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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, 3rd Qtr 2017 07/13/17 10/18/18 $10.0917 $9.9551 07/21/17 $0.2953 $0.2933 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 3rd Qtr 2017 07/11/17 10/16/18 $10.1105 $9.9735 07/21/17 $0.2500 $0.2483 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 3rd Qtr 2017 07/11/17 10/16/18 $10.1236 $9.9863 07/21/17 $0.2171 $0.2156 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 24 06/27/17 07/02/19 $10.0371 $9.8111 07/21/17 $0.6116 $0.6061 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 27 07/13/17 07/15/19 $10.0501 $9.8237 07/21/17 $0.3537 $0.3503 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 1 07/12/17 10/12/18 $10.0845 $9.9479 07/21/17 $0.4992 $0.4959 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 70 07/12/17 07/12/19 $10.0735 $9.8465 07/21/17 $0.4961 $0.4913 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 57 06/28/17 06/29/22 $10.0937 $9.7450 07/21/17 $0.4749 $0.4686 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 33 06/22/17 01/23/19 $10.1681 $10.0300 07/21/17 $0.1287 $0.1280 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 31 06/23/17 06/25/19 $10.0482 $9.8219 07/21/17 $0.6172 $0.6124 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 28 06/28/17 07/08/19 $10.0631 $9.8364 07/21/17 $0.8378 $0.8302 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 $10.2730 $10.0199 07/21/17 $0.1544 $0.1540 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 3rd Qtr 2017 07/10/17 10/09/18 $10.1209 $9.9836 07/21/17 $0.7172 $0.7129 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 $10.0722 $9.7244 07/21/17 $0.3620 $0.3605 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 1 06/28/17 09/28/18 $10.0532 $9.9173 07/21/17 $0.5173 $0.5142 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 112 07/17/17 07/17/19 $9.9270 $9.7040 07/21/17 $0.5144 $0.5093 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 36 06/26/17 09/26/18 $10.0865 $9.9499 07/21/17 $0.5139 $0.5109 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 $10.2827 $9.9265 07/21/17 $0.3258 $0.3256 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 $10.0697 $9.7219 07/21/17 $0.3639 $0.3623 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 67 07/17/17 07/17/19 $10.0106 $9.7853 07/21/17 $0.6417 $0.6354 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 30 06/28/17 07/01/19 $10.0624 $9.8357 07/21/17 $0.7700 $0.7631 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity , 1 07/03/17 10/03/18 $10.0743 $9.9379 07/21/17 $0.6542 $0.6503 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 48 06/16/17 06/10/19 $10.0785 $9.8514 07/21/17 $0.6286 $0.6250 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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