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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 Equity Income 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
Automated Quantitative Analysis, 15 09/13/17 09/13/19 $10.4380 $10.2010 10/18/17 $0.0915 $0.0910 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Brookmont Equity Dividend, 12 07/26/17 10/26/18 $10.5343 $10.3894 10/18/17 $0.2077 $0.2072 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Holdings Growth, Fall 2017 08/25/17 08/25/22 $10.3109 $9.9536 10/18/17 $0.2076 $0.2056 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 63 10/18/17 10/18/19 $10.0000 $9.7750 10/18/17 $0.7006 $0.6937 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend Opportunity, 1 07/24/17 10/24/18 $10.5134 $10.3689 10/18/17 $0.3227 $0.3220 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend, 16 08/21/17 08/21/19 $10.8319 $10.5840 10/18/17 $0.3535 $0.3512 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified Income & Growth, Fall 2017 08/07/17 08/12/22 $10.1186 $9.7689 10/18/17 $0.2026 $0.2014 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend & Income Select Closed-End, 61 10/13/17 10/15/19 $9.9426 $9.7191 10/18/17 $0.6924 $0.6856 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Edge, 8 09/18/17 12/18/18 $10.0444 $9.9086 10/18/17 $0.3485 $0.3468 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Growth, 19 09/15/17 09/15/22 $10.3468 $9.9881 10/18/17 $0.2755 $0.2727 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength Opportunity, 2 09/22/17 12/26/18 $10.3203 $10.1794 10/18/17 $0.2263 $0.2250 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength, 37 08/04/17 08/05/19 $10.5337 $10.2940 10/18/17 $0.2344 $0.2335 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dorsey Wright Relative Strength Dividend, 28 09/27/17 12/27/18 $10.2640 $10.1241 10/18/17 $0.2451 $0.2436 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target 10, October 2017 10/09/17 11/09/18 $10.0355 $9.8998 10/18/17 $0.3337 $0.3329 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target 5, 4th Qtr 2017 10/09/17 01/09/19 $9.9115 $9.7781 10/18/17 $0.3480 $0.3459 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target Dividend, 4th Qtr 2017 10/09/17 01/09/19 $9.9307 $9.7969 10/18/17 $0.3447 $0.3426 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Closed-End, 46 09/26/17 09/26/19 $10.1267 $9.8982 10/18/17 $0.7300 $0.7233 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Opportunity, 1 08/09/17 11/09/18 $10.6721 $10.5246 10/18/17 $0.2658 $0.2652 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Select, 54 08/23/17 08/23/19 $10.7389 $10.4936 10/18/17 $0.2690 $0.2673 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income, 57 08/23/17 08/23/22 $10.7446 $10.3702 10/18/17 $0.2665 $0.2639 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
European Deep Value Dividend, 16 08/25/17 08/26/19 $10.3631 $10.1281 10/18/17 $0.3278 $0.3257 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
European Target High Quality Dividend, 15 10/09/17 01/09/19 $9.9642 $9.8298 10/18/17 $0.2314 $0.2300 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Deep Value Dividend, 16 09/28/17 12/28/18 $9.9664 $9.8320 10/18/17 $0.3061 $0.3043 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Dividend, 52 08/28/17 08/28/19 $10.7726 $10.5263 10/18/17 $0.3192 $0.3172 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Equity Income Closed-End, 56 09/06/17 09/06/19 $10.2473 $10.0155 10/18/17 $0.7403 $0.7355 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Target 15, 4th Qtr 2017 10/09/17 01/09/19 $10.0158 $9.8805 10/18/17 $0.4079 $0.4054 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity Allocation, 25 09/20/17 09/20/19 $10.1753 $9.9455 10/18/17 $0.3219 $0.3196 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity Opportunity, 1 07/28/17 10/29/18 $10.6790 $10.5315 10/18/17 $0.3330 $0.3322 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity, 33 08/16/17 08/16/19 $10.8055 $10.5583 10/18/17 $0.3410 $0.3397 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Dividend Equity Allocation (IDEA), 13 07/24/17 07/29/19 $10.4105 $10.1742 10/18/17 $0.2006 $0.1998 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
International High Dividend Equity, 31 09/28/17 09/27/19 $10.0234 $9.7977 10/18/17 $0.3399 $0.3369 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End Fund and Energy, 57 10/17/17 10/17/19 $9.8314 $9.6110 10/18/17 $0.6974 $0.6906 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End, 17 08/11/17 08/12/19 $9.6928 $9.4762 10/18/17 $0.9106 $0.9071 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Nasdaq® Dividend Achievers 25, 10 07/12/17 07/12/19 $10.8310 $10.5831 10/18/17 $0.2692 $0.2682 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Preferred Income Opportunity, 6 08/02/17 11/02/18 $9.8717 $9.7391 10/18/17 $0.4835 $0.4824 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Preferred Income, 91 08/02/17 08/02/19 $9.8647 $9.6435 10/18/17 $0.4796 $0.4777 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
REIT Growth & Income Select, 43 09/20/17 09/20/19 $10.1225 $9.8942 10/18/17 $0.3750 $0.3723 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Global Dividend Kings®, 24 10/11/17 10/11/19 $9.9619 $9.7380 10/18/17 $0.4060 $0.4017 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Quality Income, 26 07/28/17 10/29/18 $10.3032 $10.1626 10/18/17 $0.3231 $0.3223 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Target 25, 4th Qtr 2017 10/09/17 01/09/19 $10.1384 $10.0008 10/18/17 $0.2416 $0.2401 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Dividend, 20 08/14/17 08/14/19 $10.6899 $10.4460 10/18/17 $0.3904 $0.3889 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Select DSIP, 4th Qtr 2017 10/17/17 01/11/19 $9.9843 $9.8496 10/18/17 $0.2144 $0.2130 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
SMid High Dividend, 27 08/28/17 08/28/19 $10.8055 $10.5583 10/18/17 $0.2901 $0.2882 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Stonebridge Preferred Income, 15 10/18/17 10/18/19 $10.0000 $9.7750 10/18/17 $0.5392 $0.5339 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Dividend Select, 30 09/25/17 09/25/19 $10.1195 $9.8912 10/18/17 $0.4064 $0.4027 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Diversified Dividend, 4th Qtr 2017 10/09/17 01/09/19 $9.8963 $9.7632 10/18/17 $0.3553 $0.3532 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Diversified Global Allocation, 25 10/09/17 01/09/19 $10.0928 $9.9561 10/18/17 $0.2997 $0.2980 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Dividend Blend, 15 10/09/17 01/09/19 $10.0820 $9.9455 10/18/17 $0.3975 $0.3952 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Global Dividend Leaders, 4th Qtr 2017 10/09/17 01/09/19 $10.0469 $9.9110 10/18/17 $0.5045 $0.5017 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target High Quality Dividend, 20 10/09/17 01/09/19 $10.1187 $9.9815 10/18/17 $0.2904 $0.2887 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Dividend, 23 09/01/17 09/03/19 $10.5885 $10.3473 10/18/17 $0.1814 $0.1802 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End Portfolio, 25 08/07/17 08/07/19 $10.1143 $9.8861 10/18/17 $0.7025 $0.6983 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Utilities Select, 44 08/30/17 08/30/19 $9.9838 $9.7592 10/18/17 $0.2554 $0.2538 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

