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, 2nd Qtr 2013 04/09/13 07/16/14 $10.1817 $9.9313 05/24/13 $0.2484 $0.2476 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2013 04/09/13 07/16/14 $10.2588 $10.0062 05/24/13 $0.2229 $0.2222 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 4 05/22/13 05/26/15 $10.0194 $9.6736 05/24/13 $0.3845 $0.3796 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 38 05/24/13 05/26/15 $10.0000 $9.6550 05/24/13 $0.5128 $0.5064 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 39 04/10/13 04/10/18 $10.2001 $9.7452 05/24/13 $0.4956 $0.4923 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 7 05/15/13 01/22/15 $9.9151 $9.5734 05/24/13 $0.1106 $0.1101 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core 3 Qualified Closed-End Allocation, 3 05/24/13 05/26/15 $10.0000 $9.6550 05/24/13 $0.6097 $0.6020 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 9 04/24/13 04/27/15 $10.0641 $9.7166 05/24/13 $0.5712 $0.5676 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 11 05/03/13 05/04/15 $10.0000 $9.6550 05/24/13 $0.7724 $0.7665 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, March 2013 03/19/13 06/19/14 $10.3403 $10.0853 05/24/13 $0.1830 $0.1828 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, May 2013 05/01/13 08/08/14 $10.0159 $9.7704 05/24/13 $0.6507 $0.6499 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge Opportunity, 17 05/23/13 05/26/15 $9.9874 $9.6429 05/24/13 $0.2161 $0.2133 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 69 05/24/13 05/26/15 $10.0000 $9.6550 05/24/13 $0.4680 $0.4627 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End Fund and Energy, 26 05/17/13 05/18/15 $9.9402 $9.5975 05/24/13 $0.4118 $0.4075 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 15 05/16/13 08/18/14 $9.9080 $9.6657 05/24/13 $0.4818 $0.4784 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Inc Select Closed-End and Short Treas ETF, 2 03/19/13 03/19/15 $9.9539 $9.6107 05/24/13 $0.4194 $0.4183 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 36 05/16/13 05/18/15 $9.8879 $9.5473 05/24/13 $0.6252 $0.6186 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Opportunities Closed-End, 14 04/03/13 07/03/14 $10.2218 $9.9703 05/24/13 $0.6633 $0.6613 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Plus Closed-End, 51 05/01/13 05/04/15 $9.9773 $9.6323 05/24/13 $0.6261 $0.6197 Click here to download a Brochure Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 13 04/19/13 04/20/15 $10.0978 $9.7490 05/24/13 $0.6575 $0.6538 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 20 05/01/13 05/04/15 $10.2441 $9.8895 05/24/13 $0.6293 $0.6254 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 © 2013 All rights reserved.