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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 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
Historical 12-Month Distribution Rate of Trust HoldingsFact
Sheet
ProspectusCUSIPS
Brookmont Equity Dividend, 17 10/10/18 01/10/20 $9.2337 $9.1129 12/17/18 2.55% 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 $9.0637 $8.8645 12/17/18 8.83% 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 $9.1701 $9.0505 12/17/18 4.75% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend, 21 11/07/18 11/06/20 $8.8814 $8.6872 12/17/18 4.66% 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 $9.4215 $9.0993 12/17/18 2.23% 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 $8.8841 $8.6898 12/17/18 9.87% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength Opportunity, 7 12/07/18 03/09/20 $9.6411 $9.5127 12/17/18 2.53% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength, 42 10/24/18 10/23/20 $9.4694 $9.2590 12/17/18 2.69% 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 $9.5639 $9.4370 12/17/18 2.60% 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 $9.6524 $9.5239 12/17/18 3.23% 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 $10.2102 $10.0713 12/17/18 3.00% 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 $9.0185 $8.9017 12/17/18 4.15% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Closed-End, 51 12/10/18 12/10/20 $9.5184 $9.3066 12/17/18 9.78% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Opportunity, 6 10/26/18 01/27/20 $9.6658 $9.5370 12/17/18 3.18% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Select, 59 11/07/18 11/06/20 $9.1365 $8.9353 12/17/18 3.19% 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 $9.4516 $9.2416 12/17/18 4.17% 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 $8.4074 $8.3019 12/17/18 2.69% 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 $8.6018 $8.4926 12/17/18 4.71% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Dividend, 57 11/14/18 11/13/20 $9.5193 $9.3075 12/17/18 3.53% 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 $8.7425 $8.5520 12/17/18 9.88% 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 $9.6724 $9.5435 12/17/18 4.44% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity Allocation, 30 12/10/18 12/10/20 $9.7061 $9.4892 12/17/18 3.74% 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 $9.1605 $9.0410 12/17/18 3.84% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity, 38 11/02/18 11/02/20 $9.4428 $9.2331 12/17/18 3.47% 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 $9.5661 $9.3530 12/17/18 2.03% 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 $8.3024 $8.1241 12/17/18 4.61% 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 $7.9280 $7.7599 12/17/18 8.74% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End, 23 10/24/18 10/23/20 $8.2446 $8.0679 12/17/18 12.76% 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 $8.4812 $8.3743 12/17/18 0.40% 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 $8.7391 $8.6274 12/17/18 2.68% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
REIT Growth & Income Select, 48 12/10/18 12/10/20 $9.4728 $9.2623 12/17/18 3.91% 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 $9.1025 $8.9022 12/17/18 4.55% 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 $9.5845 $9.4571 12/17/18 3.49% 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 $9.1708 $9.0512 12/17/18 2.52% 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 $9.5181 $9.3920 12/17/18 3.03% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Dividend Opportunity, 3 10/22/18 01/22/20 $9.1248 $9.0060 12/17/18 4.68% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Dividend, 25 10/22/18 10/22/20 $9.0605 $8.8613 12/17/18 4.64% 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 $9.4584 $9.3335 12/17/18 2.11% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
SMid High Dividend, 32 11/14/18 11/13/20 $9.2809 $9.0757 12/17/18 3.84% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Dividend Select, 35 12/10/18 12/10/20 $9.6021 $9.3881 12/17/18 4.78% 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 $8.8622 $8.7483 12/17/18 4.60% 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 $9.1104 $8.9919 12/17/18 3.47% 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 $9.0581 $8.9405 12/17/18 4.55% 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 $9.2011 $9.0808 12/17/18 5.70% 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 $8.8970 $8.7824 12/17/18 3.35% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Dividend, 28 10/31/18 10/30/20 $9.4756 $9.2650 12/17/18 2.28% 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 $9.0566 $8.8576 12/17/18 10.17% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Utilities Select, 49 11/16/18 11/16/20 $9.9159 $9.6932 12/17/18 2.70% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

Available Primary Preferred 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
Fact
Sheet
ProspectusCUSIPS
Preferred Income Opportunity, 11 10/19/18 01/21/20 $9.5293 $9.4030 12/17/18 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Preferred Income, 97 12/14/18 12/14/20 $9.9385 $9.7152 12/17/18 Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Stonebridge Preferred Income, 20 10/05/18 10/05/20 $9.4814 $9.2707 12/17/18 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
Historical 12-Month Distribution Rate of Trust HoldingsFact
Sheet
ProspectusCUSIPS
