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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, 4th Qtr 2018 10/11/18 01/16/20 $10.0407 $9.9050 10/19/18 $0.3013 $0.2992 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 4th Qtr 2018 10/11/18 01/16/20 $9.9926 $9.8578 10/19/18 $0.2610 $0.2594 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 4th Qtr 2018 10/11/18 01/16/20 $10.0043 $9.8692 10/19/18 $0.2305 $0.2291 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 30 10/19/18 10/19/20 $10.0000 $9.7750 10/19/18 $0.6586 $0.6522 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF Opportunity, 6 09/18/18 12/18/19 $9.6275 $9.4994 10/19/18 $0.3704 $0.3686 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 33 09/06/18 09/08/20 $9.6929 $9.4764 10/19/18 $0.3633 $0.3612 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 6 09/21/18 12/23/19 $9.4717 $9.3465 10/19/18 $0.4925 $0.4903 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 78 10/12/18 10/13/20 $9.9060 $9.6836 10/19/18 $0.4967 $0.4919 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 63 08/17/18 08/17/23 $9.5467 $9.2196 10/19/18 $0.4998 $0.4968 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 41 09/19/18 01/22/20 $9.5878 $9.4604 10/19/18 $0.1352 $0.1346 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 35 09/13/18 09/14/20 $9.4105 $9.2018 10/19/18 $0.6148 $0.6108 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 34 10/01/18 10/01/20 $9.4535 $9.2435 10/19/18 $0.8300 $0.8225 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, October 2018 10/16/18 01/16/20 $9.8344 $9.7025 10/19/18 $0.1898 $0.1886 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 4th Qtr 2018 10/10/18 01/09/20 $9.9264 $9.7928 10/19/18 $0.7711 $0.7659 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 39 10/16/18 10/16/20 $9.8296 $9.6093 10/19/18 $0.2519 $0.2495 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 22 09/25/18 09/25/20 $9.4754 $9.2648 10/19/18 $0.3536 $0.3504 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 8 10/19/18 01/21/20 $10.0000 $9.8650 10/19/18 $0.5621 $0.5583 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 120 10/03/18 10/02/20 $9.3514 $9.1442 10/19/18 $0.5314 $0.5267 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 42 10/17/18 01/17/20 $9.9325 $9.7987 10/19/18 $0.5290 $0.5255 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 15 08/30/18 08/31/20 $9.4624 $9.2522 10/19/18 $0.3189 $0.3168 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 2 09/19/18 01/22/20 $9.5992 $9.4717 10/19/18 $0.2322 $0.2310 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 20 09/25/18 09/25/20 $9.5353 $9.3231 10/19/18 $0.4016 $0.3979 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 10 10/12/18 01/13/20 $9.9918 $9.8569 10/19/18 $0.6843 $0.6798 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 79 10/19/18 10/19/20 $10.0000 $9.7750 10/19/18 $0.7022 $0.6953 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 36 09/13/18 09/14/20 $9.4310 $9.2217 10/19/18 $0.7640 $0.7591 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 7 10/19/18 01/21/20 $10.0000 $9.8650 10/19/18 $0.6467 $0.6424 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 54 09/17/18 09/17/20 $9.4146 $9.2057 10/19/18 $0.6045 $0.6003 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.
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First Trust Advisors L.P.
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