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Secondary Taxable Income Portfolios [ View Available Primary Trusts ]
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Portfolio Name Initial
Offer
Date
Termination
Date
Offer
Price
Net Asset
Value
Price
Date
Historical 12-Month Distribution Rate of Trust HoldingsFact
Sheet
ProspectusCUSIPS
Convertible & Income Select Closed-End and ETF, 13 04/18/24 04/17/26 ------- $11.6094 12/22/25 ------- ---- ---- CUSIPS
Convertible & Income Select Closed-End and ETF, 14 10/08/24 10/08/26 ------- $10.8466 12/22/25 ------- ---- ---- CUSIPS
Convertible & Income Select Closed-End and ETF, 15 12/12/24 12/11/26 ------- $10.0170 12/22/25 ------- ---- ---- CUSIPS
Convertible & Income Select Closed-End and ETF, 16 06/04/25 06/04/27 $10.9895 $10.7422 12/22/25 6.94% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 100 03/08/24 03/09/26 ------- $10.4209 12/22/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 101 04/10/24 04/10/26 ------- $10.5199 12/22/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 102 05/17/24 05/18/26 ------- $10.3747 12/22/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 103 08/14/24 08/14/26 ------- $10.4972 12/22/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 104 09/11/24 09/11/26 ------- $10.3572 12/22/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 105 12/09/24 12/09/26 ------- $9.7108 12/22/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 106 03/07/25 03/08/27 $10.6498 $10.4102 12/22/25 6.37% ---- ---- CUSIPS
Covered Call Select Closed-End, 107 06/05/25 06/04/27 $10.7544 $10.5124 12/22/25 6.23% ---- ---- CUSIPS
Covered Call Select Closed-End, 108 09/05/25 09/07/27 $10.2005 $9.9710 12/22/25 6.34% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 99 01/25/24 01/26/26 ------- $10.5863 12/22/25 ------- ---- ---- CUSIPS
Diversified Fixed Income ETF, 61 10/11/24 01/16/26 ------- $9.7235 12/22/25 ------- ---- ---- CUSIPS
Diversified Fixed Income ETF, 62 01/14/25 04/16/26 $10.0963 $9.9600 12/22/25 5.25% ---- ---- CUSIPS
Diversified Fixed Income ETF, 63 04/11/25 07/16/26 $10.2695 $10.1309 12/22/25 5.29% ---- ---- CUSIPS
Diversified Fixed Income ETF, 64 07/11/25 10/16/26 $10.0044 $9.8694 12/22/25 5.27% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 61 01/03/24 01/02/26 ------- $9.9253 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 62 02/12/24 02/12/26 ------- $9.9173 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 63 03/14/24 03/13/26 ------- $9.5782 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 64 05/07/24 05/07/26 ------- $9.9933 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 65 06/26/24 06/26/26 ------- $9.7614 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 66 08/07/24 08/07/26 ------- $9.5984 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 67 09/17/24 09/17/26 ------- $9.4564 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 68 10/28/24 10/28/26 ------- $9.2788 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 69 12/11/24 12/11/26 ------- $9.1889 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 70 01/29/25 01/29/27 $9.5694 $9.3541 12/22/25 9.86% ---- ---- CUSIPS
Diversified High Income Closed-End, 71 04/04/25 04/05/27 $11.2708 $11.0172 12/22/25 10.23% ---- ---- CUSIPS
Diversified High Income Closed-End, 72 06/24/25 06/24/27 $9.9262 $9.7028 12/22/25 10.18% ---- ---- CUSIPS
Diversified High Income Closed-End, 73 09/05/25 09/07/27 $9.6625 $9.4451 12/22/25 10.19% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income ETF, 1 06/25/24 06/25/26 ------- $9.9533 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income ETF, 2 09/19/24 09/18/26 ------- $9.6132 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income ETF, 3 12/18/24 12/18/26 ------- $9.9177 12/22/25 ------- ---- ---- CUSIPS
Diversified High Income ETF, 4 03/18/25 03/18/27 $10.2179 $9.9880 12/22/25 6.89% ---- ---- CUSIPS
Diversified High Income ETF, 5 06/12/25 06/11/27 $10.1965 $9.9670 12/22/25 6.91% ---- ---- CUSIPS
