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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, 3rd Qtr 2015 07/14/15 10/17/16 $9.5458 $9.3142 09/03/15 $0.2574 $0.2566 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation,3rd Qtr 2015 07/14/15 10/17/16 $9.4850 $9.2552 09/03/15 $0.2161 $0.2154 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 13 06/24/15 06/22/17 $9.1321 $8.8214 09/03/15 $0.6257 $0.6231 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 15 07/16/15 07/17/17 $9.4774 $9.1531 09/03/15 $0.3593 $0.3578 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 55 07/20/15 07/20/17 $9.3561 $9.0365 09/03/15 $0.5610 $0.5582 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 49 07/20/15 07/20/20 $9.3417 $8.9293 09/03/15 $0.5479 $0.5442 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 23 07/15/15 01/26/17 $9.2504 $9.0276 09/03/15 $0.1253 $0.1249 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation,21 06/30/15 06/29/17 $9.6021 $9.2728 09/03/15 $0.6410 $0.6370 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Qualified Closed-End Allocation, 10 06/30/15 06/29/17 $9.3148 $8.9969 09/03/15 $0.7532 $0.7484 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 21 06/10/15 06/08/17 $9.1124 $8.8025 09/03/15 $0.8192 $0.8158 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, August 2015 08/18/15 11/21/16 $9.5711 $9.3388 09/03/15 $0.1734 $0.1725 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Equity Buy-Write, 3 08/12/15 01/26/17 $9.4156 $9.1878 09/03/15 $0.0997 $0.0994 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 3rd Qtr 2015 07/10/15 10/07/16 $9.4066 $9.1791 09/03/15 $0.7564 $0.7540 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 26 07/28/15 07/27/17 $9.6303 $9.2999 09/03/15 $0.2350 $0.2334 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 10 08/20/15 08/17/17 $9.8298 $9.4915 09/03/15 $0.4109 $0.4078 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 99 08/10/15 08/10/17 $9.6016 $9.2723 09/03/15 $0.5255 $0.5221 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 28 08/28/15 11/28/16 $9.8431 $9.6027 09/03/15 $0.5559 $0.5513 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 5 06/04/15 06/05/17 $9.6176 $9.2877 09/03/15 $0.3494 $0.3480 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Quality Income Buy-Write, 2 08/19/15 01/26/17 $9.6338 $9.3996 09/03/15 $0.1955 $0.1946 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 7 09/03/15 09/05/17 $10.0000 $9.6550 09/03/15 $0.4063 $0.4020 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 50 07/31/15 07/31/17 $9.4172 $9.0952 09/03/15 $0.6755 $0.6703 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 63 08/31/15 08/31/17 $9.9860 $9.6410 09/03/15 $0.8666 $0.8520 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 23 06/24/15 06/22/17 $9.2575 $8.9419 09/03/15 $0.7907 $0.7874 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 39 08/10/15 08/10/17 $9.4973 $9.1722 09/03/15 $0.6153 $0.6106 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 17 07/01/15 06/29/17 $9.1585 $8.8467 09/03/15 $0.7011 $0.6967 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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