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 February 2019, 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: February 2019 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 |