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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, 2nd Qtr 2014 04/15/14 07/15/15 $10.0401 $9.7939 04/17/14 $0.2675 $0.2656 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2014 04/15/14 07/15/15 $10.0749 $9.8277 04/17/14 $0.2337 $0.2320 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 5 03/27/14 03/28/16 $10.0982 $9.7493 04/17/14 $0.5933 $0.5875 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 8 02/25/14 02/25/16 $10.2910 $9.9345 04/17/14 $0.3779 $0.3755 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 44 04/14/14 04/14/16 $10.0486 $9.7017 04/17/14 $0.5119 $0.5065 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 43 03/14/14 03/14/19 $10.2591 $9.8013 04/17/14 $0.5288 $0.5237 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 14 02/21/14 01/21/16 $10.1558 $9.8047 04/17/14 $0.1149 $0.1147 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core 3 Qualified Closed-End Allocation, 5 11/15/13 11/16/15 $10.2413 $9.8868 04/17/14 $0.6721 $0.6716 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 13 02/03/14 02/03/16 $10.2321 $9.8780 04/17/14 $0.6358 $0.6331 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Discount Opportunity Closed-End, 5 03/12/14 03/14/16 $9.9426 $9.5999 04/17/14 $0.6733 $0.6686 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 13 01/22/14 01/25/16 $10.1377 $9.7873 04/17/14 $0.7853 $0.7820 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, March 2014 02/27/14 05/27/15 $9.9681 $9.7241 04/17/14 $0.1695 $0.1687 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, April 2014 04/10/14 07/09/15 $9.9822 $9.7377 04/17/14 $0.6933 $0.6910 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 20 02/20/14 02/22/16 $10.2505 $9.8956 04/17/14 $0.1904 $0.1891 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 3 04/01/14 04/04/16 $9.9976 $9.6527 04/17/14 $0.3364 $0.3331 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 82 04/11/14 04/11/16 $10.1329 $9.7826 04/17/14 $0.4805 $0.4755 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End Fund and Energy, 33 03/28/14 03/28/16 $10.2984 $9.9416 04/17/14 $0.4576 $0.4538 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 20 02/24/14 05/26/15 $10.3990 $10.1423 04/17/14 $0.5455 $0.5435 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 3 03/20/14 03/21/16 $9.9709 $9.6271 04/17/14 $0.3546 $0.3519 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 40 04/16/14 04/18/16 $9.9776 $9.6334 04/17/14 $0.6151 $0.6086 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 55 03/10/14 03/10/16 $10.0425 $9.6975 04/17/14 $0.7055 $0.6992 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 17 03/03/14 03/03/16 $10.0247 $9.6787 04/17/14 $0.7086 $0.7037 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 27 03/27/14 03/28/16 $10.0953 $9.7465 04/17/14 $0.5735 $0.5687 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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