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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 $10.4565 $10.1981 10/31/14 $0.2555 $0.2542 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 $10.5743 $10.3124 10/31/14 $0.2276 $0.2264 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 10 10/31/14 10/31/16 $10.0000 $9.6550 10/31/14 $0.5931 $0.5856 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 11 09/30/14 10/03/16 $10.1038 $9.7547 10/31/14 $0.3431 $0.3405 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 48 10/17/14 10/17/16 $10.3394 $9.9810 10/31/14 $0.5108 $0.5069 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 45 08/20/14 08/20/19 $9.7903 $9.3556 10/31/14 $0.4952 $0.4938 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 18 10/15/14 01/21/16 $10.8069 $10.5381 10/31/14 $0.1101 $0.1098 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core 3 Qualified Closed-End Allocation, 7 08/11/14 08/11/16 $9.7242 $9.3901 10/31/14 $0.6599 $0.6585 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 16 09/12/14 09/12/16 $9.9864 $9.6419 10/31/14 $0.6343 $0.6312 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 $9.8265 $9.4884 10/31/14 $0.6780 $0.6733 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 17 09/16/14 09/19/16 $9.8952 $9.5544 10/31/14 $0.7791 $0.7759 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, August 2014 08/14/14 11/16/15 $9.9355 $9.6924 10/31/14 $0.1780 $0.1778 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, October 2014 10/10/14 01/08/16 $10.2183 $9.9668 10/31/14 $0.7341 $0.7332 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 22 08/14/14 08/15/16 $9.1552 $8.8436 10/31/14 $0.1725 $0.1721 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 $10.4272 $10.0653 10/31/14 $0.3625 $0.3598 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 89 10/29/14 10/27/16 $10.0563 $9.7091 10/31/14 $0.4797 $0.4737 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 24 09/26/14 12/28/15 $10.1363 $9.8873 10/31/14 $0.5319 $0.5296 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 $10.0584 $9.7111 10/31/14 $0.3606 $0.3560 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 $9.9249 $9.5829 10/31/14 $0.3810 $0.3791 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 43 10/22/14 10/20/16 $10.0791 $9.7310 10/31/14 $0.6184 $0.6106 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 $10.2119 $9.8669 10/31/14 $0.7307 $0.7231 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 $10.4974 $10.1327 10/31/14 $0.7648 $0.7589 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 33 10/10/14 10/11/16 $10.3586 $9.9994 10/31/14 $0.6316 $0.6268 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 $10.2134 $9.8600 10/31/14 $0.6264 $0.6216 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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