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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, 22 12/20/19 03/22/21 $10.1712 $10.0331 01/17/20 2.23% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Holdings Growth, Fall 2019 08/27/19 08/27/21 $11.4848 $11.2190 01/17/20 1.64% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Covered Call Select Closed-End, 74 12/11/19 12/10/21 $10.1613 $9.9319 01/17/20 7.07% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend Opportunity, 11 12/19/19 03/19/21 $10.0336 $9.8979 01/17/20 2.83% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Deep Value Dividend, 25 10/25/19 10/25/21 $10.5720 $10.3313 01/17/20 2.96% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified Fixed Income ETF, 42 01/14/20 04/16/21 $9.9916 $9.8567 01/17/20 3.60% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Edge, 13 10/28/19 01/28/21 $10.3549 $10.2134 01/17/20 3.94% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength Opportunity, 11 11/22/19 02/22/21 $10.4161 $10.2734 01/17/20 2.18% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Strength, 47 01/03/20 01/03/22 $10.1831 $9.9531 01/17/20 2.15% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dorsey Wright Relative Strength Dividend, 37 11/25/19 02/25/21 $10.3460 $10.2046 01/17/20 2.81% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target 10, January 2020 01/10/20 02/09/21 $10.1132 $9.9761 01/17/20 3.43% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target 5, 1st Qtr 2020 01/10/20 04/09/21 $10.2130 $10.0740 01/17/20 2.97% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow® Target Dividend, 1st Qtr 2020 01/10/20 04/09/21 $10.2357 $10.0963 01/17/20 3.76% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Closed-End, 56 11/06/19 11/05/21 $10.3969 $10.1610 01/17/20 7.10% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Opportunity, 11 01/13/20 04/13/21 $10.1383 $10.0008 01/17/20 3.03% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Equity Income Select, 63 10/25/19 10/25/21 $10.5459 $10.3059 01/17/20 2.95% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
European Deep Value Dividend, 25 10/23/19 10/22/21 $10.4544 $10.2169 01/17/20 2.58% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Deep Value Dividend, 25 12/09/19 03/09/21 $10.2601 $10.1203 01/17/20 2.95% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Dividend, 61 11/01/19 11/01/21 $10.5845 $10.3434 01/17/20 3.32% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Equity Income Closed-End, 68 12/19/19 12/20/21 $10.1163 $9.8881 01/17/20 7.67% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Target 15, 1st Qtr 2020 01/10/20 04/09/21 $9.9643 $9.8300 01/17/20 4.17% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity Allocation, 34 11/26/19 11/26/21 $10.2935 $10.0604 01/17/20 3.20% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High Dividend Equity, 43 01/17/20 01/18/22 $10.0000 $9.7750 01/17/20 3.24% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Dividend Equity Allocation (IDEA), 23 12/23/19 12/23/21 $10.2104 $9.9797 01/17/20 1.63% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
International High Dividend Equity, 39 12/16/19 12/16/21 $10.2277 $9.9964 01/17/20 3.48% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Nasdaq® Dividend Achievers 25, 18 12/12/19 03/12/21 $10.0404 $9.9047 01/17/20 2.43% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Preferred Income, 101 12/04/19 12/03/21 $10.2310 $9.9997 01/17/20 2.17% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
REIT Growth & Income Select, 52 12/03/19 12/03/21 $10.1754 $9.9456 01/17/20 3.45% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Global Dividend Kings®, 33 12/11/19 12/10/21 $10.1799 $9.9499 01/17/20 3.78% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Richard Bernstein Advisors Quality Income, 36 12/23/19 03/23/21 $10.0271 $9.8916 01/17/20 2.83% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Target 25, 1st Qtr 2020 01/10/20 04/09/21 $10.0663 $9.9300 01/17/20 2.27% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P International Dividend Aristocrats, 1st Qtr 2020 01/07/20 04/07/21 $10.1037 $9.9668 01/17/20 3.07% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Dividend Opportunity, 8 01/03/20 04/05/21 $10.1521 $10.0143 01/17/20 3.81% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Sabrient Dividend, 30 01/03/20 01/03/22 $10.1903 $9.9601 01/17/20 3.74% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
SMid High Dividend, 36 11/01/19 11/01/21 $10.0523 $9.8259 01/17/20 3.07% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Stonebridge Preferred Income, 25 12/20/19 12/20/21 $10.1027 $9.8749 01/17/20 3.70% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Dividend Select, 39 12/03/19 12/03/21 $10.4546 $10.2171 01/17/20 4.08% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Diversified Dividend, 1st Qtr 2020 01/10/20 04/09/21 $10.1184 $9.9812 01/17/20 4.41% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Diversified Global Allocation, 1st Qtr 2020 01/10/20 04/09/21 $10.1188 $9.9816 01/17/20 2.78% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Dividend Blend, 1st Qtr 2020 01/10/20 04/09/21 $10.0842 $9.9477 01/17/20 4.03% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target Global Dividend Leaders, 1st Qtr 2020 01/10/20 04/09/21 $10.1323 $9.9948 01/17/20 4.74% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Target High Quality Dividend, 1st Qtr 2020 01/10/20 04/09/21 $10.0404 $9.9046 01/17/20 3.31% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Dividend, 32 10/23/19 10/22/21 $11.3581 $11.0958 01/17/20 1.61% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
