Finance charts


New Deposits, July 5


Growing fern

Here are the reports for this week’s deposits of our covered UITs. First Trust Porfolios introduced new deposits for strategies in various asset classes.

StrategySponsorInitial Offer Date
Interest Rate Hedge PortfolioFirst Trust Portfolios07/02/19
Senior Loan & Limited Duration Closed-End PortfolioFirst Trust Portfolios07/02/19
Dividend & Income Select Closed-End PortfolioFirst Trust Portfolios07/01/19
Emerging Markets Strength PortfolioFirst Trust Portfolios07/01/19
Income Dividend Equity Allocation (IDEA) PortfolioFirst Trust Portfolios07/01/19
Richard Bernstein Advisors Quality Income PortfolioFirst Trust Portfolios07/01/19
Sabrient Forward Looking Value PortfolioFirst Trust Portfolios07/01/19
FT Equity Allocation ETF Model PortfolioFirst Trust Portfolios06/28/19

The Nasdaq Fund Network has the first dedicated database of unit investment trust research reports that gives finance professionals access to the information they need to make investment recommendations with confidence.

Download a sample report or create an account to get full access to all reports.

Download Sample


Be first to receive UIT insights and industry news by subscribing to our newsletter.