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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 $10.6565 $10.3921 11/26/14 $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 $10.8229 $10.5536 11/26/14 $0.2265 $0.2258 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 10 10/31/14 10/31/16 $10.0906 $9.7421 11/26/14 $0.5830 $0.5785 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 $10.1750 $9.8231 11/26/14 $0.3428 $0.3414 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 48 10/17/14 10/17/16 $10.4098 $10.0487 11/26/14 $0.5074 $0.5053 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 46 11/17/14 11/18/19 $10.0919 $9.6424 11/26/14 $0.5218 $0.5164 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 $10.1806 $9.9303 11/26/14 $0.0834 $0.0830 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 $10.0185 $9.6728 11/26/14 $0.6638 $0.6587 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 $9.9592 $9.6158 11/26/14 $0.6292 $0.6279 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 $9.7211 $9.3871 11/26/14 $0.6752 $0.6723 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 $10.1168 $9.7672 11/26/14 $0.8080 $0.8018 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 $10.1169 $9.8684 11/26/14 $0.1794 $0.1785 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, November 2014 11/10/14 02/09/16 $10.0445 $9.7982 11/26/14 $0.6765 $0.6757 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 23 11/06/14 11/07/16 $10.0939 $9.7452 11/26/14 $0.2081 $0.2065 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 $10.5070 $10.1420 11/26/14 $0.3631 $0.3613 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 89 10/29/14 10/27/16 $10.2548 $9.8997 11/26/14 $0.4734 $0.4705 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 24 09/26/14 12/28/15 $10.1377 $9.8886 11/26/14 $0.5295 $0.5282 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 $10.1550 $9.8039 11/26/14 $0.3490 $0.3463 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 $10.0413 $9.6946 11/26/14 $0.3799 $0.3783 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 44 11/24/14 11/28/16 $10.0174 $9.6717 11/26/14 $0.5892 $0.5817 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 $10.2028 $9.8578 11/26/14 $0.7259 $0.7210 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 $10.5305 $10.1646 11/26/14 $0.7596 $0.7559 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 33 10/10/14 10/11/16 $10.3745 $10.0147 11/26/14 $0.6240 $0.6214 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 $10.4267 $10.0648 11/26/14 $0.6244 $0.6214 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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