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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, 1st Qtr 2018 01/16/18 04/17/19 $10.0226 $9.8872 01/18/18 $0.2720 $0.2702 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 1st Qtr 2018 01/11/18 04/16/19 $10.0264 $9.8909 01/18/18 $0.2323 $0.2308 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 1st Qtr 2018 01/11/18 04/16/19 $10.0341 $9.8985 01/18/18 $0.2005 $0.1992 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 26 12/21/17 12/20/19 $10.1979 $9.9675 01/18/18 $0.6441 $0.6383 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF Opportunity, 2 10/19/17 01/22/19 $10.4837 $10.3398 01/18/18 $0.3231 $0.3227 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 29 11/07/17 11/07/19 $10.5229 $10.2836 01/18/18 $0.3215 $0.3202 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 3 12/29/17 03/29/19 $10.2262 $10.0870 01/18/18 $0.4924 $0.4895 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 73 11/28/17 12/02/19 $10.2627 $10.0305 01/18/18 $0.4784 $0.4757 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 60 01/17/18 01/17/23 $9.9702 $9.6263 01/18/18 $0.4468 $0.4406 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 36 12/06/17 01/23/19 $10.5117 $10.3672 01/18/18 $0.1115 $0.1113 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 $9.6927 $9.4761 01/18/18 $0.6111 $0.6111 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 30 12/13/17 12/13/19 $9.9925 $9.7677 01/18/18 $0.8581 $0.8532 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 1st Qtr 2018 01/10/18 04/09/19 $9.9681 $9.8337 01/18/18 $0.7416 $0.7366 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 $10.4932 $10.2546 01/18/18 $0.3768 $0.3761 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 3 11/29/17 03/01/19 $10.6509 $10.5039 01/18/18 $0.5452 $0.5429 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 115 12/18/17 12/18/19 $10.2606 $10.0284 01/18/18 $0.5089 $0.5059 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 38 10/27/17 01/28/19 $10.4213 $10.2785 01/18/18 $0.4793 $0.4782 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 $10.4485 $10.2112 01/18/18 $0.3130 $0.3130 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 16 10/24/17 10/24/19 $10.3228 $10.0889 01/18/18 $0.3675 $0.3661 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 4 01/03/18 04/03/19 $9.9680 $9.8336 01/18/18 $0.6644 $0.6604 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 71 12/15/17 12/16/19 $9.9797 $9.7553 01/18/18 $0.6764 $0.6725 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 32 12/01/17 12/02/19 $9.9582 $9.7344 01/18/18 $0.7598 $0.7554 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 3 12/01/17 03/01/19 $10.1916 $10.0531 01/18/18 $0.6276 $0.6250 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 50 11/08/17 11/08/19 $10.3096 $10.0761 01/18/18 $0.6045 $0.6022 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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