Diversified High Income ETF, 6 09/10/25 09/10/27 $9.9525 $9.7286 12/22/25 7.34% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend & Income Select Closed-End, 105 01/05/24 01/05/26 ------- $10.6706 12/22/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 106 02/28/24 02/27/26 ------- $10.4499 12/22/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 107 03/22/24 03/23/26 ------- $10.2032 12/22/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 108 05/15/24 05/15/26 ------- $10.5370 12/22/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 109 06/12/24 06/12/26 ------- $10.2359 12/22/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 110 09/11/24 09/11/26 ------- $10.1005 12/22/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 111 10/17/24 10/16/26 ------- $9.7466 12/22/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 112 11/22/24 11/23/26 ------- $9.4652 12/22/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 113 01/29/25 01/29/27 $10.0617 $9.8353 12/22/25 8.18% ---- ---- CUSIPS
Dividend & Income Select Closed-End, 114 04/02/25 04/02/27 $10.8267 $10.5831 12/22/25 8.13% ---- ---- CUSIPS
Dividend & Income Select Closed-End, 115 06/17/25 06/17/27 $10.5157 $10.2791 12/22/25 8.04% ---- ---- CUSIPS
Dividend & Income Select Closed-End, 116 09/15/25 09/15/27 $9.8687 $9.6467 12/22/25 8.23% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 11 02/03/23 02/19/26 ------- $3.2742 12/22/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 12 05/03/23 08/20/26 ------- $3.1856 12/22/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 13 11/01/23 11/20/26 ------- $3.3362 12/22/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 14 02/01/24 02/18/27 ------- $6.6600 12/22/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 15 06/03/24 07/02/27 ------- $6.6756 12/22/25 ------- ---- ---- CUSIPS
FT 60/40 Target Income, 4 10/01/24 01/06/26 ------- $9.8785 12/22/25 ------- ---- ---- CUSIPS
FT 60/40 Target Income, 5 01/03/25 04/07/26 $10.1466 $9.9944 12/22/25 7.06% ---- ---- CUSIPS
FT 60/40 Target Income, 6 04/03/25 07/07/26 $10.9464 $10.7822 12/22/25 7.12% ---- ---- CUSIPS
FT 60/40 Target Income, 7 07/01/25 10/07/26 $10.3011 $10.1466 12/22/25 7.13% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Diversified Target Income, 10 06/10/25 09/10/26 $10.6235 $10.4641 12/22/25 8.47% ---- ---- CUSIPS
FT Diversified Target Income, 11 08/14/25 11/16/26 $10.2311 $10.0777 12/22/25 8.51% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Diversified Target Income, 7 11/21/24 02/23/26 ------- $9.5305 12/22/25 ------- ---- ---- CUSIPS
FT Diversified Target Income, 8 01/23/25 04/23/26 $9.9426 $9.7935 12/22/25 8.49% ---- ---- CUSIPS
FT Diversified Target Income, 9 04/23/25 07/23/26 $11.3136 $11.1439 12/22/25 8.51% ---- ---- CUSIPS
FT High Income Model, 1st Qtr 2025 12/30/24 04/07/26 $10.2583 $10.1044 12/22/25 4.41% ---- ---- CUSIPS
FT High Income Model, 2nd Qtr 2025 03/28/25 07/07/26 $10.1899 $10.0371 12/22/25 4.47% ---- ---- CUSIPS
FT High Income Model, 3rd Qtr 2025 06/27/25 10/07/26 $10.1068 $9.9552 12/22/25 4.46% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT High Income Model, 4th Qtr 2024 09/27/24 01/06/26 ------- $9.7330 12/22/25 ------- ---- ---- CUSIPS
FT Income, 26 09/25/24 12/26/25 ------- $10.3388 12/22/25 ------- ---- ---- CUSIPS
FT Income, 27 12/18/24 03/18/26 ------- $10.6013 12/22/25 ------- ---- ---- CUSIPS
FT Income, 28 03/18/25 06/18/26 $10.5120 $10.3543 12/22/25 3.77% ---- ---- CUSIPS
FT Income, 29 06/12/25 09/14/26 $10.3746 $10.2189 12/22/25 3.82% ---- ---- CUSIPS
FT Income, 30 09/10/25 12/10/26 $10.0800 $9.9288 12/22/25 3.75% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Short Duration Fixed Income Model, 1st Qtr 2025 12/30/24 04/07/26 $10.1449 $9.9927 12/22/25 4.22% ---- ---- CUSIPS
FT Short Duration Fixed Income Model, 2nd Qtr 2025 03/28/25 07/07/26 $10.1216 $9.9697 12/22/25 4.27% ---- ---- CUSIPS
FT Short Duration Fixed Income Model, 3rd Qtr 2025 06/27/25 10/07/26 $10.0527 $9.9019 12/22/25 4.30% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Short Duration Fixed Income Model, 4th Qtr 2024 09/27/24 01/06/26 ------- $9.8359 12/22/25 ------- ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 15 09/27/24 01/06/26 ------- $9.7407 12/22/25 ------- ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 16 12/30/24 04/07/26 $10.2044 $10.0514 12/22/25 4.93% ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 17 03/28/25 07/07/26 $10.2004 $10.0474 12/22/25 4.93% ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 18 06/27/25 10/07/26 $10.0847 $9.9334 12/22/25 5.00% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Bond Income Closed-End, 47 01/17/24 01/16/26 ------- $9.9970 12/22/25 ------- ---- ---- CUSIPS
