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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
40/60 Strategic Allocation, 2nd Qtr 2018 04/12/18 07/17/19 $9.9832 $9.8486 04/20/18 $0.2781 $0.2762 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 2nd Qtr 2018 04/10/18 07/16/19 $9.9831 $9.8484 04/20/18 $0.2440 $0.2425 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2018 04/10/18 07/16/19 $9.9922 $9.8574 04/20/18 $0.2177 $0.2163 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 27 03/21/18 03/20/20 $10.0717 $9.8447 04/20/18 $0.6937 $0.6874 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF Opportunity, 4 04/19/18 07/19/19 $9.9608 $9.8266 04/20/18 $0.3464 $0.3441 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 31 04/19/18 04/20/20 $9.9596 $9.7357 04/20/18 $0.3445 $0.3413 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 4 03/28/18 06/28/19 $10.0637 $9.9275 04/20/18 $0.5154 $0.5123 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 75 03/23/18 03/23/20 $10.0419 $9.8157 04/20/18 $0.5067 $0.5022 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 61 03/23/18 03/23/23 $10.0873 $9.7389 04/20/18 $0.5063 $0.4995 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 38 03/15/18 01/22/20 $9.8565 $9.6354 04/20/18 $0.1218 $0.1210 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 34 04/20/18 04/20/20 $10.0000 $9.7750 04/20/18 $0.6712 $0.6646 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 32 04/03/18 04/03/20 $10.0627 $9.8360 04/20/18 $0.8141 $0.8067 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, April 2018 04/17/18 07/17/19 $9.9306 $9.7968 04/20/18 $0.1639 $0.1628 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 2nd Qtr 2018 04/10/18 07/09/19 $9.9611 $9.8268 04/20/18 $0.7597 $0.7546 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 37 04/17/18 04/17/20 $10.0725 $9.8455 04/20/18 $0.2049 $0.2029 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 20 04/05/18 04/06/20 $9.9620 $9.7381 04/20/18 $0.3600 $0.3567 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 4 02/27/18 05/28/19 $9.7266 $9.5966 04/20/18 $0.5479 $0.5456 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 117 03/12/18 03/12/20 $9.6432 $9.4281 04/20/18 $0.5377 $0.5346 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 39 01/24/18 04/24/19 $9.1390 $9.0200 04/20/18 $0.4619 $0.4608 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 13 01/25/18 01/24/20 $9.4447 $9.2350 04/20/18 $0.3230 $0.3211 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 18 04/17/18 04/17/20 $9.9023 $9.6800 04/20/18 $0.3835 $0.3798 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 6 04/13/18 07/15/19 $9.9058 $9.7726 04/20/18 $0.6249 $0.6207 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 74 04/03/18 04/03/20 $9.9957 $9.7708 04/20/18 $0.6468 $0.6409 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 34 04/11/18 04/13/20 $9.8839 $9.6621 04/20/18 $0.7137 $0.7067 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 4 03/01/18 06/03/19 $10.1858 $10.0474 04/20/18 $0.6515 $0.6488 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 51 02/05/18 02/05/20 $10.1798 $9.9498 04/20/18 $0.6265 $0.6241 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.
First Trust Advisors L.P.
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