Finance charts


New Deposits, January 31


macro photography of white butterfly hanging on green plant

Here are the reports for the past week’s deposits of our covered UITs.

StrategySponsorInitial Offer Date
Alternative Income PortfolioFirst Trust Portfolios01/29/20
Covered Call Select Closed-End PortfolioFirst Trust Portfolios01/29/20
Global Dividend PortfolioFirst Trust Portfolios01/29/20
Strategic Income Advantage Opportunity, Closed-End PortfolioFirst Trust Portfolios01/29/20
Balanced Income Equity and ETF PortfolioFirst Trust Portfolios01/28/20
High Yield Corporate Trust, 4-7 YearInvesco Capital Markets01/28/20
Senior Loan Closed-End and ETF PortfolioFirst Trust Portfolios01/28/20
Balanced Income Builder PortfolioGuggenheim Funds Distributors01/27/20
Capital Strength Opportunity PortfolioFirst Trust Portfolios01/27/20
Capital Strength PortfolioFirst Trust Portfolios01/27/20
Dividend Ruler PortfolioAdvisors Asset Management01/27/20
Tax-Advantaged Municipal Closed-End PortfolioFirst Trust Portfolios01/27/20
U.S. Revenue PortfolioFirst Trust Portfolios01/27/20
60/40 Asset Allocation PortfolioAdvisors Asset Management01/24/20
American Infrastructure Growth PortfolioInvesco Capital Markets01/24/20
Defensive 50 Equities TrustHennion & Walsh01/24/20
Dividend Edge PortfolioFirst Trust Portfolios01/24/20
Dorsey Wright International Momentum TrustHennion & Walsh01/24/20
Equity Income Select PortfolioFirst Trust Portfolios01/24/20
Interest Rate Hedge PortfolioFirst Trust Portfolios01/24/20
MLP & Income PortfolioInvesco Capital Markets01/24/20
Market Strength Allocation Opportunity PortfolioFirst Trust Portfolios01/24/20
Market Strength Allocation Select PortfolioFirst Trust Portfolios01/24/20
Smart Ten TrustHennion & Walsh01/24/20

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.