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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 $10.0418 $9.9060 01/19/18 $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 $10.0572 $9.9211 01/19/18 $0.2225 $0.2215 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 $10.0768 $9.9404 01/19/18 $0.1892 $0.1884 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 26 12/21/17 12/20/19 $10.2809 $10.0482 01/19/18 $0.6430 $0.6384 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 $10.5373 $10.2975 01/19/18 $0.3200 $0.3194 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 3 12/29/17 03/29/19 $10.2405 $10.1011 01/19/18 $0.4915 $0.4891 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 73 11/28/17 12/02/19 $10.2856 $10.0527 01/19/18 $0.4774 $0.4755 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 60 01/17/18 01/17/23 $9.9838 $9.6394 01/19/18 $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 $10.5628 $10.4174 01/19/18 $0.1114 $0.1113 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 $10.0382 $9.8121 01/19/18 $0.8558 $0.8525 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, January 2018 01/18/18 04/18/19 $10.0327 $9.8971 01/19/18 $0.1497 $0.1487 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 $9.9991 $9.8641 01/19/18 $0.7396 $0.7360 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 36 01/18/18 01/21/20 $10.0298 $9.8039 01/19/18 $0.1805 $0.1788 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 $10.5483 $10.3082 01/19/18 $0.3756 $0.3754 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 $10.7272 $10.5788 01/19/18 $0.5443 $0.5427 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 38 10/27/17 01/28/19 $10.4472 $10.3039 01/19/18 $0.4794 $0.4789 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 $10.4774 $10.2393 01/19/18 $0.3135 $0.3135 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 $10.3673 $10.1322 01/19/18 $0.3672 $0.3664 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 $9.9835 $9.8488 01/19/18 $0.6622 $0.6590 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 72 01/19/18 01/21/20 $10.0000 $9.7750 01/19/18 $0.6320 $0.6258 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 $9.9937 $9.7688 01/19/18 $0.7581 $0.7552 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 3 12/01/17 03/01/19 $10.2339 $10.0946 01/19/18 $0.6266 $0.6248 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 50 11/08/17 11/08/19 $10.3516 $10.1169 01/19/18 $0.6039 $0.6028 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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