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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, 4th Qtr 2014 10/14/14 01/14/16 $10.5917 $10.3292 11/21/14 $0.2546 $0.2535 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 4th Qtr 2014 10/14/14 01/14/16 $10.7548 $10.4875 11/21/14 $0.2267 $0.2258 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 10 10/31/14 10/31/16 $10.0456 $9.6988 11/21/14 $0.5844 $0.5787 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 11 09/30/14 10/03/16 $10.1119 $9.7625 11/21/14 $0.3414 $0.3393 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 48 10/17/14 10/17/16 $10.3589 $9.9997 11/21/14 $0.5077 $0.5049 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 46 11/17/14 11/18/19 $10.0564 $9.6086 11/21/14 $0.5239 $0.5165 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 19 11/14/14 01/21/16 $10.1173 $9.8688 11/21/14 $0.0823 $0.0817 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 $9.9967 $9.6518 11/21/14 $0.6659 $0.6589 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 16 09/12/14 09/12/16 $9.8996 $9.5586 11/21/14 $0.6306 $0.6279 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 $9.6837 $9.3512 11/21/14 $0.6768 $0.6726 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 $10.0509 $9.7039 11/21/14 $0.8084 $0.7999 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 $10.0493 $9.8028 11/21/14 $0.1751 $0.1739 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, November 2014 11/10/14 02/09/16 $9.9839 $9.7394 11/21/14 $0.6779 $0.6762 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 23 11/06/14 11/07/16 $10.2240 $9.8701 11/21/14 $0.2085 $0.2065 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 6 10/16/14 10/17/16 $10.5033 $10.1384 11/21/14 $0.3632 $0.3609 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 89 10/29/14 10/27/16 $10.2268 $9.8728 11/21/14 $0.4743 $0.4703 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 24 09/26/14 12/28/15 $10.1212 $9.8727 11/21/14 $0.5294 $0.5277 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 $10.1306 $9.7804 11/21/14 $0.3496 $0.3462 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 $10.0143 $9.6688 11/21/14 $0.3801 $0.3777 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 43 10/22/14 10/20/16 $10.1131 $9.7636 11/21/14 $0.6088 $0.6037 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 59 10/10/14 10/11/16 $10.1493 $9.8043 11/21/14 $0.7271 $0.7208 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 20 10/15/14 10/13/16 $10.4623 $10.0991 11/21/14 $0.7606 $0.7558 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 33 10/10/14 10/11/16 $10.3665 $10.0070 11/21/14 $0.6250 $0.6215 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 14 10/06/14 10/06/16 $10.3326 $9.9744 11/21/14 $0.6247 $0.6207 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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