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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, 2nd Qtr 2016 04/14/16 07/19/17 $10.0199 $9.7743 05/27/16 $0.2916 $0.2907 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 2nd Qtr 2016 04/12/16 07/17/17 $10.0229 $9.7772 05/27/16 $0.2576 $0.2568 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2016 04/12/16 07/17/17 $10.0208 $9.7752 05/27/16 $0.2317 $0.2310 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 17 05/25/16 05/25/18 $9.9792 $9.6350 05/27/16 $0.6717 $0.6633 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 19 05/12/16 05/11/18 $10.0383 $9.6918 05/27/16 $0.3566 $0.3539 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 59 04/20/16 04/20/18 $9.9446 $9.6018 05/27/16 $0.5190 $0.5168 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 52 04/06/16 04/06/21 $10.1441 $9.6919 05/27/16 $0.5178 $0.5143 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 27 03/16/16 01/24/18 $10.1900 $9.8375 05/27/16 $0.1171 $0.1169 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 23 03/23/16 03/23/18 $10.3692 $10.0096 05/27/16 $0.7068 $0.7038 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 23 03/14/16 03/14/18 $10.4362 $10.0739 05/27/16 $1.0026 $1.0004 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, May 2016 05/10/16 08/10/17 $10.0780 $9.8307 05/27/16 $0.1778 $0.1769 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 2nd Qtr 2016 04/11/16 07/07/17 $10.2335 $9.9816 05/27/16 $0.8316 $0.8289 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 29 04/21/16 04/20/18 $9.8417 $9.5029 05/27/16 $0.2139 $0.2124 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 12 02/11/16 02/12/18 $12.0517 $11.6256 05/27/16 $0.4974 $0.4963 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 103 03/30/16 03/29/18 $10.4781 $10.1142 05/27/16 $0.6156 $0.6126 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Market Strength Equity & Fixed Income Allocation, 3 04/21/16 07/21/17 $10.0052 $9.7600 05/27/16 $0.1985 $0.1977 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 31 05/16/16 08/16/17 $10.0291 $9.7832 05/27/16 $0.5341 $0.5314 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 7 04/28/16 04/27/18 $10.0019 $9.6568 05/27/16 $0.3357 $0.3331 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 10 05/26/16 05/25/18 $10.0008 $9.6558 05/27/16 $0.4078 $0.4027 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 56 04/22/16 04/23/18 $9.9284 $9.5862 05/27/16 $0.7313 $0.7267 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 66 05/25/16 05/25/18 $10.0195 $9.6745 05/27/16 $0.8720 $0.8573 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 26 03/18/16 03/19/18 $10.1972 $9.8444 05/27/16 $0.8643 $0.8625 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 42 05/13/16 05/14/18 $10.0868 $9.7383 05/27/16 $0.6679 $0.6627 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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