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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 2014 07/11/14 10/15/15 $10.0149 $9.7695 07/22/14 $0.2099 $0.2088 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 3rd Qtr 2014 07/11/14 10/15/15 $10.0219 $9.7763 07/22/14 $0.1883 $0.1874 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 7 06/18/14 06/20/16 $10.1247 $9.7748 07/22/14 $0.5715 $0.5691 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 9 04/29/14 05/02/16 $10.3320 $9.9739 07/22/14 $0.3625 $0.3617 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 46 07/02/14 07/05/16 $10.0603 $9.7129 07/22/14 $0.4838 $0.4801 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 44 05/30/14 05/30/19 $10.2269 $9.7707 07/22/14 $0.4879 $0.4846 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 16 06/25/14 01/21/16 $10.1526 $9.8015 07/22/14 $0.0925 $0.0922 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core 3 Qualified Closed-End Allocation, 6 05/14/14 05/16/16 $10.0569 $9.7096 07/22/14 $0.6587 $0.6573 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 14 05/02/14 05/02/16 $10.1031 $9.7540 07/22/14 $0.6266 $0.6253 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Discount Opportunity Closed-End, 8 07/21/14 07/21/16 $9.9971 $9.6522 07/22/14 $0.6695 $0.6610 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 16 07/10/14 07/11/16 $9.9322 $9.5899 07/22/14 $0.8043 $0.7981 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, May 2014 05/20/14 08/20/15 $10.3745 $10.1184 07/22/14 $0.1687 $0.1685 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, July 2014 07/10/14 10/09/15 $9.9693 $9.7252 07/22/14 $0.6825 $0.6817 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 21 05/20/14 05/23/16 $10.4518 $10.0890 07/22/14 $0.1840 $0.1836 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 4 06/26/14 06/27/16 $10.0684 $9.7207 07/22/14 $0.3330 $0.3306 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 85 07/15/14 07/18/16 $10.0603 $9.7129 07/22/14 $0.4590 $0.4542 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 23 07/08/14 10/08/15 $10.0293 $9.7834 07/22/14 $0.4963 $0.4938 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 4 06/17/14 06/20/16 $10.0720 $9.7242 07/22/14 $0.3608 $0.3591 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 41 07/14/14 07/14/16 $9.9422 $9.5995 07/22/14 $0.6568 $0.6518 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 57 07/16/14 07/18/16 $9.9713 $9.6263 07/22/14 $0.7459 $0.7355 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 19 07/21/14 07/21/16 $10.0313 $9.6850 07/22/14 $0.7480 $0.7386 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 30 07/15/14 07/18/16 $10.0184 $9.6726 07/22/14 $0.5758 $0.5698 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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