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Secondary Taxable Income Portfolios [ View Available Primary Trusts ]
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Portfolio Name Initial
Offer
Date
Termination
Date
Offer
Price
Net Asset
Value
Price
Date
Historical 12-Month Distribution Rate of Trust HoldingsFact
Sheet
ProspectusCUSIPS
Convertible & Income Select Closed-End and ETF, 13 04/18/24 04/17/26 ------- $11.5734 12/10/25 ------- ---- ---- CUSIPS
Convertible & Income Select Closed-End and ETF, 14 10/08/24 10/08/26 ------- $10.8078 12/10/25 ------- ---- ---- CUSIPS
Convertible & Income Select Closed-End and ETF, 15 12/12/24 12/11/26 $10.2053 $9.9757 12/10/25 6.68% ---- ---- CUSIPS
Convertible & Income Select Closed-End and ETF, 16 06/04/25 06/04/27 $10.9334 $10.6874 12/10/25 6.98% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 100 03/08/24 03/09/26 ------- $10.2462 12/10/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 101 04/10/24 04/10/26 ------- $10.3817 12/10/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 102 05/17/24 05/18/26 ------- $10.2537 12/10/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 103 08/14/24 08/14/26 ------- $10.3526 12/10/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 104 09/11/24 09/11/26 ------- $10.1854 12/10/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 105 12/09/24 12/09/26 ------- $9.5841 12/10/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 106 03/07/25 03/08/27 $10.5178 $10.2812 12/10/25 7.90% ---- ---- CUSIPS
Covered Call Select Closed-End, 107 06/05/25 06/04/27 $10.6277 $10.3886 12/10/25 7.76% ---- ---- CUSIPS
Covered Call Select Closed-End, 108 09/05/25 09/07/27 $10.0774 $9.8507 12/10/25 7.83% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 98 12/18/23 12/18/25 ------- $10.9810 12/10/25 ------- ---- ---- CUSIPS
Covered Call Select Closed-End, 99 01/25/24 01/26/26 ------- $10.4519 12/10/25 ------- ---- ---- CUSIPS
Diversified Fixed Income ETF, 61 10/11/24 01/16/26 ------- $9.7249 12/10/25 ------- ---- ---- CUSIPS
Diversified Fixed Income ETF, 62 01/14/25 04/16/26 $10.0919 $9.9557 12/10/25 5.26% ---- ---- CUSIPS
Diversified Fixed Income ETF, 63 04/11/25 07/16/26 $10.2641 $10.1255 12/10/25 5.31% ---- ---- CUSIPS
Diversified Fixed Income ETF, 64 07/11/25 10/16/26 $9.9964 $9.8614 12/10/25 5.32% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 61 01/03/24 01/02/26 ------- $9.9003 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 62 02/12/24 02/12/26 ------- $9.8896 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 63 03/14/24 03/13/26 ------- $9.5805 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 64 05/07/24 05/07/26 ------- $9.9539 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 65 06/26/24 06/26/26 ------- $9.7707 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 66 08/07/24 08/07/26 ------- $9.5929 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 67 09/17/24 09/17/26 ------- $9.4334 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 68 10/28/24 10/28/26 ------- $9.2388 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income Closed-End, 69 12/11/24 12/11/26 $9.3825 $9.1714 12/10/25 10.12% ---- ---- CUSIPS
Diversified High Income Closed-End, 70 01/29/25 01/29/27 $9.5541 $9.3391 12/10/25 9.99% ---- ---- CUSIPS
Diversified High Income Closed-End, 71 04/04/25 04/05/27 $11.2512 $10.9980 12/10/25 10.37% ---- ---- CUSIPS
Diversified High Income Closed-End, 72 06/24/25 06/24/27 $9.8895 $9.6670 12/10/25 10.37% ---- ---- CUSIPS
Diversified High Income Closed-End, 73 09/05/25 09/07/27 $9.6431 $9.4261 12/10/25 10.30% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income ETF, 1 06/25/24 06/25/26 ------- $9.9162 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income ETF, 2 09/19/24 09/18/26 ------- $9.5599 12/10/25 ------- ---- ---- CUSIPS
Diversified High Income ETF, 3 12/18/24 12/18/26 $10.1045 $9.8772 12/10/25 6.90% ---- ---- CUSIPS
Diversified High Income ETF, 4 03/18/25 03/18/27 $10.1766 $9.9476 12/10/25 7.00% ---- ---- CUSIPS
Diversified High Income ETF, 5 06/12/25 06/11/27 $10.1521 $9.9237 12/10/25 7.07% ---- ---- CUSIPS