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
40/60 Strategic Allocation, 4th Qtr 2017 10/12/17 01/17/19 $10.0203 $9.8850 10/18/17 $0.2799 $0.2780 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 4th Qtr 2017 10/10/17 01/16/19 $10.0284 $9.8929 10/18/17 $0.2400 $0.2384 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 4th Qtr 2017 10/10/17 01/16/19 $10.0345 $9.8988 10/18/17 $0.2096 $0.2082 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 25 09/25/17 09/25/19 $10.0151 $9.7897 10/18/17 $0.6158 $0.6102 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 28 08/31/17 08/30/19 $10.5272 $10.2877 10/18/17 $0.3459 $0.3439 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 2 10/03/17 01/03/19 $10.0827 $9.9461 10/18/17 $0.4719 $0.4691 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 71 08/18/17 08/19/19 $10.6867 $10.4428 10/18/17 $0.4842 $0.4823 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 58 08/30/17 08/30/22 $10.5718 $10.2042 10/18/17 $0.4871 $0.4825 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 34 08/16/17 01/23/19 $10.3005 $10.1600 10/18/17 $0.1191 $0.1188 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 32 07/26/17 07/26/19 $9.8462 $9.6254 10/18/17 $0.6261 $0.6224 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 29 09/22/17 09/23/19 $9.9387 $9.7153 10/18/17 $0.8254 $0.8180 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, July 2017 07/27/17 10/29/18 $10.2999 $10.1593 10/18/17 $0.1569 $0.1565 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 4th Qtr 2017 10/09/17 01/09/19 $9.9658 $9.8315 10/18/17 $0.7083 $0.7041 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 18 10/02/17 10/02/19 $9.9854 $9.7608 10/18/17 $0.3834 $0.3799 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 2 09/01/17 12/03/18 $10.1252 $9.9879 10/18/17 $0.5182 $0.5160 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 114 10/13/17 10/15/19 $9.9350 $9.7118 10/18/17 $0.5241 $0.5190 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 37 09/13/17 12/13/18 $10.1221 $9.9848 10/18/17 $0.4866 $0.4845 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 12 08/01/17 08/12/19 $10.0715 $9.8445 10/18/17 $0.3177 $0.3158 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 15 07/27/17 08/06/19 $10.0630 $9.8363 10/18/17 $0.3777 $0.3763 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 2 09/20/17 12/20/18 $10.0165 $9.8811 10/18/17 $0.6669 $0.6646 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 69 10/03/17 10/03/19 $9.9386 $9.7153 10/18/17 $0.6710 $0.6649 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 31 09/26/17 09/26/19 $9.9710 $9.7468 10/18/17 $0.7427 $0.7359 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity , 2 09/29/17 12/31/18 $10.0775 $9.9411 10/18/17 $0.6194 $0.6157 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 49 08/11/17 08/12/19 $10.4346 $10.1976 10/18/17 $0.6393 $0.6369 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

