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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, 2nd Qtr 2015 04/14/15 07/15/16 $9.6860 $9.4502 07/01/15 $0.2345 $0.2342 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2015 04/14/15 07/15/16 $9.7141 $9.4776 07/01/15 $0.2003 $0.2001 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 13 06/24/15 06/22/17 $9.7496 $9.4145 07/01/15 $0.6276 $0.6197 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 14 05/14/15 05/11/17 $9.7314 $9.3970 07/01/15 $0.3379 $0.3364 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 54 06/19/15 06/19/17 $9.7684 $9.4325 07/01/15 $0.5621 $0.5577 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 48 04/27/15 04/27/20 $9.5502 $9.1274 07/01/15 $0.5156 $0.5125 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 22 05/13/15 01/26/17 $9.9172 $9.5755 07/01/15 $0.1200 $0.1194 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 $10.0331 $9.6868 07/01/15 $0.6546 $0.6463 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 $10.0596 $9.7123 07/01/15 $0.7667 $0.7570 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 $9.8031 $9.4658 07/01/15 $0.8293 $0.8229 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, May 2015 05/21/15 08/22/16 $9.7623 $9.5243 07/01/15 $0.1603 $0.1596 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Equity Buy-Write, 2 06/18/15 01/26/17 $9.7728 $9.4368 07/01/15 $0.0754 $0.0749 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 2nd Qtr 2015 04/10/15 07/08/16 $9.5062 $9.2758 07/01/15 $0.7211 $0.7202 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 25 04/29/15 04/27/17 $9.2886 $8.9717 07/01/15 $0.1999 $0.1989 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge & ETF, 9 06/16/15 06/15/17 $9.7096 $9.3761 07/01/15 $0.3844 $0.3815 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 97 06/17/15 06/15/17 $9.6479 $9.3168 07/01/15 $0.4753 $0.4717 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 27 06/02/15 09/06/16 $9.5952 $9.3622 07/01/15 $0.5259 $0.5232 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 $9.8639 $9.5243 07/01/15 $0.3518 $0.3491 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Quality Income Buy-Write, 1 06/18/15 01/26/17 $9.7419 $9.4071 07/01/15 $0.1746 $0.1733 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 6 03/10/15 03/09/17 $10.0056 $9.6604 07/01/15 $0.3878 $0.3870 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 49 06/01/15 06/01/17 $9.7055 $9.3722 07/01/15 $0.6302 $0.6258 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 62 06/22/15 06/22/17 $9.8386 $9.4936 07/01/15 $0.7994 $0.7888 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 $9.8342 $9.4958 07/01/15 $0.7987 $0.7886 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 38 06/26/15 06/26/17 $9.8036 $9.4664 07/01/15 $0.5925 $0.5850 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 $10.0000 $9.6550 07/01/15 $0.7068 $0.6998 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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