Diversified High Income ETF, 6 09/10/25 09/10/27 $9.9079 $9.6850 12/10/25 7.56% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend & Income Select Closed-End, 105 01/05/24 01/05/26 ------- $10.6164 12/10/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 106 02/28/24 02/27/26 ------- $10.3796 12/10/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 107 03/22/24 03/23/26 ------- $10.1758 12/10/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 108 05/15/24 05/15/26 ------- $10.4704 12/10/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 109 06/12/24 06/12/26 ------- $10.1825 12/10/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 110 09/11/24 09/11/26 ------- $10.0502 12/10/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 111 10/17/24 10/16/26 ------- $9.6899 12/10/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 112 11/22/24 11/23/26 ------- $9.4273 12/10/25 ------- ---- ---- CUSIPS
Dividend & Income Select Closed-End, 113 01/29/25 01/29/27 $10.0257 $9.8001 12/10/25 8.38% ---- ---- CUSIPS
Dividend & Income Select Closed-End, 114 04/02/25 04/02/27 $10.7745 $10.5320 12/10/25 8.26% ---- ---- CUSIPS
Dividend & Income Select Closed-End, 115 06/17/25 06/17/27 $10.4727 $10.2371 12/10/25 8.10% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend & Income Select Closed-End, 116 09/15/25 09/15/27 $9.8285 $9.6073 12/10/25 8.29% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 11 02/03/23 02/19/26 ------- $3.2710 12/10/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 12 05/03/23 08/20/26 ------- $3.1806 12/10/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 13 11/01/23 11/20/26 ------- $3.3316 12/10/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 14 02/01/24 02/18/27 ------- $6.6514 12/10/25 ------- ---- ---- CUSIPS
First Trust U.S. Treasury Securities, Short-Term, 15 06/03/24 07/02/27 ------- $6.6619 12/10/25 ------- ---- ---- CUSIPS
FT 60/40 Target Income, 4 10/01/24 01/06/26 ------- $9.8292 12/10/25 ------- ---- ---- CUSIPS
FT 60/40 Target Income, 5 01/03/25 04/07/26 $10.0948 $9.9434 12/10/25 7.10% ---- ---- CUSIPS
FT 60/40 Target Income, 6 04/03/25 07/07/26 $10.8905 $10.7271 12/10/25 7.17% ---- ---- CUSIPS
FT 60/40 Target Income, 7 07/01/25 10/07/26 $10.2480 $10.0943 12/10/25 7.21% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Diversified Target Income, 10 06/10/25 09/10/26 $10.5442 $10.3860 12/10/25 8.56% ---- ---- CUSIPS
FT Diversified Target Income, 11 08/14/25 11/16/26 $10.1544 $10.0021 12/10/25 8.63% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Diversified Target Income, 7 11/21/24 02/23/26 ------- $9.4589 12/10/25 ------- ---- ---- CUSIPS
FT Diversified Target Income, 8 01/23/25 04/23/26 $9.8676 $9.7196 12/10/25 8.58% ---- ---- CUSIPS
FT Diversified Target Income, 9 04/23/25 07/23/26 $11.2291 $11.0607 12/10/25 8.61% ---- ---- CUSIPS
FT High Income Model, 1st Qtr 2025 12/30/24 04/07/26 $10.2457 $10.0920 12/10/25 4.38% ---- ---- CUSIPS
FT High Income Model, 2nd Qtr 2025 03/28/25 07/07/26 $10.1771 $10.0244 12/10/25 4.45% ---- ---- CUSIPS
FT High Income Model, 3rd Qtr 2025 06/27/25 10/07/26 $10.0924 $9.9410 12/10/25 4.47% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT High Income Model, 4th Qtr 2024 09/27/24 01/06/26 ------- $9.7199 12/10/25 ------- ---- ---- CUSIPS
FT Income, 26 09/25/24 12/26/25 ------- $10.2649 12/10/25 ------- ---- ---- CUSIPS
FT Income, 27 12/18/24 03/18/26 $10.6979 $10.5375 12/10/25 3.86% ---- ---- CUSIPS
FT Income, 28 03/18/25 06/18/26 $10.4441 $10.2875 12/10/25 3.73% ---- ---- CUSIPS
FT Income, 29 06/12/25 09/14/26 $10.3106 $10.1559 12/10/25 3.78% ---- ---- CUSIPS
FT Income, 30 09/10/25 12/10/26 $10.0179 $9.8676 12/10/25 3.73% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Short Duration Fixed Income Model, 1st Qtr 2025 12/30/24 04/07/26 $10.1188 $9.9670 12/10/25 4.23% ---- ---- CUSIPS
FT Short Duration Fixed Income Model, 2nd Qtr 2025 03/28/25 07/07/26 $10.0954 $9.9440 12/10/25 4.28% ---- ---- CUSIPS
FT Short Duration Fixed Income Model, 3rd Qtr 2025 06/27/25 10/07/26 $10.0239 $9.8736 12/10/25 4.34% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Short Duration Fixed Income Model, 4th Qtr 2024 09/27/24 01/06/26 ------- $9.8081 12/10/25 ------- ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 15 09/27/24 01/06/26 ------- $9.7254 12/10/25 ------- ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 16 12/30/24 04/07/26 $10.1900 $10.0372 12/10/25 4.92% ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 17 03/28/25 07/07/26 $10.1860 $10.0332 12/10/25 4.92% ---- ---- CUSIPS