40/60 Strategic Allocation, 4th Qtr 2018 10/11/18 01/16/20 $9.6749 $9.5459 12/17/18 3.08% 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 $9.5077 $9.3818 12/17/18 2.72% 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 $9.4224 $9.2981 12/17/18 2.44% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 31 12/10/18 12/10/20 $9.5026 $9.2913 12/17/18 7.52% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF Opportunity, 7 12/13/18 03/13/20 $9.8578 $9.7254 12/17/18 3.79% 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 $9.4529 $9.2429 12/17/18 3.82% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Opportunity, 8 12/07/18 03/09/20 $9.6707 $9.5418 12/17/18 5.65% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 79 11/19/18 11/19/20 $9.5893 $9.3756 12/17/18 5.57% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income, 64 11/01/18 11/01/23 $9.3764 $9.0561 12/17/18 5.51% 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 $9.5185 $9.3924 12/17/18 1.55% 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 $9.4477 $9.2379 12/17/18 7.60% 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 $8.4744 $8.2913 12/17/18 9.95% 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 $9.1085 $8.9900 12/17/18 1.98% 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 $8.9601 $8.8443 12/17/18 8.65% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 39 10/16/18 10/16/20 $9.0648 $8.8655 12/17/18 2.68% 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 $8.8304 $8.6376 12/17/18 3.96% 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 $9.4416 $9.3169 12/17/18 6.30% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 121 11/27/18 11/27/20 $9.4975 $9.2864 12/17/18 6.32% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
January Effect, 8 12/03/18 12/02/20 $9.4555 $9.2455 12/17/18 9.09% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 42 10/17/18 01/17/20 $8.9783 $8.8622 12/17/18 6.01% 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 $9.6973 $9.4806 12/17/18 3.39% 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 $9.4576 $9.3326 12/17/18 2.47% 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 $9.4839 $9.2731 12/17/18 4.50% 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 $9.4679 $9.3427 12/17/18 8.03% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select, Closed-End, 80 12/14/18 12/14/20 $9.8529 $9.6320 12/17/18 8.08% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 37 12/12/18 12/11/20 $9.6626 $9.4469 12/17/18 9.42% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income Opportunity, 7 10/19/18 01/21/20 $9.1702 $9.0505 12/17/18 7.01% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 55 12/14/18 12/14/20 $9.7462 $9.5282 12/17/18 7.38% 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
Historical 12-Month Distribution Rate of Trust HoldingsFact
Sheet
ProspectusCUSIPS
Diversified Fixed Income ETF, 36 10/11/18 01/16/20 $9.8536 $9.7213 12/17/18 3.75% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Income, 1 11/15/18 02/18/20 $9.6860 $9.5508 12/17/18 4.33% 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 $9.1071 $8.9067 12/17/18 8.13% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Income Model, 2 09/28/18 12/30/19 $9.7269 $9.5910 12/17/18 3.52% 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 $9.9473 $9.7237 12/17/18 4.06% 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 $9.5171 $9.3054 12/17/18 8.40% 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 $9.2517 $9.1306 12/17/18 8.62% 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 $9.3664 $9.1588 12/17/18 5.49% 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 $9.5109 $9.2994 12/17/18 6.55% 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 $9.6920 $9.4754 12/17/18 8.45% 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 Investment Grade, 3-7 Year, 6 12/06/18 $1019.8300 $1000.1000 12/17/18 $1000.0000 3.64%(m) 3.28%(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
Historical 12-Month Distribution Rate of Trust HoldingsFact
Sheet
ProspectusCUSIPS
California Municipal Income Select Closed-End, 70 12/14/18 12/14/20 $9.9516 $9.7280 12/17/18 4.39% 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 $9.8781 $9.6564 12/17/18 3.23% 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 $9.3538 $9.0343 12/17/18 5.23% 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 $10.0558 $9.9197 12/17/18 5.40% 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 $9.9949 $9.7701 12/17/18 5.27% 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 $10.0425 $9.8163 12/17/18 4.43% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax-Advantaged Municipal Closed-End, 55 12/17/18 12/17/20 $10.0000 $9.7750 12/17/18 4.79% 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 $1042.8800 $1006.6500 12/17/18 $1000.0000 3.52%(m) 3.38%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax Exempt Municipal Income, Intermediate, 37 10/23/18 $1156.4100 $1127.7000 12/17/18 $1000.0000 3.78%(m) 2.26%(m) 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 distribution rate of the securities included in the trust is for illustrative purposes only and is not indicative of the trust's distribution rate. The historical distribution rate is the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio and is reduced to account for the effects of fees and expenses which will be incurred when investing in a trust. The distribution 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.

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.
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