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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, 3rd Qtr 2018 07/12/18 10/17/19 $10.0570 $9.9209 08/17/18 $0.3027 $0.3014 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 3rd Qtr 2018 07/10/18 10/16/19 $10.0983 $9.9615 08/17/18 $0.2665 $0.2655 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 3rd Qtr 2018 07/10/18 10/16/19 $10.1417 $10.0040 08/17/18 $0.2388 $0.2379 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 28 06/20/18 06/19/20 $10.2386 $10.0070 08/17/18 $0.6505 $0.6480 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF Opportunity, 5 07/17/18 10/17/19 $10.0949 $9.9582 08/17/18 $0.3707 $0.3689 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 32 06/28/18 06/29/20 $10.0657 $9.8389 08/17/18 $0.3603 $0.3582 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 5 06/25/18 09/25/19 $10.0702 $9.9339 08/17/18 $0.5058 $0.5038 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 76 06/15/18 06/15/20 $10.0914 $9.8639 08/17/18 $0.4942 $0.4923 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 63 08/17/18 08/17/23 $10.0000 $9.6550 08/17/18 $0.5099 $0.5028 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 40 07/18/18 01/22/20 $10.0084 $9.8733 08/17/18 $0.1293 $0.1287 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 $10.1324 $9.9038 08/17/18 $0.6470 $0.6457 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 33 07/02/18 07/02/20 $10.1002 $9.8724 08/17/18 $0.8466 $0.8412 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, July 2018 07/12/18 10/11/19 $9.9921 $9.8572 08/17/18 $0.1818 $0.1811 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 3rd Qtr 2018 07/10/18 10/09/19 $10.0452 $9.9094 08/17/18 $0.7491 $0.7460 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 38 07/12/18 07/10/20 $9.7147 $9.4976 08/17/18 $0.2356 $0.2341 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 21 06/28/18 06/29/20 $10.3107 $10.0771 08/17/18 $0.3823 $0.3798 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 6 08/01/18 11/01/19 $10.1088 $9.9718 08/17/18 $0.5367 $0.5335 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 119 07/13/18 07/13/20 $10.2480 $10.0162 08/17/18 $0.5403 $0.5365 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 41 07/20/18 10/21/19 $10.1664 $10.0284 08/17/18 $0.5021 $0.4997 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 14 06/12/18 06/12/20 $10.0625 $9.8357 08/17/18 $0.3294 $0.3281 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 1 06/14/18 01/22/20 $10.2940 $10.1536 08/17/18 $0.2343 $0.2336 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 19 06/28/18 06/29/20 $10.1820 $9.9520 08/17/18 $0.4050 $0.4024 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 8 07/16/18 10/16/19 $9.9381 $9.8042 08/17/18 $0.6614 $0.6582 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 77 08/13/18 08/13/20 $9.9437 $9.7202 08/17/18 $0.6585 $0.6521 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 35 07/11/18 07/10/20 $9.9991 $9.7741 08/17/18 $0.7865 $0.7814 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 5 05/30/18 08/30/19 $9.9874 $9.8526 08/17/18 $0.6204 $0.6190 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 53 06/20/18 06/19/20 $9.9841 $9.7595 08/17/18 $0.6131 $0.6103 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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