FT Strategic Fixed Income ETF, 18 06/27/25 10/07/26 $10.0695 $9.9184 12/10/25 5.02% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Bond Income Closed-End, 47 01/17/24 01/16/26 ------- $9.8900 12/10/25 ------- ---- ---- CUSIPS
Global Bond Income Closed-End, 48 02/28/24 02/27/26 ------- $9.8230 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 107 12/20/23 12/19/25 ------- $9.7743 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 108 02/09/24 02/09/26 ------- $8.4932 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 109 04/10/24 04/10/26 ------- $8.7802 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 110 06/24/24 06/24/26 ------- $9.0206 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 111 08/02/24 08/03/26 ------- $8.8458 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 112 09/26/24 09/25/26 ------- $8.3806 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 113 11/08/24 11/09/26 ------- $8.4497 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 114 12/06/24 12/07/26 ------- $8.5405 12/10/25 ------- ---- ---- CUSIPS
High-Yield Income Closed-End, 115 01/07/25 01/07/27 $9.5866 $9.3709 12/10/25 9.33% ---- ---- CUSIPS
High-Yield Income Closed-End, 116 01/30/25 01/29/27 $9.4934 $9.2798 12/10/25 9.51% ---- ---- CUSIPS
High-Yield Income Closed-End, 117 02/19/25 02/19/27 $9.0368 $8.8335 12/10/25 9.36% ---- ---- CUSIPS
High-Yield Income Closed-End, 118 03/31/25 03/31/27 $9.5636 $9.3484 12/10/25 9.85% ---- ---- CUSIPS
High-Yield Income Closed-End, 119 05/19/25 05/19/27 $9.6649 $9.4474 12/10/25 9.67% ---- ---- CUSIPS
High-Yield Income Closed-End, 120 07/30/25 07/30/27 $9.4022 $9.1906 12/10/25 10.23% ---- ---- CUSIPS
High-Yield Income Closed-End, 121 09/11/25 09/10/27 $9.2476 $9.0395 12/10/25 10.20% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Limited Duration Fixed Income ETF, 54 12/13/23 12/12/25 ------- $9.9411 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 55 01/29/24 01/29/26 ------- $9.8624 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 56 03/05/24 03/05/26 ------- $9.7544 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 57 04/18/24 04/17/26 ------- $9.9310 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 58 05/29/24 05/29/26 ------- $9.8140 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 59 07/10/24 07/10/26 ------- $9.7462 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 60 08/20/24 08/20/26 ------- $9.6498 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 61 10/01/24 10/01/26 ------- $9.6419 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 62 11/21/24 11/20/26 ------- $9.6534 12/10/25 ------- ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 63 01/16/25 01/15/27 $9.9329 $9.7094 12/10/25 5.34% ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 64 04/03/25 04/02/27 $10.0976 $9.8704 12/10/25 5.39% ---- ---- CUSIPS
Limited Duration Fixed Income ETF, 65 07/01/25 07/01/27 $9.8938 $9.6711 12/10/25 5.47% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Limited Duration ETF, 12 10/08/24 01/08/26 ------- $9.6751 12/10/25 ------- ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 13 01/03/25 04/06/26 $9.8394 $9.7066 12/10/25 5.73% ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 14 03/20/25 06/22/26 $9.9140 $9.7802 12/10/25 5.66% ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 15 06/12/25 09/14/26 $9.8864 $9.7529 12/10/25 5.68% ---- ---- CUSIPS
Senior Loan and Limited Duration ETF, 16 09/04/25 12/04/26 $9.8334 $9.7006 12/10/25 5.75% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 100 09/26/24 09/25/26 ------- $8.7583 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 101 10/25/24 10/26/26 ------- $8.8184 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 102 12/11/24 12/11/26 $9.3489 $9.1386 12/10/25 8.64% ---- ---- CUSIPS
Strategic Income Closed-End, 103 01/30/25 01/29/27 $9.5874 $9.3717 12/10/25 8.49% ---- ---- CUSIPS
Strategic Income Closed-End, 104 03/03/25 03/03/27 $9.4714 $9.2583 12/10/25 8.87% ---- ---- CUSIPS