Global Bond Income Closed-End, 48 02/28/24 02/27/26 ------- $9.9468 12/22/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 108 02/09/24 02/09/26 ------- $8.4491 12/22/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 109 04/10/24 04/10/26 ------- $8.7378 12/22/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 110 06/24/24 06/24/26 ------- $8.9691 12/22/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 111 08/02/24 08/03/26 ------- $8.7977 12/22/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 112 09/26/24 09/25/26 ------- $8.3378 12/22/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 113 11/08/24 11/09/26 ------- $8.4237 12/22/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 114 12/06/24 12/07/26 ------- $8.5026 12/22/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 115 01/07/25 01/07/27 $9.5293 $9.3149 12/22/25 9.38% ---- ---- CUSIPS
High-Yield Income Closed-End, 116 01/30/25 01/29/27 $9.4385 $9.2262 12/22/25 9.58% ---- ---- CUSIPS
High-Yield Income Closed-End, 117 02/19/25 02/19/27 $8.9916 $8.7892 12/22/25 9.40% ---- ---- CUSIPS
High-Yield Income Closed-End, 118 03/31/25 03/31/27 $9.5235 $9.3092 12/22/25 9.89% ---- ---- CUSIPS
High-Yield Income Closed-End, 119 05/19/25 05/19/27 $9.6311 $9.4144 12/22/25 9.70% ---- ---- CUSIPS
High-Yield Income Closed-End, 120 07/30/25 07/30/27 $9.3545 $9.1440 12/22/25 10.19% ---- ---- CUSIPS
High-Yield Income Closed-End, 121 09/11/25 09/10/27 $9.1988 $8.9919 12/22/25 10.17% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Limited Duration Fixed Income ETF, 55 01/29/24 01/29/26 ------- $9.8758 12/22/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 56 03/05/24 03/05/26 ------- $9.7659 12/22/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 57 04/18/24 04/17/26 ------- $9.9437 12/22/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 58 05/29/24 05/29/26 ------- $9.8280 12/22/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 59 07/10/24 07/10/26 ------- $9.7639 12/22/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 60 08/20/24 08/20/26 ------- $9.6640 12/22/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 61 10/01/24 10/01/26 ------- $9.6548 12/22/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 62 11/21/24 11/20/26 ------- $9.6683 12/22/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 63 01/16/25 01/15/27 $9.9482 $9.7244 12/22/25 5.32% ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 64 04/03/25 04/02/27 $10.1132 $9.8857 12/22/25 5.37% ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 65 07/01/25 07/01/27 $9.9086 $9.6856 12/22/25 5.40% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Limited Duration Fixed Income ETF, 66 09/24/25 09/24/27 $9.8664 $9.6444 12/22/25 5.40% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Limited Duration ETF, 12 10/08/24 01/08/26 ------- $9.6829 12/22/25 ------- ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 13 01/03/25 04/06/26 $9.8496 $9.7166 12/22/25 5.71% ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 14 03/20/25 06/22/26 $9.9235 $9.7895 12/22/25 5.64% ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 15 06/12/25 09/14/26 $9.8961 $9.7625 12/22/25 5.66% ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 16 09/04/25 12/04/26 $9.8433 $9.7104 12/22/25 5.70% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 100 09/26/24 09/25/26 ------- $8.7658 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 101 10/25/24 10/26/26 ------- $8.8276 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 102 12/11/24 12/11/26 ------- $9.1310 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 103 01/30/25 01/29/27 $9.5896 $9.3738 12/22/25 8.46% ---- ---- CUSIPS
Strategic Income Closed-End, 104 03/03/25 03/03/27 $9.4699 $9.2568 12/22/25 8.82% ---- ---- CUSIPS
Strategic Income Closed-End, 105 05/02/25 05/03/27 $9.7746 $9.5547 12/22/25 8.94% ---- ---- CUSIPS
