Web15 rows · First Trust Capital Strength Portfolio; First Trust Dorsey Wright Tactical Core Portfolio; First Trust/Dow Jones Dividend & Income Allocation Portfolio; First Trust International Developed Capital Strength Portfolio; First Trust Multi Income Allocation … Investment Objective/Strategy - First Trust Senior Floating Rate Income Fund II … First Trust Closed-End Funds; First Trust Capital Management L.P. - Closed-End … Investment Objective/Strategy - First Trust/abrdn Global Opportunity Income … WebFirst Trust Closed-End Funds; First Trust Capital Management L.P. - Closed-End Interval Funds; Fund Tax Center; Mutual Funds. ... 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 professionals are responsible for evaluating ...
First Trust Energy Infrastructure Fund - Closed-End Funds
WebMay 26, 2024 · Bond Closed-End Funds. Historically, bond funds have accounted for a large share of assets in closed-end funds. At year-end 2011, 61 percent of all closed-end fund assets were held by bond funds, with the remainder held by equity funds. At year-end 2024, assets in bond closed-end funds were $186 billion, or 60 percent of closed-end … WebAug 22, 2016 · First Trust Energy Infrastructure Fund ( FIF) FIF is primarily an equity only closed end fund with about 40% exposure to utilities. It is currently trading at a discount of 10.42% and yields a 7. ... inaugural thesaurus
First Trust Composite Closed-End Fund Index Total Return …
WebUtility Income Fund (UTG) seeks to provide a high level of after-tax total return consisting primarily of tax-advantaged dividend income and capital appreciation. It intends to invest at least 80% of its total assets in dividend-paying common and preferred stocks and debt instruments of companies within the utility industry. The remaining 20% of its assets may … WebFirst name is required. Invalid format, avoid special characters or numbers. Last name. ... John Hancock Investment Management LLC is the investment advisor for the closed-end funds. ... John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, ... WebMar 16, 2024 · A closed-end fund, or CEF, is an investment company that is managed by an investment firm. Closed-end funds raise a certain amount of money through an initial … inaugural warhorse charity golf tournament