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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 ------- $11.7228 10/27/25 ------- ---- ---- CUSIPS
Convertible & Income Select Closed-End and ETF, 14 10/08/24 10/08/26 ------- $10.9160 10/27/25 ------- ---- ---- CUSIPS
Convertible & Income Select Closed-End and ETF, 15 12/12/24 12/11/26 $10.3633 $10.1301 10/27/25 6.58% ---- ---- CUSIPS
Covered Call Select Closed-End, 100 03/08/24 03/09/26 ------- $10.6327 10/27/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 101 04/10/24 04/10/26 ------- $10.7996 10/27/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 102 05/17/24 05/18/26 ------- $10.6857 10/27/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 103 08/14/24 08/14/26 ------- $10.7845 10/27/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 104 09/11/24 09/11/26 ------- $10.6432 10/27/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 105 12/09/24 12/09/26 $10.1903 $9.9610 10/27/25 6.96% ---- ---- CUSIPS
Covered Call Select Closed-End, 106 03/07/25 03/08/27 $10.8348 $10.5910 10/27/25 6.91% ---- ---- CUSIPS
Covered Call Select Closed-End, 107 06/05/25 06/04/27 $10.7995 $10.5565 10/27/25 6.94% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 108 09/05/25 09/07/27 $10.1212 $9.8934 10/27/25 7.06% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 97 11/13/23 11/13/25 ------- $11.5221 10/27/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 98 12/18/23 12/18/25 ------- $10.9383 10/27/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 99 01/25/24 01/26/26 ------- $10.9134 10/27/25 ------- ---- ---- CUSIPS
Diversified Fixed Income ETF, 61 10/11/24 01/16/26 ------- $9.8279 10/27/25 ------- ---- ---- CUSIPS
Diversified Fixed Income ETF, 62 01/14/25 04/16/26 $10.1974 $10.0597 10/27/25 5.23% ---- ---- CUSIPS
Diversified Fixed Income ETF, 63 04/11/25 07/16/26 $10.3663 $10.2264 10/27/25 5.28% ---- ---- CUSIPS
Diversified Fixed Income ETF, 64 07/11/25 10/16/26 $10.0927 $9.9564 10/27/25 5.32% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 60 11/14/23 11/14/25 ------- $11.1950 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 61 01/03/24 01/02/26 ------- $10.2781 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 62 02/12/24 02/12/26 ------- $10.1952 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 63 03/14/24 03/13/26 ------- $9.9815 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 64 05/07/24 05/07/26 ------- $10.3285 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 65 06/26/24 06/26/26 ------- $10.1218 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 66 08/07/24 08/07/26 ------- $9.8909 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 67 09/17/24 09/17/26 ------- $9.7257 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 68 10/28/24 10/28/26 $9.8187 $9.5978 10/27/25 9.62% ---- ---- CUSIPS
Diversified High Income Closed-End, 69 12/11/24 12/11/26 $9.7551 $9.5356 10/27/25 9.75% ---- ---- CUSIPS
Diversified High Income Closed-End, 70 01/29/25 01/29/27 $9.9068 $9.6839 10/27/25 9.64% ---- ---- CUSIPS
Diversified High Income Closed-End, 71 04/04/25 04/05/27 $11.6127 $11.3515 10/27/25 10.06% ---- ---- CUSIPS
Diversified High Income Closed-End, 72 06/24/25 06/24/27 $10.1203 $9.8926 10/27/25 10.23% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 73 09/05/25 09/07/27 $9.8418 $9.6203 10/27/25 10.02% 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 ------- $9.9088 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income ETF, 2 09/19/24 09/18/26 ------- $9.5595 10/27/25 ------- ---- ---- CUSIPS
Diversified High Income ETF, 3 12/18/24 12/18/26 $10.0882 $9.8612 10/27/25 6.91% ---- ---- CUSIPS
Diversified High Income ETF, 4 03/18/25 03/18/27 $10.1653 $9.9365 10/27/25 7.00% ---- ---- CUSIPS
Diversified High Income ETF, 5 06/12/25 06/11/27 $10.1576 $9.9290 10/27/25 7.11% 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 ------- $11.1286 10/27/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 106 02/28/24 02/27/26 ------- $10.8874 10/27/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 107 03/22/24 03/23/26 ------- $10.6794 10/27/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 108 05/15/24 05/15/26 ------- $10.7792 10/27/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 109 06/12/24 06/12/26 ------- $10.5751 10/27/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 110 09/11/24 09/11/26 ------- $10.4225 10/27/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 111 10/17/24 10/16/26 ------- $10.1000 10/27/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 112 11/22/24 11/23/26 $10.0977 $9.8705 10/27/25 8.27% ---- ---- CUSIPS
Dividend & Income Select Closed-End, 113 01/29/25 01/29/27 $10.3902 $10.1564 10/27/25 8.07% ---- ---- CUSIPS
Dividend & Income Select Closed-End, 114 04/02/25 04/02/27 $11.0064 $10.7588 10/27/25 8.07% ---- ---- CUSIPS
