Home   Logon   Mobile Site   Research and Commentary   About Us   Call 1.800.621.1675 or Email Us       Follow Us: 

Search by Ticker, Keyword or CUSIP       
 
 
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 Equity Income 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
Automated Quantitative Analysis, 17 09/14/18 09/14/20 $8.3332 $8.1540 12/10/18 $0.0783 $0.0781 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Brookmont Equity Dividend, 17 10/10/18 01/10/20 $9.5443 $9.4178 12/10/18 $0.2458 $0.2452 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 68 12/03/18 12/03/20 $9.5435 $9.3311 12/10/18 $0.7850 $0.7779 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend Opportunity, 6 10/10/18 01/10/20 $9.5419 $9.4154 12/10/18 $0.4392 $0.4382 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend, 21 11/07/18 11/06/20 $9.2570 $9.0525 12/10/18 $0.4207 $0.4180 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified Income & Growth, Winter 2018 11/09/18 11/10/23 $9.7555 $9.4202 12/10/18 $0.2135 $0.2115 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend & Income Select Closed-End, 71 11/02/18 11/02/20 $9.3820 $9.1740 12/10/18 $0.8527 $0.8472 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength Opportunity, 7 12/07/18 03/09/20 $9.9828 $9.8482 12/10/18 $0.2485 $0.2469 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength, 42 10/24/18 10/23/20 $9.7962 $9.5768 12/10/18 $0.2736 $0.2719 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dorsey Wright Relative Strength Dividend, 33 12/07/18 03/09/20 $9.9862 $9.8514 12/10/18 $0.2577 $0.2559 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target 10, December 2018 12/10/18 01/09/20 $10.0000 $9.8650 12/10/18 $0.3214 $0.3205 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target 5, 4th Qtr 2018 10/10/18 01/09/20 $10.5160 $10.3715 12/10/18 $0.3109 $0.3100 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target Dividend, 4th Qtr 2018 10/10/18 01/09/20 $9.3691 $9.2457 12/10/18 $0.3789 $0.3778 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Opportunity, 6 10/26/18 01/27/20 $9.8806 $9.7478 12/10/18 $0.3245 $0.3231 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Select, 59 11/07/18 11/06/20 $9.4012 $9.1927 12/10/18 $0.3108 $0.3088 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
European Deep Value Dividend, 21 10/24/18 10/23/20 $9.3766 $9.1687 12/10/18 $0.4013 $0.3988 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
European Target High Quality Dividend, 4th Qtr 2018 10/10/18 01/09/20 $8.4286 $8.3227 12/10/18 $0.2314 $0.2307 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Deep Value Dividend, 20 09/21/18 12/23/19 $8.7671 $8.6549 12/10/18 $0.4000 $0.3991 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Dividend, 57 11/14/18 11/13/20 $9.6840 $9.4676 12/10/18 $0.3519 $0.3494 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Equity Income Closed-End, 61 10/12/18 10/13/20 $9.0709 $8.8715 12/10/18 $0.8652 $0.8619 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Target 15, 4th Qtr 2018 10/10/18 01/09/20 $9.9147 $9.7812 12/10/18 $0.4342 $0.4329 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity Opportunity, 6 10/12/18 01/13/20 $9.4811 $9.3557 12/10/18 $0.3636 $0.3628 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity, 38 11/02/18 11/02/20 $9.7031 $9.4863 12/10/18 $0.3472 $0.3450 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Dividend Equity Allocation (IDEA), 18 10/12/18 10/13/20 $9.9056 $9.6832 12/10/18 $0.2040 $0.2030 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
International High Dividend Equity, 35 09/21/18 09/21/20 $8.4348 $8.2528 12/10/18 $0.3618 $0.3597 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End Fund and Energy, 61 10/03/18 10/02/20 $8.1456 $7.9716 12/10/18 $0.6559 $0.6533 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End, 23 10/24/18 10/23/20 $8.5743 $8.3885 12/10/18 $0.9961 $0.9897 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Nasdaq Factor Dogs Opportunity, 5 11/07/18 02/07/20 $8.8905 $8.7760 12/10/18 $0.0405 $0.0403 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Nasdaq® Dividend Achievers 25, 13 09/26/18 12/26/19 $9.0398 $8.9226 12/10/18 $0.2445 $0.2439 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Preferred Income Opportunity, 11 10/19/18 01/21/20 $9.6023 $9.4747 12/10/18 $0.5370 $0.5354 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Preferred Income, 96 09/19/18 09/18/20 $9.0466 $8.8478 12/10/18 $0.5035 $0.5025 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Global Dividend Kings®, 28 09/26/18 09/25/20 $9.1839 $8.9814 12/10/18 $0.4251 $0.4235 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Quality Income, 31 10/10/18 01/10/20 $9.9084 $9.7751 12/10/18 $0.3410 $0.3398 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Target 25, 4th Qtr 2018 10/10/18 01/09/20 $9.4035 $9.2795 12/10/18 $0.2378 $0.2371 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P International Dividend Aristocrats, 4th Qtr 2018 10/16/18 01/16/20 $9.4854 $9.3599 12/10/18 $0.2943 $0.2934 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Dividend Opportunity, 3 10/22/18 01/22/20 $9.4866 $9.3611 12/10/18 $0.4401 $0.4382 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Dividend, 25 10/22/18 10/22/20 $9.4186 $9.2096 12/10/18 $0.4345 $0.4316 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Select DSIP, 4th Qtr 2018 10/16/18 01/17/20 $9.7875 $9.6564 12/10/18 $0.2113 $0.2107 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
SMid High Dividend, 32 11/14/18 11/13/20 $9.5845 $9.3709 12/10/18 $0.3443 $0.3419 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Stonebridge Preferred Income, 20 10/05/18 10/05/20 $9.5964 $9.3825 12/10/18 $0.5600 $0.5578 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Diversified Dividend, 4th Qtr 2018 10/10/18 01/09/20 $9.1197 $9.0009 12/10/18 $0.3823 $0.3812 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Diversified Global Allocation, 4th Qtr 2018 10/10/18 01/09/20 $9.3819 $9.2583 12/10/18 $0.3214 $0.3205 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Dividend Blend, 4th Qtr 2018 10/10/18 01/09/20 $9.3354 $9.2127 12/10/18 $0.4282 $0.4269 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Global Dividend Leaders, 4th Qtr 2018 10/10/18 01/09/20 $9.4305 $9.3060 12/10/18 $0.5341 $0.5326 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target High Quality Dividend, 4th Qtr 2018 10/10/18 01/09/20 $9.2190 $9.0984 12/10/18 $0.3197 $0.3188 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Dividend, 28 10/31/18 10/30/20 $9.7511 $9.5330 12/10/18 $0.2362 $0.2347 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 29 11/29/18 11/30/20 $9.6073 $9.3931 12/10/18 $0.9172 $0.9089 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Utilities Select, 49 11/16/18 11/16/20 $10.2099 $9.9792 12/10/18 $0.2766 $0.2746 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