Available Primary Taxable Income 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
Diversified Fixed Income ETF, 32 10/10/17 01/16/19 $9.9934 $9.8585 10/18/17 $0.3590 $0.3566 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Bond Income Closed-End, 26 09/01/17 09/03/19 $9.9717 $9.7474 10/18/17 $0.6598 $0.6541 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High-Yield Income Closed-End, 79 09/06/17 09/06/19 $9.9944 $9.7696 10/18/17 $0.7168 $0.7122 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Investment Grade Select Closed-End & ETF, 4 08/01/17 08/13/19 $9.9364 $9.7132 10/18/17 $0.3930 $0.3907 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Limited Duration Fixed Income ETF, 21 09/12/17 09/12/19 $9.9718 $9.7475 10/18/17 $0.3574 $0.3551 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan & Limited Duration Closed-End, 77 10/11/17 10/11/19 $9.9033 $9.6810 10/18/17 $0.6832 $0.6766 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan & Limited Duration Opportunities Closed-End, 50 10/16/17 01/16/19 $9.9174 $9.7840 10/18/17 $0.6879 $0.6833 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan Closed-End and ETF, 19 09/21/17 09/20/19 $10.0197 $9.7942 10/18/17 $0.4604 $0.4562 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan Select Closed-End, 28 09/20/17 09/20/19 $10.0395 $9.8134 10/18/17 $0.5696 $0.5655 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 64 09/22/17 09/23/19 $9.9202 $9.6974 10/18/17 $0.7388 $0.7321 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

Available Primary Taxable Fixed-Income 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
Offer
Price
Net Asset
Value
Price
Date
Par
Value
ECRELTRFact
Sheet
ProspectusCUSIPS
Corporate High Income, 25 09/07/17 $1067.6600 $1041.1600 10/18/17 $1000.0000 3.91%(m) 3.07%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Investment Grade Multi-Asset Income, 10-20 Year, 35 (Closed) 08/22/17 $1234.2600 $1191.3400 10/18/17 $1000.0000 4.34%(m) 3.67%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

Available Primary Taxfree Income 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
California Municipal Income Select Closed-End, 63 10/13/17 10/15/19 $9.9544 $9.7307 10/18/17 $0.4242 $0.4200 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income Closed-End, 71 08/30/17 08/30/22 $9.7856 $9.4491 10/18/17 $0.4768 $0.4725 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income Opportunities Closed-End, 46 10/16/17 01/16/19 $9.9689 $9.8344 10/18/17 $0.5031 $0.4997 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income Select, Closed-End, 89 09/15/17 09/16/19 $9.7256 $9.5081 10/18/17 $0.4763 $0.4736 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
New Jersey Municipal Income Select Closed-End, 57 09/01/17 09/03/19 $9.7915 $9.5722 10/18/17 $0.4642 $0.4612 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
New York Municipal Income Select Closed-End, 44 09/18/17 09/18/19 $9.8838 $9.6620 10/18/17 $0.4172 $0.4142 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax-Advantaged Municipal Closed-End, 52 06/29/17 07/09/19 $10.0584 $9.8318 10/18/17 $0.4564 $0.4548 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

Available Primary Taxfree Fixed-Income 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
Offer
Price
Net Asset
Value
Price
Date
Par
Value
ECRELTRFact
Sheet
ProspectusCUSIPS
Insured Tax Exempt Municipal Income, 252 09/19/17 $1100.2000 $1061.9700 10/18/17 $1000.0000 3.25%(m) 2.67%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax Exempt Municipal Income Intermediate, 31 09/14/17 $1165.0200 $1136.1000 10/18/17 $1000.0000 3.36%(m) 1.89%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax Exempt Municipal Income, 10–20 Year, 31 08/17/17 $1119.6900 $1080.7700 10/18/17 $1000.0000 3.34%(m) 2.53%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax Exempt Municipal Income, 299 09/12/17 $1084.7900 $1047.1100 10/18/17 $1000.0000 3.31%(m) 2.84%(m) 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.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. First Trust has no knowledge of and has not been provided any information regarding any investor. Financial advisors must determine whether particular investments are appropriate for their clients. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients.
First Trust Portfolios L.P.  Member SIPC and FINRA.
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