Dividend & Income Select Closed-End, 115 06/17/25 06/17/27 $10.5889 $10.3507 10/27/25 8.07% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 10 11/03/22 12/01/25 ------- $3.3191 10/27/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 11 02/03/23 02/19/26 ------- $3.2851 10/27/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 12 05/03/23 08/20/26 ------- $3.2015 10/27/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 13 11/01/23 11/20/26 ------- $6.6061 10/27/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 14 02/01/24 02/18/27 ------- $6.6548 10/27/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 15 06/03/24 07/02/27 ------- $6.6750 10/27/25 ------- ---- ---- CUSIPS
FT 60/40 Target Income, 4 10/01/24 01/06/26 ------- $9.8887 10/27/25 ------- ---- ---- CUSIPS
FT 60/40 Target Income, 5 01/03/25 04/07/26 $10.1294 $9.9775 10/27/25 7.10% ---- ---- CUSIPS
FT 60/40 Target Income, 6 04/03/25 07/07/26 $10.9387 $10.7746 10/27/25 7.16% ---- ---- CUSIPS
FT 60/40 Target Income, 7 07/01/25 10/07/26 $10.2834 $10.1291 10/27/25 7.25% 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 $10.5561 $10.3978 10/27/25 8.63% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Diversified Target Income, 6 08/29/24 12/01/25 ------- $9.9929 10/27/25 ------- ---- ---- CUSIPS
FT Diversified Target Income, 7 11/21/24 02/23/26 $9.6022 $9.4581 10/27/25 8.63% ---- ---- CUSIPS
FT Diversified Target Income, 8 01/23/25 04/23/26 $9.8655 $9.7175 10/27/25 8.61% ---- ---- CUSIPS
FT Diversified Target Income, 9 04/23/25 07/23/26 $11.2449 $11.0763 10/27/25 8.62% ---- ---- CUSIPS
FT High Income Model, 1st Qtr 2025 12/30/24 04/07/26 $10.3441 $10.1890 10/27/25 4.32% ---- ---- CUSIPS
FT High Income Model, 2nd Qtr 2025 03/28/25 07/07/26 $10.2762 $10.1220 10/27/25 4.41% ---- ---- CUSIPS
FT High Income Model, 3rd Qtr 2025 06/27/25 10/07/26 $10.1889 $10.0361 10/27/25 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 ------- $9.8109 10/27/25 ------- ---- ---- CUSIPS
FT Income, 26 09/25/24 12/26/25 ------- $10.2015 10/27/25 ------- ---- ---- CUSIPS
FT Income, 27 12/18/24 03/18/26 $10.6723 $10.5123 10/27/25 3.85% ---- ---- CUSIPS
FT Income, 28 03/18/25 06/18/26 $10.4151 $10.2589 10/27/25 3.74% ---- ---- CUSIPS
FT Income, 29 06/12/25 09/14/26 $10.2897 $10.1353 10/27/25 3.81% 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 $10.1726 $10.0200 10/27/25 4.22% ---- ---- CUSIPS
FT Short Duration Fixed Income Model, 2nd Qtr 2025 03/28/25 07/07/26 $10.1500 $9.9978 10/27/25 4.27% ---- ---- CUSIPS
FT Short Duration Fixed Income Model, 3rd Qtr 2025 06/27/25 10/07/26 $10.0760 $9.9249 10/27/25 4.34% 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 ------- $9.8671 10/27/25 ------- ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 15 09/27/24 01/06/26 ------- $9.8174 10/27/25 ------- ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 16 12/30/24 04/07/26 $10.2831 $10.1289 10/27/25 4.88% ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 17 03/28/25 07/07/26 $10.2787 $10.1245 10/27/25 4.89% ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 18 06/27/25 10/07/26 $10.1595 $10.0071 10/27/25 5.01% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Bond Income Closed-End, 46 11/08/23 11/07/25 ------- $10.8684 10/27/25 ------- ---- ---- CUSIPS
Global Bond Income Closed-End, 47 01/17/24 01/16/26 ------- $10.1560 10/27/25 ------- ---- ---- CUSIPS
Global Bond Income Closed-End, 48 02/28/24 02/27/26 ------- $10.0549 10/27/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 107 12/20/23 12/19/25 ------- $9.9312 10/27/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 108 02/09/24 02/09/26 ------- $8.7105 10/27/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 109 04/10/24 04/10/26 ------- $8.9894 10/27/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 110 06/24/24 06/24/26 ------- $9.2600 10/27/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 111 08/02/24 08/03/26 ------- $9.0641 10/27/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 112 09/26/24 09/25/26 ------- $8.5453 10/27/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 113 11/08/24 11/09/26 $8.8293 $8.6307 10/27/25 8.86% ---- ---- CUSIPS
High-Yield Income Closed-End, 114 12/06/24 12/07/26 $8.9487 $8.7473 10/27/25 8.96% ---- ---- CUSIPS
High-Yield Income Closed-End, 115 01/07/25 01/07/27 $9.8053 $9.5847 10/27/25 9.12% ---- ---- CUSIPS
High-Yield Income Closed-End, 116 01/30/25 01/29/27 $9.7089 $9.4904 10/27/25 9.29% ---- ---- CUSIPS
High-Yield Income Closed-End, 117 02/19/25 02/19/27 $9.2594 $9.0510 10/27/25 9.13% ---- ---- CUSIPS
High-Yield Income Closed-End, 118 03/31/25 03/31/27 $9.7844 $9.5642 10/27/25 9.66% ---- ---- CUSIPS
