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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 2017 04/13/17 07/19/18 $10.1196 $9.8710 04/28/17 $0.2904 $0.2889 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 2nd Qtr 2017 04/11/17 07/17/18 $10.0980 $9.8501 04/28/17 $0.2481 $0.2468 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2017 04/11/17 07/17/18 $10.1090 $9.8608 04/28/17 $0.2177 $0.2166 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 22 02/24/17 02/25/19 $9.8349 $9.4964 04/28/17 $0.5824 $0.5795 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 25 03/28/17 03/28/19 $10.0323 $9.6860 04/28/17 $0.3458 $0.3433 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 67 04/19/17 04/18/19 $10.0915 $9.7429 04/28/17 $0.5033 $0.4980 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 56 04/05/17 04/05/22 $10.1104 $9.6600 04/28/17 $0.4964 $0.4913 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 31 03/15/17 01/23/19 $10.2135 $9.8600 04/28/17 $0.1119 $0.1114 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 29 03/22/17 03/22/19 $10.2018 $9.8488 04/28/17 $0.6662 $0.6620 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 27 03/13/17 03/13/19 $10.3535 $9.9945 04/28/17 $0.8741 $0.8698 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow 30 Buy-Write, 1 04/20/17 01/23/19 $10.1242 $9.7743 04/28/17 $0.2283 $0.2258 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, April 2017 04/25/17 07/25/18 $9.9569 $9.7132 04/28/17 $0.1557 $0.1544 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 2nd Qtr 2017 04/10/17 07/09/18 $10.1435 $9.8942 04/28/17 $0.7635 $0.7596 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 33 04/18/17 04/18/19 $9.9014 $9.5603 04/28/17 $0.1958 $0.1937 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 16 04/25/17 04/25/19 $9.9568 $9.6135 04/28/17 $0.3639 $0.3593 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 109 04/21/17 04/22/19 $10.0708 $9.7230 04/28/17 $0.5225 $0.5159 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 35 03/27/17 06/27/18 $10.1541 $9.9045 04/28/17 $0.5183 $0.5157 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 11 03/07/17 03/07/19 $10.0450 $9.6983 04/28/17 $0.3294 $0.3278 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 14 04/27/17 04/26/19 $9.9713 $9.6274 04/28/17 $0.3719 $0.3672 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 65 04/28/17 04/29/19 $10.0000 $9.6550 04/28/17 $0.6437 $0.6356 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 69 02/03/17 02/04/19 $10.2057 $9.8607 04/28/17 $0.7600 $0.7561 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 29 12/06/16 12/06/18 $10.7564 $10.3815 04/28/17 $0.7749 $0.7743 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 46 03/03/17 03/04/19 $9.9246 $9.5825 04/28/17 $0.6223 $0.6192 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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