Home   Logon   Mobile Site   Research and Commentary   About Us   Call 1.800.621.1675 or Email Us       Follow First Trust: 

Search by Ticker, Keyword or CUSIP       
 
 
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 $9.9941 $9.7492 08/20/14 $0.2327 $0.2318 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 $10.0131 $9.7677 08/20/14 $0.2046 $0.2038 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 8 08/05/14 08/08/16 $10.3379 $9.9795 08/20/14 $0.5830 $0.5774 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 $9.8900 $9.5493 08/20/14 $0.3397 $0.3364 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 46 07/02/14 07/05/16 $9.9577 $9.6144 08/20/14 $0.4814 $0.4787 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 45 08/20/14 08/20/19 $10.0000 $9.5550 08/20/14 $0.5007 $0.4937 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 $10.0000 $9.6550 08/20/14 $0.0818 $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 $10.0799 $9.7318 08/20/14 $0.6726 $0.6660 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 15 07/30/14 08/01/16 $9.9928 $9.6480 08/20/14 $0.6294 $0.6233 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Discount Opportunity Closed-End, 8 07/21/14 07/21/16 $9.8506 $9.5115 08/20/14 $0.6625 $0.6560 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 16 07/10/14 07/11/16 $9.8104 $9.4729 08/20/14 $0.7978 $0.7928 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 $10.0449 $9.7985 08/20/14 $0.1775 $0.1762 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, August 2014 08/11/14 11/09/15 $10.1106 $9.8624 08/20/14 $0.7006 $0.6989 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 22 08/14/14 08/15/16 $10.0964 $9.7476 08/20/14 $0.1739 $0.1721 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 86 08/05/14 08/08/16 $10.3591 $9.9999 08/20/14 $0.4659 $0.4614 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 23 07/08/14 10/08/15 $9.9156 $9.6730 08/20/14 $0.4984 $0.4964 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 4 06/17/14 06/20/16 $9.9355 $9.5931 08/20/14 $0.3621 $0.3606 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 41 07/14/14 07/14/16 $9.8403 $9.5016 08/20/14 $0.6505 $0.6464 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 57 07/16/14 07/18/16 $9.8775 $9.5325 08/20/14 $0.7373 $0.7309 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 $9.8964 $9.5555 08/20/14 $0.7401 $0.7329 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 31 08/12/14 08/15/16 $10.0911 $9.7425 08/20/14 $0.5888 $0.5826 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.

 
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
Home |  Important Legal Information |  Privacy Policy |  Business Continuity Plan
Copyright © 2014 All rights reserved.