Strategic Income Closed-End, 105 05/02/25 05/03/27 $9.7756 $9.5556 12/10/25 8.99% ---- ---- CUSIPS
Strategic Income Closed-End, 106 06/11/25 06/11/27 $9.5655 $9.3503 12/10/25 9.07% ---- ---- CUSIPS
Strategic Income Closed-End, 107 08/06/25 08/06/27 $9.3956 $9.1842 12/10/25 9.61% ---- ---- CUSIPS
Strategic Income Closed-End, 108 09/11/25 09/10/27 $9.3669 $9.1562 12/10/25 9.58% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 94 02/02/24 02/02/26 ------- $9.3838 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 95 03/11/24 03/11/26 ------- $9.3572 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 96 04/29/24 04/29/26 ------- $9.8233 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 97 06/18/24 06/18/26 ------- $9.1591 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 98 07/25/24 07/24/26 ------- $9.3683 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Closed-End, 99 08/23/24 08/24/26 ------- $8.8725 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 71 01/03/24 01/02/26 ------- $10.2052 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 72 02/20/24 02/20/26 ------- $10.0909 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 73 04/04/24 04/02/26 ------- $9.8801 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 74 04/24/24 04/24/26 ------- $10.2676 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 75 06/07/24 06/08/26 ------- $9.7388 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 76 07/12/24 07/13/26 ------- $9.5960 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 77 08/07/24 08/07/26 ------- $9.7037 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 78 09/04/24 09/04/26 ------- $9.5416 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 79 10/04/24 10/05/26 ------- $9.2280 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 80 11/05/24 11/05/26 ------- $9.2793 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 81 12/04/24 12/04/26 ------- $9.2055 12/10/25 ------- ---- ---- CUSIPS
Strategic Income Select Closed-End, 82 12/31/24 12/31/26 $9.8642 $9.6422 12/10/25 8.66% ---- ---- CUSIPS
Strategic Income Select Closed-End, 83 01/29/25 01/29/27 $9.7350 $9.5160 12/10/25 8.49% ---- ---- CUSIPS
Strategic Income Select Closed-End, 84 04/04/25 04/05/27 $11.4914 $11.2328 12/10/25 8.47% ---- ---- CUSIPS
Strategic Income Select Closed-End, 85 06/24/25 06/24/27 $10.0681 $9.8416 12/10/25 8.63% ---- ---- CUSIPS
Strategic Income Select Closed-End, 86 08/06/25 08/06/27 $9.8017 $9.5812 12/10/25 8.84% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

There is no guarantee the issuers of the securities included in the trust will declare dividends or distributions in the future. The historical 12-month distribution per unit and historical 12-month distribution rate of the securities included in the trust are for illustrative purposes only and are not indicative of the trust's distribution or distribution rate. The historical 12-month distribution per unit is based on the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio. The historical 12-month distribution rate is calculated by dividing the historical 12-month distributions by the trust's offering price. The historical 12-month distribution and rate are reduced to account for the effects of fees and expenses, which will be incurred when investing in a trust. Certain of the issuers may have reduced their dividends or distributions over the prior twelve months. The distribution per unit and rate paid by the trust may be higher or lower than the amount shown above due to certain factors that may include, but are not limited to, a change in the dividends or distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio. For trusts that include funds, distributions may include realized short term capital gains, realized long-term capital gains and/or return of capital. PLEASE NOTE: For trusts that hold preferred securities, the historical distribution rate is calculated using only the holdings that have 12 months of distribution history. Any holdings without a 12 month history of dividends were excluded from the calculation.

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, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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