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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, 3rd Qtr 2014 07/11/14 10/15/15 $9.8926 $9.6508 09/23/14 $0.2326 $0.2324 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 3rd Qtr 2014 07/11/14 10/15/15 $9.9083 $9.6660 09/23/14 $0.2050 $0.2048 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 9 09/19/14 09/19/16 $9.8344 $9.4960 09/23/14 $0.5867 $0.5805 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 10 07/24/14 07/25/16 $9.8166 $9.4789 09/23/14 $0.3395 $0.3381 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 47 08/28/14 08/29/16 $9.8112 $9.4736 09/23/14 $0.4912 $0.4881 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 45 08/20/14 08/20/19 $9.8419 $9.4047 09/23/14 $0.4964 $0.4931 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 17 08/20/14 01/21/16 $9.8597 $9.5202 09/23/14 $0.0812 $0.0811 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 $9.7768 $9.4406 09/23/14 $0.6643 $0.6611 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 $9.8776 $9.5374 09/23/14 $0.6396 $0.6347 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 $9.9835 $9.6391 09/23/14 $0.6824 $0.6738 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 $9.8377 $9.4991 09/23/14 $0.7879 $0.7796 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 $9.8518 $9.6112 09/23/14 $0.1756 $0.1751 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, September 2014 09/10/14 12/09/15 $9.8330 $9.5929 09/23/14 $0.6867 $0.6858 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 22 08/14/14 08/15/16 $9.5428 $9.2158 09/23/14 $0.1758 $0.1749 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 5 08/21/14 08/22/16 $9.7611 $9.4256 09/23/14 $0.3215 $0.3195 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 87 09/05/14 09/06/16 $9.7103 $9.3767 09/23/14 $0.4612 $0.4583 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 23 07/08/14 10/08/15 $9.3952 $9.1680 09/23/14 $0.4981 $0.4975 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 $9.8961 $9.5552 09/23/14 $0.3829 $0.3800 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 42 09/22/14 09/22/16 $9.9666 $9.6229 09/23/14 $0.6468 $0.6386 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 58 09/17/14 09/19/16 $9.8908 $9.5458 09/23/14 $0.7381 $0.7278 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 19 07/21/14 07/21/16 $9.6204 $9.2904 09/23/14 $0.7312 $0.7281 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 32 09/12/14 09/12/16 $9.7794 $9.4431 09/23/14 $0.6003 $0.5957 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 13 07/15/14 07/18/16 $9.6841 $9.3515 09/23/14 $0.5926 $0.5914 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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