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 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 $10.0767 $9.9402 09/21/18 $0.3020 $0.3013 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 $10.1612 $10.0232 09/21/18 $0.2658 $0.2652 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 $10.2364 $10.0970 09/21/18 $0.2383 $0.2378 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 29 08/28/18 08/28/20 $9.9409 $9.7175 09/21/18 $0.6103 $0.6052 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 $10.0661 $9.9299 09/21/18 $0.3727 $0.3702 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 33 09/06/18 09/08/20 $10.0821 $9.8549 09/21/18 $0.3639 $0.3606 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 6 09/21/18 12/23/19 $10.0000 $9.8650 09/21/18 $0.5016 $0.4977 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 77 09/05/18 09/04/20 $10.0237 $9.7980 09/21/18 $0.4865 $0.4820 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 63 08/17/18 08/17/23 $10.0964 $9.7476 09/21/18 $0.5026 $0.4977 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 41 09/19/18 01/22/20 $10.1068 $9.9698 09/21/18 $0.1344 $0.1335 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 35 09/13/18 09/14/20 $9.8791 $9.6574 09/21/18 $0.6144 $0.6084 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 $10.0375 $9.8114 09/21/18 $0.8409 $0.8377 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 $10.1735 $10.0353 09/21/18 $0.1814 $0.1810 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 $10.0694 $9.9331 09/21/18 $0.7490 $0.7473 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 38 07/12/18 07/10/20 $10.0424 $9.8163 09/21/18 $0.2404 $0.2393 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 $10.4744 $10.2363 09/21/18 $0.3757 $0.3743 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 $10.1664 $10.0283 09/21/18 $0.5359 $0.5340 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 119 07/13/18 07/13/20 $10.3508 $10.1162 09/21/18 $0.5397 $0.5376 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 41 07/20/18 10/21/19 $10.1534 $10.0155 09/21/18 $0.5052 $0.5037 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 15 08/30/18 08/31/20 $9.9830 $9.7584 09/21/18 $0.3256 $0.3226 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 2 09/19/18 01/22/20 $10.1195 $9.9823 09/21/18 $0.2310 $0.2294 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 $10.3508 $10.1161 09/21/18 $0.4062 $0.4046 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 9 09/13/18 12/13/19 $9.9929 $9.8580 09/21/18 $0.6653 $0.6609 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 78 09/17/18 09/17/20 $10.0226 $9.7970 09/21/18 $0.6717 $0.6652 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 $9.9541 $9.7304 09/21/18 $0.7716 $0.7641 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 6 08/28/18 11/29/19 $9.9123 $9.7789 09/21/18 $0.6230 $0.6197 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 54 09/17/18 09/17/20 $9.9402 $9.7168 09/21/18 $0.6111 $0.6053 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.