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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, 4th Qtr 2017 10/12/17 01/17/19 $10.0575 $9.9214 11/17/17 $0.2862 $0.2850 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 4th Qtr 2017 10/10/17 01/16/19 $10.1179 $9.9807 11/17/17 $0.2437 $0.2427 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 4th Qtr 2017 10/10/17 01/16/19 $10.1618 $10.0238 11/17/17 $0.2118 $0.2109 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 25 09/25/17 09/25/19 $9.7877 $9.5685 11/17/17 $0.6137 $0.6097 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF Opportunity, 2 10/19/17 01/22/19 $10.0194 $9.8840 11/17/17 $0.3375 $0.3359 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 29 11/07/17 11/07/19 $10.0269 $9.8012 11/17/17 $0.3332 $0.3300 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 2 10/03/17 01/03/19 $10.0619 $9.9258 11/17/17 $0.4709 $0.4690 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 72 10/23/17 10/23/19 $9.9109 $9.6884 11/17/17 $0.4648 $0.4613 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 59 11/13/17 11/14/22 $10.0425 $9.6958 11/17/17 $0.4828 $0.4760 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 35 10/25/17 01/23/19 $10.0553 $9.9193 11/17/17 $0.1124 $0.1119 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 32 07/26/17 07/26/19 $9.5959 $9.3820 11/17/17 $0.6216 $0.6195 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 29 09/22/17 09/23/19 $9.6078 $9.3936 11/17/17 $0.8233 $0.8180 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, October 2017 10/24/17 01/24/19 $9.9721 $9.8376 11/17/17 $0.1533 $0.1524 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 4th Qtr 2017 10/09/17 01/09/19 $9.6798 $9.5507 11/17/17 $0.7014 $0.6985 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 35 10/19/17 10/18/19 $9.9700 $9.7458 11/17/17 $0.2013 $0.1998 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 18 10/02/17 10/02/19 $9.8414 $9.6208 11/17/17 $0.3787 $0.3762 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 2 09/01/17 12/03/18 $9.8860 $9.7531 11/17/17 $0.5152 $0.5140 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 114 10/13/17 10/15/19 $9.6582 $9.4426 11/17/17 $0.5145 $0.5108 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 38 10/27/17 01/28/19 $9.9705 $9.8360 11/17/17 $0.4878 $0.4849 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 12 08/01/17 08/12/19 $10.0478 $9.8215 11/17/17 $0.3170 $0.3159 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 16 10/24/17 10/24/19 $9.8152 $9.5953 11/17/17 $0.3710 $0.3676 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 3 10/27/17 01/28/19 $9.7578 $9.6273 11/17/17 $0.6518 $0.6479 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 70 11/17/17 11/18/19 $10.0000 $9.7750 11/17/17 $0.7179 $0.7109 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 31 09/26/17 09/26/19 $9.6772 $9.4611 11/17/17 $0.7329 $0.7281 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity , 2 09/29/17 12/31/18 $9.8176 $9.6860 11/17/17 $0.6115 $0.6094 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 50 11/08/17 11/08/19 $9.9181 $9.6954 11/17/17 $0.6089 $0.6030 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.
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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