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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
60/40 Strategic Allocation, 4th Qtr 2014 10/14/14 01/14/16 $10.5984 $10.3358 12/18/14 $0.2542 $0.2534 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 4th Qtr 2014 10/14/14 01/14/16 $10.7932 $10.5248 12/18/14 $0.2269 $0.2262 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 10 10/31/14 10/31/16 $9.6685 $9.3366 12/18/14 $0.5859 $0.5818 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 49 12/02/14 12/01/16 $9.7789 $9.4426 12/18/14 $0.5106 $0.5056 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 46 11/17/14 11/18/19 $9.7900 $9.3554 12/18/14 $0.5213 $0.5166 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 19 11/14/14 01/21/16 $9.9545 $9.7108 12/18/14 $0.0846 $0.0843 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core 3 Qualified Closed-End Allocation, 8 11/12/14 11/10/16 $9.5472 $9.2200 12/18/14 $0.6597 $0.6551 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 17 12/04/14 12/05/16 $9.8801 $9.5398 12/18/14 $0.6109 $0.6050 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Discount Opportunity Closed-End, 9 09/22/14 09/22/16 $9.2872 $8.9704 12/18/14 $0.6747 $0.6719 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 18 11/17/14 11/17/16 $9.7168 $9.3830 12/18/14 $0.8071 $0.8009 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, November 2014 11/13/14 02/16/16 $9.9897 $9.7450 12/18/14 $0.1776 $0.1768 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, December 2014 12/10/14 03/09/16 $9.9263 $9.6835 12/18/14 $0.7230 $0.7206 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 23 11/06/14 11/07/16 $9.3913 $9.0704 12/18/14 $0.2054 $0.2040 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 6 10/16/14 10/17/16 $10.1162 $9.7666 12/18/14 $0.3614 $0.3599 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 90 12/02/14 12/01/16 $9.8257 $9.4876 12/18/14 $0.4815 $0.4774 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
January Effect Plus, 4 12/05/14 01/27/17 $9.6900 $9.3450 12/18/14 $0.8152 $0.8055 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 25 12/05/14 03/07/16 $9.9607 $9.7168 12/18/14 $0.5323 $0.5290 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 3 10/28/14 10/27/16 $10.1250 $9.7751 12/18/14 $0.3469 $0.3445 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 5 09/11/14 09/12/16 $9.7894 $9.4527 12/18/14 $0.3760 $0.3747 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 45 12/17/14 12/15/16 $10.0214 $9.6755 12/18/14 $0.6479 $0.6410 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 59 10/10/14 10/11/16 $9.8202 $9.4752 12/18/14 $0.7257 $0.7213 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 20 10/15/14 10/13/16 $10.1281 $9.7780 12/18/14 $0.7575 $0.7537 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 34 12/10/14 12/08/16 $10.0054 $9.6601 12/18/14 $0.6037 $0.5974 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 14 10/06/14 10/06/16 $10.0421 $9.6955 12/18/14 $0.6266 $0.6239 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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