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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 $9.9910 $9.7463 09/19/14 $0.2327 $0.2320 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 $10.0312 $9.7853 09/19/14 $0.2048 $0.2042 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 9 09/19/14 09/19/16 $10.0000 $9.6550 09/19/14 $0.5867 $0.5805 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 10 07/24/14 07/25/16 $9.8977 $9.5567 09/19/14 $0.3378 $0.3356 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 47 08/28/14 08/29/16 $9.9091 $9.5677 09/19/14 $0.4923 $0.4875 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 45 08/20/14 08/20/19 $9.9440 $9.5018 09/19/14 $0.4973 $0.4922 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 17 08/20/14 01/21/16 $9.9878 $9.6433 09/19/14 $0.0815 $0.0811 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core 3 Qualified Closed-End Allocation, 7 08/11/14 08/11/16 $9.8818 $9.5415 09/19/14 $0.6658 $0.6611 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 16 09/12/14 09/12/16 $9.9645 $9.6209 09/19/14 $0.6395 $0.6328 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 $9.6794 $9.3471 09/19/14 $0.6573 $0.6532 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 17 09/16/14 09/19/16 $9.9579 $9.6146 09/19/14 $0.7879 $0.7796 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, August 2014 08/14/14 11/16/15 $9.9868 $9.7422 09/19/14 $0.1760 $0.1752 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, September 2014 09/10/14 12/09/15 $9.9068 $9.6646 09/19/14 $0.6850 $0.6828 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 22 08/14/14 08/15/16 $9.6962 $9.3632 09/19/14 $0.1759 $0.1746 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 5 08/21/14 08/22/16 $9.8944 $9.5536 09/19/14 $0.3217 $0.3188 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 87 09/05/14 09/06/16 $9.8740 $9.5340 09/19/14 $0.4622 $0.4577 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 23 07/08/14 10/08/15 $9.5847 $9.3519 09/19/14 $0.4982 $0.4970 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 5 09/11/14 09/12/16 $9.9870 $9.6425 09/19/14 $0.3879 $0.3838 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 $9.6981 $9.3650 09/19/14 $0.6508 $0.6480 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 58 09/17/14 09/19/16 $9.9893 $9.6443 09/19/14 $0.7381 $0.7278 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 $9.7200 $9.3861 09/19/14 $0.7340 $0.7289 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 32 09/12/14 09/12/16 $9.9074 $9.5660 09/19/14 $0.5972 $0.5909 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 13 07/15/14 07/18/16 $9.8721 $9.5321 09/19/14 $0.5948 $0.5923 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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