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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 $9.8006 $9.6693 12/10/18 $0.2989 $0.2980 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 $9.6928 $9.5634 12/10/18 $0.2599 $0.2592 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 $9.6531 $9.5245 12/10/18 $0.2315 $0.2309 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 $9.2882 $9.1664 12/10/18 $0.3691 $0.3687 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 34 11/08/18 11/09/20 $9.6215 $9.4069 12/10/18 $0.3632 $0.3609 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 8 12/07/18 03/09/20 $9.9764 $9.8418 12/10/18 $0.5531 $0.5494 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 79 11/19/18 11/19/20 $9.8382 $9.6176 12/10/18 $0.5513 $0.5473 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 64 11/01/18 11/01/23 $9.6368 $9.3061 12/10/18 $0.5359 $0.5308 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 42 11/13/18 01/22/20 $9.8174 $9.6857 12/10/18 $0.1614 $0.1607 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 36 11/16/18 11/16/20 $9.8300 $9.6097 12/10/18 $0.7145 $0.7093 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 $8.7604 $8.5695 12/10/18 $0.8185 $0.8136 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 $9.3321 $9.2095 12/10/18 $0.1851 $0.1846 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 $9.2955 $9.1735 12/10/18 $0.7710 $0.7686 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 39 10/16/18 10/16/20 $9.1500 $8.9484 12/10/18 $0.2470 $0.2459 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 $9.0388 $8.8402 12/10/18 $0.3562 $0.3548 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 9 12/04/18 03/04/20 $9.7521 $9.6217 12/10/18 $0.5881 $0.5841 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 121 11/27/18 11/27/20 $9.8435 $9.6228 12/10/18 $0.6116 $0.6061 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
January Effect, 8 12/03/18 12/02/20 $9.7789 $9.5600 12/10/18 $0.8369 $0.8337 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 42 10/17/18 01/17/20 $9.2543 $9.1331 12/10/18 $0.5285 $0.5269 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 16 11/15/18 11/16/20 $9.8915 $9.6695 12/10/18 $0.3375 $0.3351 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 3 11/13/18 01/22/20 $9.7295 $9.5995 12/10/18 $0.2459 $0.2448 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 21 11/27/18 11/27/20 $9.7235 $9.5061 12/10/18 $0.4542 $0.4501 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 11 11/29/18 03/02/20 $9.7172 $9.5874 12/10/18 $0.7639 $0.7594 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 $9.4798 $9.2691 12/10/18 $0.7087 $0.7060 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 $8.8826 $8.6883 12/10/18 $0.7571 $0.7556 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 7 10/19/18 01/21/20 $9.4947 $9.3691 12/10/18 $0.6459 $0.6444 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 54 09/17/18 09/17/20 $8.8839 $8.6895 12/10/18 $0.6052 $0.6040 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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