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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, 2nd Qtr 2018 04/12/18 07/17/19 $10.0597 $9.9236 06/18/18 $0.2847 $0.2841 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 2nd Qtr 2018 04/10/18 07/16/19 $10.1443 $10.0066 06/18/18 $0.2464 $0.2459 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2018 04/10/18 07/16/19 $10.2149 $10.0759 06/18/18 $0.2185 $0.2180 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 27 03/21/18 03/20/20 $10.4431 $10.2059 06/18/18 $0.6857 $0.6830 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF Opportunity, 4 04/19/18 07/19/19 $9.8457 $9.7135 06/18/18 $0.3537 $0.3527 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 31 04/19/18 04/20/20 $9.8274 $9.6071 06/18/18 $0.3505 $0.3491 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 4 03/28/18 06/28/19 $9.9159 $9.7825 06/18/18 $0.5072 $0.5060 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 76 06/15/18 06/15/20 $9.9907 $9.7660 06/18/18 $0.5037 $0.4988 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 62 06/13/18 06/13/23 $9.9513 $9.6082 06/18/18 $0.5089 $0.5018 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 39 05/17/18 01/22/20 $10.2674 $10.0351 06/18/18 $0.1217 $0.1210 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 34 04/20/18 04/20/20 $10.0221 $9.7965 06/18/18 $0.6582 $0.6538 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 32 04/03/18 04/03/20 $10.1066 $9.8787 06/18/18 $0.8012 $0.7981 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, April 2018 04/17/18 07/17/19 $10.1221 $9.9849 06/18/18 $0.1655 $0.1651 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 2nd Qtr 2018 04/10/18 07/09/19 $9.9011 $9.7679 06/18/18 $0.7355 $0.7338 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 37 04/17/18 04/17/20 $9.9653 $9.7412 06/18/18 $0.2163 $0.2155 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 20 04/05/18 04/06/20 $10.2566 $10.0245 06/18/18 $0.3580 $0.3566 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge Opportunity, 5 05/04/18 08/05/19 $10.1814 $10.0430 06/18/18 $0.5638 $0.5615 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 118 04/30/18 04/30/20 $10.0893 $9.8619 06/18/18 $0.5591 $0.5559 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 40 04/23/18 07/23/19 $10.2096 $10.0707 06/18/18 $0.5311 $0.5289 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income and Dividend Growers, 14 06/12/18 06/12/20 $9.9414 $9.7180 06/18/18 $0.3377 $0.3344 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 1 06/14/18 01/22/20 $9.9691 $9.8347 06/18/18 $0.2316 $0.2300 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 18 04/17/18 04/17/20 $9.9069 $9.6845 06/18/18 $0.3815 $0.3800 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 7 06/08/18 09/09/19 $9.9516 $9.8175 06/18/18 $0.6899 $0.6858 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select Closed-End, 75 05/21/18 05/21/20 $9.9339 $9.7107 06/18/18 $0.6750 $0.6698 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 34 04/11/18 04/13/20 $9.8613 $9.6401 06/18/18 $0.7032 $0.7005 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 5 05/30/18 08/30/19 $9.9751 $9.8405 06/18/18 $0.5971 $0.5936 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 52 05/04/18 05/04/20 $10.0358 $9.8098 06/18/18 $0.6194 $0.6158 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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First Trust Advisors L.P.
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