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

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
60/40 Strategic Allocation, 3rd Qtr 2014 07/11/14 10/15/15 $9.9349 $9.6918 07/30/14 $0.2327 $0.2315 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 $9.9340 $9.6909 07/30/14 $0.2048 $0.2037 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 7 06/18/14 06/20/16 $10.0216 $9.6757 07/30/14 $0.5712 $0.5688 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 $9.9012 $9.5601 07/30/14 $0.3421 $0.3378 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 46 07/02/14 07/05/16 $9.9847 $9.6403 07/30/14 $0.4829 $0.4795 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 44 05/30/14 05/30/19 $10.1624 $9.7094 07/30/14 $0.4874 $0.4845 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 $10.0434 $9.6967 07/30/14 $0.0924 $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 $10.0166 $9.6709 07/30/14 $0.6580 $0.6567 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 15 07/30/14 08/01/16 $10.0000 $9.6550 07/30/14 $0.6324 $0.6244 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 $9.8998 $9.5588 07/30/14 $0.6632 $0.6568 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 $9.8957 $9.5548 07/30/14 $0.7994 $0.7933 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 $10.3083 $10.0542 07/30/14 $0.1686 $0.1684 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 $9.9061 $9.6638 07/30/14 $0.6816 $0.6808 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 21 05/20/14 05/23/16 $10.3482 $9.9895 07/30/14 $0.1845 $0.1841 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 $9.9222 $9.5803 07/30/14 $0.3339 $0.3318 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 85 07/15/14 07/18/16 $9.9099 $9.5685 07/30/14 $0.4550 $0.4521 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 23 07/08/14 10/08/15 $9.8758 $9.6345 07/30/14 $0.4953 $0.4928 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 $9.9645 $9.6209 07/30/14 $0.3608 $0.3590 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 $9.9110 $9.5695 07/30/14 $0.6548 $0.6498 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 $9.9130 $9.5680 07/30/14 $0.7400 $0.7324 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 $9.9373 $9.5947 07/30/14 $0.7425 $0.7353 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 30 07/15/14 07/18/16 $9.9072 $9.5659 07/30/14 $0.5734 $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.

 
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
Home |  Important Legal Information |  Privacy Policy |  Business Continuity Plan
Copyright © 2014 All rights reserved.