/14/18 $10.1981 $9.8453 06/29/16 $0.6642 $0.6610 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.

 
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