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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 $10.1210 $9.9837 09/22/17 $0.2889 $0.2882 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 $10.1720 $10.0339 09/22/17 $0.2471 $0.2465 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 $10.2044 $10.0656 09/22/17 $0.2157 $0.2152 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 24 06/27/17 07/02/19 $9.8204 $9.6004 09/22/17 $0.5979 $0.5956 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF Opportunity, 1 07/25/17 10/25/18 $10.2738 $10.1338 09/22/17 $0.3463 $0.3448 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 28 08/31/17 08/30/19 $10.2625 $10.0303 09/22/17 $0.3479 $0.3447 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 1 07/12/17 10/12/18 $10.3987 $10.2563 09/22/17 $0.4846 $0.4835 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 71 08/18/17 08/19/19 $10.4393 $10.2022 09/22/17 $0.4887 $0.4855 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 58 08/30/17 08/30/22 $10.3218 $9.9641 09/22/17 $0.4906 $0.4841 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 34 08/16/17 01/23/19 $10.1540 $10.0162 09/22/17 $0.1184 $0.1180 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 $9.8382 $9.6176 09/22/17 $0.6317 $0.6263 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 $10.0000 $9.7750 09/22/17 $0.8396 $0.8298 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, July 2017 07/27/17 10/29/18 $10.0992 $9.9623 09/22/17 $0.1545 $0.1539 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 $10.1041 $9.9672 09/22/17 $0.7060 $0.7043 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 34 07/27/17 08/05/19 $10.2170 $9.9860 09/22/17 $0.2168 $0.2154 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 17 08/01/17 08/12/19 $9.8977 $9.6755 09/22/17 $0.3769 $0.3747 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 $10.0375 $9.9019 09/22/17 $0.5214 $0.5183 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 113 09/18/17 09/18/19 $9.9749 $9.7506 09/22/17 $0.5309 $0.5257 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 37 09/13/17 12/13/18 $10.0346 $9.8989 09/22/17 $0.4942 $0.4909 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 $9.9938 $9.7689 09/22/17 $0.3201 $0.3173 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 15 07/27/17 08/06/19 $9.8909 $9.6689 09/22/17 $0.3775 $0.3750 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 2 09/20/17 12/20/18 $9.9702 $9.8358 09/22/17 $0.6762 $0.6717 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 68 08/18/17 08/19/19 $10.1687 $9.9391 09/22/17 $0.6421 $0.6384 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 $10.0390 $9.8130 09/22/17 $0.7506 $0.7477 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity , 1 07/03/17 10/03/18 $10.0583 $9.9222 09/22/17 $0.6449 $0.6434 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 49 08/11/17 08/12/19 $10.2526 $10.0206 09/22/17 $0.6435 $0.6393 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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