High-Yield Income Closed-End, 119 05/19/25 05/19/27 $9.8801 $9.6578 10/27/25 9.49% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High-Yield Income Closed-End, 120 07/30/25 07/30/27 $9.6343 $9.4175 10/27/25 10.11% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Limited Duration Fixed Income ETF, 54 12/13/23 12/12/25 ------- $9.9509 10/27/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 55 01/29/24 01/29/26 ------- $9.9085 10/27/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 56 03/05/24 03/05/26 ------- $9.8019 10/27/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 57 04/18/24 04/17/26 ------- $9.9826 10/27/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 58 05/29/24 05/29/26 ------- $9.8708 10/27/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 59 07/10/24 07/10/26 ------- $9.8050 10/27/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 60 08/20/24 08/20/26 ------- $9.7107 10/27/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 61 10/01/24 10/01/26 ------- $9.6763 10/27/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 62 11/21/24 11/20/26 $9.9347 $9.7112 10/27/25 5.34% ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 63 01/16/25 01/15/27 $9.9921 $9.7673 10/27/25 5.32% ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 64 04/03/25 04/02/27 $10.1572 $9.9286 10/27/25 5.38% ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 65 07/01/25 07/01/27 $9.9508 $9.7269 10/27/25 5.51% 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 ------- $9.7100 10/27/25 ------- ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 13 01/03/25 04/06/26 $9.8750 $9.7417 10/27/25 5.74% ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 14 03/20/25 06/22/26 $9.9487 $9.8144 10/27/25 5.67% ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 15 06/12/25 09/14/26 $9.9217 $9.7878 10/27/25 5.71% 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 ------- $8.9626 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 101 10/25/24 10/26/26 ------- $9.0005 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 102 12/11/24 12/11/26 $9.5328 $9.3183 10/27/25 8.48% ---- ---- CUSIPS
Strategic Income Closed-End, 103 01/30/25 01/29/27 $9.8120 $9.5912 10/27/25 8.31% ---- ---- CUSIPS
Strategic Income Closed-End, 104 03/03/25 03/03/27 $9.7336 $9.5146 10/27/25 8.64% ---- ---- CUSIPS
Strategic Income Closed-End, 105 05/02/25 05/03/27 $10.0060 $9.7809 10/27/25 8.80% ---- ---- CUSIPS
Strategic Income Closed-End, 106 06/11/25 06/11/27 $9.7656 $9.5459 10/27/25 8.98% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 107 08/06/25 08/06/27 $9.6133 $9.3970 10/27/25 9.49% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 93 12/06/23 12/05/25 ------- $10.0434 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 94 02/02/24 02/02/26 ------- $9.6227 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 95 03/11/24 03/11/26 ------- $9.5932 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 96 04/29/24 04/29/26 ------- $10.0212 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 97 06/18/24 06/18/26 ------- $9.3981 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 98 07/25/24 07/24/26 ------- $9.5866 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 99 08/23/24 08/24/26 ------- $9.0586 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 70 11/20/23 11/20/25 ------- $10.7406 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 71 01/03/24 01/02/26 ------- $10.6894 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 72 02/20/24 02/20/26 ------- $10.4838 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 73 04/04/24 04/02/26 ------- $10.2601 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 74 04/24/24 04/24/26 ------- $10.6357 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 75 06/07/24 06/08/26 ------- $10.1233 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 76 07/12/24 07/13/26 ------- $9.9431 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 77 08/07/24 08/07/26 ------- $10.0219 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 78 09/04/24 09/04/26 ------- $9.8759 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 79 10/04/24 10/05/26 ------- $9.6116 10/27/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 80 11/05/24 11/05/26 $9.9014 $9.6786 10/27/25 8.35% ---- ---- CUSIPS
Strategic Income Select Closed-End, 81 12/04/24 12/04/26 $9.7721 $9.5523 10/27/25 8.40% ---- ---- CUSIPS
Strategic Income Select Closed-End, 82 12/31/24 12/31/26 $10.2729 $10.0418 10/27/25 8.31% ---- ---- CUSIPS
Strategic Income Select Closed-End, 83 01/29/25 01/29/27 $10.1270 $9.8992 10/27/25 8.15% ---- ---- CUSIPS
Strategic Income Select Closed-End, 84 04/04/25 04/05/27 $11.8067 $11.5410 10/27/25 8.25% ---- ---- CUSIPS
Strategic Income Select Closed-End, 85 06/24/25 06/24/27 $10.2921 $10.0605 10/27/25 8.52% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 86 08/06/25 08/06/27 $10.0222 $9.7967 10/27/25 8.74% 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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