U.S. Equity Closed-End, 33 08/30/19 08/30/21 $10.8001 $10.5531 01/17/20 6.70% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Utilities Select, 53 11/04/19 11/04/21 $10.3773 $10.1419 01/17/20 2.51% 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, 1st Qtr 2020 01/14/20 04/16/21 $10.0308 $9.8953 01/17/20 2.76% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 1st Qtr 2020 01/14/20 04/16/21 $10.0404 $9.9047 01/17/20 2.34% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 1st Qtr 2020 01/14/20 04/16/21 $10.0452 $9.9093 01/17/20 2.02% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Alternative Income, 35 11/01/19 11/01/21 $10.3173 $10.0836 01/17/20 6.46% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Equity and ETF, 40 12/05/19 12/06/21 $10.2502 $10.0183 01/17/20 3.24% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 90 01/17/20 01/18/22 $10.0000 $9.7750 01/17/20 4.68% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Core Three Closed-End Allocation, 43 01/03/20 01/03/22 $10.1043 $9.8764 01/17/20 6.16% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend Growers and Tax-Advantaged Income, 22 01/16/20 01/18/22 $10.0101 $9.7848 01/17/20 2.90% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, December 2019 12/18/19 03/18/21 $10.2423 $10.1029 01/17/20 1.71% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Income Allocation Closed-End, 1st Qtr 2020 01/10/20 04/09/21 $10.0943 $9.9576 01/17/20 7.57% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge and ETF, 25 11/15/19 11/15/21 $10.4880 $10.2496 01/17/20 3.35% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 128 12/04/19 12/03/21 $10.4713 $10.2334 01/17/20 5.23% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End Fund and Energy, 66 11/06/19 11/05/21 $10.5788 $10.3378 01/17/20 8.31% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
MLP Closed-End, 28 12/23/19 12/23/21 $10.0752 $9.8481 01/17/20 11.61% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Multi-Sector Income, 48 12/13/19 03/15/21 $10.3775 $10.2355 01/17/20 4.95% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan and Dividend Growers, 26 12/18/19 12/17/21 $10.2010 $9.9704 01/17/20 4.53% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Opportunity, Closed-End, 17 11/08/19 02/08/21 $10.1461 $10.0084 01/17/20 7.20% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Advantage Select, Closed-End, 89 01/17/20 01/18/22 $10.0000 $9.7750 01/17/20 7.21% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Select Closed-End, 43 01/17/20 01/18/22 $10.0000 $9.7750 01/17/20 7.69% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 60 12/06/19 12/06/21 $10.3327 $10.0986 01/17/20 5.60% 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
Covered Call Select Closed-End, 74 12/11/19 12/10/21 $10.1613 $9.9319 01/17/20 7.07% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified Fixed Income ETF, 42 01/14/20 04/16/21 $9.9916 $9.8567 01/17/20 3.60% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Diversified High Income Closed-End, 38 10/21/19 10/21/21 $10.2982 $10.0650 01/17/20 8.05% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dividend & Income Select Closed-End, 78 11/20/19 11/19/21 $10.3746 $10.1393 01/17/20 7.31% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT High Income Model, 1st Qtr 2020 12/30/19 03/30/21 $10.0097 $9.8696 01/17/20 3.64% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
FT Income, 5 11/12/19 02/12/21 $10.1238 $9.9819 01/17/20 4.12% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Bond Income Closed-End, 33 12/13/19 12/13/21 $10.1387 $9.9099 01/17/20 6.86% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
High-Yield Income Closed-End, 87 12/04/19 12/03/21 $10.2185 $9.9875 01/17/20 7.45% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
January Effect, 9 12/03/19 12/02/21 $10.9340 $10.6833 01/17/20 10.33% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Limited Duration Fixed Income ETF, 33 12/30/19 12/30/21 $10.0073 $9.7821 01/17/20 3.68% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan & Limited Duration Closed-End, 92 11/22/19 11/22/21 $10.2310 $9.9997 01/17/20 7.72% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan & Limited Duration Opportunities Closed-End, 67 01/06/20 04/06/21 $10.1173 $9.9801 01/17/20 7.92% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan Closed-End and ETF, 29 11/21/19 11/22/21 $10.2242 $9.9930 01/17/20 6.03% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Senior Loan Select Closed-End, 39 01/17/20 01/18/22 $10.0000 $9.7750 01/17/20 6.92% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Strategic Income Closed-End, 75 12/19/19 12/20/21 $10.1279 $9.8994 01/17/20 7.61% 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 Laddered, 11 01/14/20 $1150.8500 $1122.2800 01/17/20 $1000.0000 3.63%(m) 1.98%(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, 77 12/23/19 12/23/21 $10.0852 $9.8579 01/17/20 3.53% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Advantage Closed-End and ETF, 57 01/07/20 01/07/22 $9.9953 $9.7704 01/17/20 2.83% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income Opportunities Closed-End, 59 11/22/19 02/22/21 $10.1183 $9.9811 01/17/20 4.15% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Municipal Income Select, Closed-End, 109 01/06/20 01/06/22 $10.0709 $9.8439 01/17/20 4.11% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
New Jersey & New York Municipal Income Select Closed-End, 3 11/06/19 11/05/21 $10.0963 $9.8686 01/17/20 3.83% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
New York Municipal Income Select Closed-End, 56 12/06/19 12/06/21 $9.9690 $9.7448 01/17/20 3.50% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax-Advantaged Municipal Closed-End, 58 11/18/19 11/18/21 $10.1089 $9.8809 01/17/20 3.64% 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
Tax Exempt Municipal Income, 310 01/07/20 $1179.8900 $1138.8700 01/17/20 $1000.0000 3.07%(m) 2.16%(m) Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tax Exempt Municipal Income, Intermediate, 44 01/16/20 $1253.2500 $1222.1200 01/17/20 $1000.0000 3.42%(m) 1.22%(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 calculated by dividing the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio by the trust's offering price and is reduced to account for the effects of fees and expenses which will be incurred when investing in a trust. 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. Certain of the issuers may have reduced their dividends or distributions over the prior twelve months. 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, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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