Home   Logon   Mobile Site   Research and Commentary   About Us   Call 1.800.621.1675 or Email Us       Follow Us: 

Search by Ticker, Keyword or CUSIP       
 
 
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, 1st Qtr 2017 01/12/17 04/18/18 $10.0924 $9.8447 03/24/17 $0.2902 $0.2898 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 1st Qtr 2017 01/10/17 04/16/18 $10.1383 $9.8892 03/24/17 $0.2493 $0.2490 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 1st Qtr 2017 01/10/17 04/16/18 $10.1750 $9.9249 03/24/17 $0.2192 $0.2190 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 22 02/24/17 02/25/19 $9.6640 $9.3323 03/24/17 $0.5910 $0.5864 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 24 02/07/17 02/07/19 $10.0928 $9.7441 03/24/17 $0.3467 $0.3453 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 66 03/16/17 03/15/19 $9.8658 $9.5261 03/24/17 $0.4948 $0.4896 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 55 01/06/17 01/06/22 $10.2118 $9.7563 03/24/17 $0.5079 $0.5064 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 31 03/15/17 01/23/19 $9.9234 $9.5814 03/24/17 $0.1128 $0.1116 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 29 03/22/17 03/22/19 $9.9873 $9.6428 03/24/17 $0.6796 $0.6710 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 $10.0447 $9.6979 03/24/17 $0.8876 $0.8808 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, January 2017 01/26/17 04/26/18 $10.1180 $9.8695 03/24/17 $0.1581 $0.1576 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 1st Qtr 2017 01/10/17 04/09/18 $10.1081 $9.8599 03/24/17 $0.7428 $0.7419 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 32 01/19/17 01/18/19 $9.8994 $9.5583 03/24/17 $0.1898 $0.1893 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 15 02/14/17 02/14/19 $9.8302 $9.4919 03/24/17 $0.3604 $0.3587 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 108 03/01/17 03/01/19 $9.6494 $9.3182 03/24/17 $0.5095 $0.5059 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 34 12/28/16 03/28/18 $10.2254 $9.9737 03/24/17 $0.5176 $0.5170 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 $9.9405 $9.5978 03/24/17 $0.3321 $0.3296 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 13 03/14/17 03/14/19 $9.9108 $9.5693 03/24/17 $0.3674 $0.3636 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 63 01/25/17 01/25/19 $9.9090 $9.5676 03/24/17 $0.6466 $0.6439 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 $9.9391 $9.5941 03/24/17 $0.7662 $0.7611 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 $10.4543 $10.0913 03/24/17 $0.7786 $0.7770 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 46 03/03/17 03/04/19 $9.7925 $9.4557 03/24/17 $0.6270 $0.6221 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.

 
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
Home |  Important Legal Information |  Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2017 All rights reserved.