Strategic Income Closed-End, 106 06/11/25 06/11/27 $9.5670 $9.3517 12/22/25 9.04% ---- ---- CUSIPS
Strategic Income Closed-End, 107 08/06/25 08/06/27 $9.3827 $9.1716 12/22/25 9.48% ---- ---- CUSIPS
Strategic Income Closed-End, 108 09/11/25 09/10/27 $9.3445 $9.1342 12/22/25 9.45% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 94 02/02/24 02/02/26 ------- $9.3952 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 95 03/11/24 03/11/26 ------- $9.3540 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 96 04/29/24 04/29/26 ------- $9.8274 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 97 06/18/24 06/18/26 ------- $9.1646 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 98 07/25/24 07/24/26 ------- $9.3711 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 99 08/23/24 08/24/26 ------- $8.8682 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 71 01/03/24 01/02/26 ------- $10.2402 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 72 02/20/24 02/20/26 ------- $10.1215 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 73 04/04/24 04/02/26 ------- $9.9146 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 74 04/24/24 04/24/26 ------- $10.2823 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 75 06/07/24 06/08/26 ------- $9.7956 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 76 07/12/24 07/13/26 ------- $9.6239 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 77 08/07/24 08/07/26 ------- $9.7099 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 78 09/04/24 09/04/26 ------- $9.5679 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 79 10/04/24 10/05/26 ------- $9.2710 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 80 11/05/24 11/05/26 ------- $9.3260 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 81 12/04/24 12/04/26 ------- $9.2259 12/22/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 82 12/31/24 12/31/26 $9.8851 $9.6627 12/22/25 8.51% ---- ---- CUSIPS
Strategic Income Select Closed-End, 83 01/29/25 01/29/27 $9.7664 $9.5467 12/22/25 8.37% ---- ---- CUSIPS
Strategic Income Select Closed-End, 84 04/04/25 04/05/27 $11.5032 $11.2443 12/22/25 8.34% ---- ---- CUSIPS
Strategic Income Select Closed-End, 85 06/24/25 06/24/27 $10.0952 $9.8681 12/22/25 8.48% ---- ---- CUSIPS
Strategic Income Select Closed-End, 86 08/06/25 08/06/27 $9.8331 $9.6118 12/22/25 8.72% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 87 10/15/25 10/15/27 $9.7084 $9.4900 12/22/25 8.85% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

There is no guarantee the issuers of the securities included in the trust will declare dividends or distributions in the future. The historical 12-month distribution per unit and historical 12-month distribution rate of the securities included in the trust are for illustrative purposes only and are not indicative of the trust's distribution or distribution rate. The historical 12-month distribution per unit is based on the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio. The historical 12-month distribution rate is calculated by dividing the historical 12-month distributions by the trust's offering price. The historical 12-month distribution and rate are reduced to account for the effects of fees and expenses, which will be incurred when investing in a trust. Certain of the issuers may have reduced their dividends or distributions over the prior twelve months. The distribution per unit and rate paid by the trust may be higher or lower than the amount shown above due to certain factors that may include, but are not limited to, a change in the dividends or distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio. For trusts that include funds, distributions may include realized short term capital gains, realized long-term capital gains and/or return of capital. PLEASE NOTE: For trusts that hold preferred securities, the historical distribution rate is calculated using only the holdings that have 12 months of distribution history. Any holdings without a 12 month history of dividends were excluded from the calculation.

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, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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