Finance charts

Primary Equity Trusts

Symbol Trust Name Sponsor Asset Class
Deposit Date
Termination Date
FONGBX
40/60 Strategic Allocation Portfolio, 1st Quarter 2020
First Trust Portfolios
Multi-Asset Allocation
1/14/20
4/16/21
SFAAHX
60/40 Asset Allocation Portfolio, Series 2019-4Q
Advisors Asset Management
Multi-Asset Allocation
10/24/19
1/25/21
STSFBX
60/40 Quality Allocation Trust, Series 2
Hennion & Walsh
Multi-Asset Allocation
1/16/20
1/14/22
FQTETX
60/40 Strategic Allocation Portfolio, 1st Quarter 2020
First Trust Portfolios
Multi-Asset Allocation
1/14/20
4/16/21
FPZWNX
75/25 Strategic Allocation Portfolio, 1st Quarter 2020
First Trust Portfolios
Multi-Asset Allocation
1/14/20
4/16/21
ACEAEX
Advisors Core Equity Strategy Portfolio, Series 2019-4Q
Advisors Asset Management
Domestic Equity
11/14/19
2/16/21
ASDARX
Aerospace/Defense Opportunities Portfolio, Series 2019-4
Advisors Asset Management
Domestic Equity
11/7/19
11/8/21
FWHXIX
Aerospace & Defense Portfolio, Series 27
First Trust Portfolios
Domestic Equity
12/6/19
12/6/21
AGRBOX
Agri-Business Opportunities Portfolio, Series 2020-1
Advisors Asset Management
Domestic Equity
1/14/20
1/10/22
FULPTX
AI, Robotics & Technology Opportunity Portfolio, Series 10
First Trust Portfolios
Domestic Equity
12/11/19
3/11/21
CAMIIX
Alerian Energy Infrastructure & MLP Capital Strength Portfolio, Series 9
Guggenheim Funds Distributors
Global Equity
1/7/20
4/8/21
ICPRCX
All Cap Core Strategy, 2020-1
Invesco Capital Markets
Domestic Equity
1/16/20
4/16/21
CAIPNX
Alternative Income Portfolio, Series 14
Guggenheim Funds Distributors
Multi-Asset Allocation
10/8/19
10/8/21
FMHBDX
Alternative Income Portfolio, Series 35
First Trust Portfolios
Multi-Asset Allocation
11/1/19
11/1/21
FEVWVX
American Agenda Portfolio, Series 11
First Trust Portfolios
Domestic Equity
10/25/19
10/25/21
IAIGAX
American Infrastructure Growth Portfolio, 2019-4
Invesco Capital Markets
Domestic Equity
10/25/19
10/22/21
IAILAX
American Innovation Leaders Portfolio, 2019-4
Invesco Capital Markets
Domestic Equity
12/16/19
3/15/21
AMRNUX
American Renaissance Portfolio - A CJL LLC Portfolio, Series 2019-4
Advisors Asset Management
Domestic Equity
12/13/19
12/9/21
ANGADX
Angels Portfolio, Series 2020-1Q
Advisors Asset Management
Domestic Equity
1/10/20
4/14/21
SMARWX
Argus Dividend Growers Total Return Trust, Series 23
Hennion & Walsh
Domestic Equity
1/7/20
4/13/21
BGIGTX
Bahl & Gaynor Income Growth Portfolio, Series 2019-4Q
Advisors Asset Management
Domestic Equity
11/14/19
2/16/21
SMGAOX
Bahl & Gaynor smig (Small/Mid Cap Income Growth) Portfolio, Series 2019-4Q
Advisors Asset Management
Domestic Equity
12/10/19
3/15/21
IBDIPX
Balanced Dividend Sustainability & Income Portfolio, 2019-4
Invesco Capital Markets
Multi-Asset Allocation
11/5/19
11/3/21
CGBIDX
Balanced Income Builder Portfolio, Series 29
Guggenheim Funds Distributors
Multi-Asset Allocation
10/18/19
10/18/21
FQTAPX
Balanced Income Equity and ETF Portfolio, Series 40
First Trust Portfolios
Multi-Asset Allocation
12/5/19
12/6/21