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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, 1st Qtr 2015 01/13/15 04/15/16 $10.1367 $9.8877 01/29/15 $0.2512 $0.2500 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 1st Qtr 2015 01/13/15 04/15/16 $10.1601 $9.9104 01/29/15 $0.2185 $0.2174 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 11 01/28/15 01/26/17 $10.0200 $9.6742 01/29/15 $0.6290 $0.6211 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 12 12/18/14 12/19/16 $9.8656 $9.5259 01/29/15 $0.3532 $0.3515 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 50 01/12/15 01/12/17 $10.0164 $9.6708 01/29/15 $0.5338 $0.5297 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 47 01/05/15 01/06/20 $10.0523 $9.6047 01/29/15 $0.5365 $0.5310 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 20 01/15/15 01/26/17 $10.3329 $9.9747 01/29/15 $0.1042 $0.1034 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 $9.5474 $9.2203 01/29/15 $0.6599 $0.6571 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 18 01/16/15 01/17/17 $10.0147 $9.6691 01/29/15 $0.6509 $0.6459 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 $9.3461 $9.0269 01/29/15 $0.6714 $0.6705 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 $9.7798 $9.4435 01/29/15 $0.8014 $0.7997 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 $9.9457 $9.7023 01/29/15 $0.1816 $0.1812 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, January 2015 01/12/15 04/08/16 $9.9781 $9.7337 01/29/15 $0.7169 $0.7160 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 23 11/06/14 11/07/16 $9.3964 $9.0753 01/29/15 $0.2032 $0.2027 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 7 01/06/15 01/05/17 $9.9550 $9.6118 01/29/15 $0.3736 $0.3708 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 92 01/23/15 01/23/17 $9.8783 $9.5381 01/29/15 $0.4749 $0.4689 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 25 12/05/14 03/07/16 $9.9680 $9.7239 01/29/15 $0.5192 $0.5175 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 $10.0924 $9.7438 01/29/15 $0.3474 $0.3467 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 $9.5306 $9.2041 01/29/15 $0.3773 $0.3770 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 45 12/17/14 12/15/16 $9.9116 $9.5700 01/29/15 $0.6234 $0.6203 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 60 01/07/15 01/05/17 $10.1419 $9.7969 01/29/15 $0.7553 $0.7475 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 21 01/07/15 01/05/17 $10.0481 $9.7012 01/29/15 $0.7481 $0.7424 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 34 12/10/14 12/08/16 $10.1488 $9.7979 01/29/15 $0.6010 $0.5984 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 15 01/12/15 01/12/17 $10.0025 $9.6574 01/29/15 $0.6081 $0.6035 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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