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

Available Primary Taxable Income 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
Diversified Fixed Income ETF, 36 10/11/18 01/16/20 $9.8606 $9.7282 12/10/18 $0.3689 $0.3678 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Income, 1 11/15/18 02/18/20 $9.7917 $9.6549 12/10/18 $0.4211 $0.4193 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Bond Income Closed-End, 30 09/26/18 09/25/20 $9.2971 $9.0914 12/10/18 $0.7222 $0.7180 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Income Model, 2 09/28/18 12/30/19 $9.7563 $9.6200 12/10/18 $0.3444 $0.3436 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High-Yield Income Closed-End, 83 10/19/18 10/19/20 $9.5149 $9.3032 12/10/18 $0.7626 $0.7597 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Limited Duration Fixed Income ETF, 27 11/27/18 11/27/20 $9.9731 $9.7488 12/10/18 $0.4211 $0.4173 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan & Limited Duration Closed-End, 85 11/28/18 11/27/20 $9.8639 $9.6426 12/10/18 $0.8025 $0.7954 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan & Limited Duration Opportunities Closed-End, 59 11/13/18 02/13/20 $9.5770 $9.4498 12/10/18 $0.7956 $0.7918 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan Closed-End and ETF, 24 10/23/18 10/23/20 $9.5862 $9.3726 12/10/18 $0.5343 $0.5308 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan Select Closed-End, 35 11/29/18 11/30/20 $9.8605 $9.6394 12/10/18 $0.6433 $0.6374 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 69 11/27/18 11/27/20 $9.9853 $9.7607 12/10/18 $0.8235 $0.8160 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

Available Primary Taxable Fixed-Income 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
Offer
Price
Net Asset
Value
Price
Date
Par
Value
ECRELTRFact
Sheet
ProspectusCUSIPS
Corporate High Income, 26 (Closed) 04/24/18 $1002.6300 $977.7700 12/10/18 $1000.0000 4.31%(m) 4.30%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Corporate Investment Grade Laddered, 6 (Closed) 10/25/18 $1064.6700 $1038.2600 12/10/18 $1000.0000 4.14%(m) 3.36%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Corporate Investment Grade, 3-7 Year, 6 12/06/18 $1017.7600 $998.0700 12/10/18 $1000.0000 3.65%(m) 3.33%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

Available Primary Taxfree Income 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
California Municipal Income Select Closed-End, 69 10/24/18 10/23/20 $10.2483 $10.0164 12/10/18 $0.4406 $0.4380 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Advantage Closed-End and ETF, 51 12/06/18 12/07/20 $10.0006 $9.7756 12/10/18 $0.3241 $0.3209 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income Closed-End, 74 08/03/18 08/03/23 $9.5755 $9.2472 12/10/18 $0.4733 $0.4725 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income Opportunities Closed-End, 51 11/01/18 02/03/20 $10.3125 $10.1717 12/10/18 $0.5249 $0.5227 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income Select, Closed-End, 98 10/17/18 10/16/20 $10.2387 $10.0071 12/10/18 $0.5091 $0.5068 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
New York Municipal Income Select Closed-End, 50 11/21/18 11/20/20 $10.2202 $9.9891 12/10/18 $0.4354 $0.4314 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax-Advantaged Municipal Closed-End, 54 06/20/18 06/19/20 $9.6369 $9.4219 12/10/18 $0.4486 $0.4486 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

Available Primary Taxfree Fixed-Income 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
Offer
Price
Net Asset
Value
Price
Date
Par
Value
ECRELTRFact
Sheet
ProspectusCUSIPS
California Municipal Income, 15 04/19/18 $1049.9900 $1013.5200 12/10/18 $1000.0000 3.50%(m) 3.31%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax Exempt Municipal Income, 304 (Closed) 10/30/18 $1057.6600 $1020.9200 12/10/18 $1000.0000 3.61%(m) 3.40%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax Exempt Municipal Income, Intermediate, 37 10/23/18 $1157.5800 $1128.8400 12/10/18 $1000.0000 3.78%(m) 2.25%(m) 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.
Home |  Important Legal Information |  Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2018 All rights reserved.