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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 2017 04/13/17 07/19/18 $10.2128 $9.9615 06/21/17 $0.2940 $0.2932 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 2nd Qtr 2017 04/11/17 07/17/18 $10.2396 $9.9876 06/21/17 $0.2525 $0.2519 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2017 04/11/17 07/17/18 $10.2804 $10.0272 06/21/17 $0.2215 $0.2210 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 23 05/24/17 05/24/19 $9.7982 $9.4612 06/21/17 $0.6105 $0.6054 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 26 05/23/17 05/23/19 $10.0595 $9.7122 06/21/17 $0.3415 $0.3387 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 69 06/13/17 06/04/19 $9.9330 $9.7099 06/21/17 $0.4787 $0.4744 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 56 04/05/17 04/05/22 $10.1795 $9.7256 06/21/17 $0.4896 $0.4866 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 30 05/19/17 05/20/19 $9.9678 $9.6241 06/21/17 $0.6254 $0.6219 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 27 03/13/17 03/13/19 $10.3648 $10.0054 06/21/17 $0.8712 $0.8694 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow 30 Buy-Write, 1 04/20/17 01/23/19 $10.1847 $9.8324 06/21/17 $0.2294 $0.2282 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, April 2017 04/25/17 07/25/18 $10.0954 $9.8476 06/21/17 $0.1566 $0.1560 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 2nd Qtr 2017 04/10/17 07/09/18 $10.0745 $9.8273 06/21/17 $0.7568 $0.7549 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 33 04/18/17 04/18/19 $9.4768 $9.1524 06/21/17 $0.2044 $0.2034 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 16 04/25/17 04/25/19 $9.8512 $9.5121 06/21/17 $0.3639 $0.3616 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 111 06/15/17 06/06/19 $9.8594 $9.6382 06/21/17 $0.5282 $0.5234 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 35 03/27/17 06/27/18 $9.9974 $9.7525 06/21/17 $0.5178 $0.5165 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 11 03/07/17 03/07/19 $10.1973 $9.8445 06/21/17 $0.3287 $0.3278 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 14 04/27/17 04/26/19 $9.9781 $9.6339 06/21/17 $0.3662 $0.3639 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 66 06/13/17 06/04/19 $9.9411 $9.7177 06/21/17 $0.6625 $0.6560 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 69 02/03/17 02/04/19 $10.2019 $9.8489 06/21/17 $0.7561 $0.7553 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 29 12/06/16 12/06/18 $10.7289 $10.3552 06/21/17 $0.7713 $0.7713 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 48 06/16/17 06/10/19 $9.9005 $9.6782 06/21/17 $0.6392 $0.6334 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.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. First Trust has no knowledge of and has not been provided any information regarding any investor. Financial advisors must determine whether particular investments are appropriate for their clients. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients.
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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