Sabrient UITs

In 2013 Sabrient partnered with First Trust Portfolios to create our first unit investment trust (UIT), which was the 2013 Baker's Dozen UIT. Since then, an additional eight series have been launched. As of June 2018, we have dozens of portfolios within those series, as shown in the table below. To learn more about a series, click the Series Name. That will take you to a page that lists all the portfolios within that series, both current and terminated, with links to portfolio details on the First Trust website.

Updated:  June 15, 2013                                                                            Learn about the UIT Process.

UIT Series
SERIES NAME DATE LAUNCHED CURRENT PORTFOLIOS TERMNATED PORTFOLIOS COMMENTS
Baker's Dozen  January 2013 13 8 Monthly - 13-month term
Defensive Equity October 2014 4 11 Quarterly - 15-month term
Dividend April 2013 9 14 Quarterly - 24-month term
Dividend Opportunity April 2018 1 -- New - 15-month term
Forward Looking Value June 2013 1 4 Annual - 15-month term
International Opportunity June 2018 1 0 New - 15-month term
Rising Rate June 2015 4 4 Quarterly - 24-month term
Small Cap Growth February 2014 5 13 Quarterly - 15-month term
Weak Treasury Series June 2015 0 5 Replaced by Rising Rate Series