Sabrient UITs
Sabrient partnered with First Trust Portfolios in 2013 to create our first unit investment trust (UIT), which was the 2013 Baker's Dozen UIT. As of June 2020, we have dozens of current portfolios within seven 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: October 7, 2021 Learn about the UIT Process.
| UIT Series | ||||
|---|---|---|---|---|
| SERIES NAME | DATE LAUNCHED | CURRENT PORTFOLIOS | TERMNATED PORTFOLIOS | COMMENTS |
| Baker's Dozen | January 2013 | 5 | 42 | Beginning 2020, Quarterly, 15-month term |
| Dividend | April 2013 | 8 | 29 | Quarterly - 24-month term |
| Dividend Opportunity | April 2018 | 1 | 10 | Series will be discontinued on 12-28-21 |
| Forward Looking Value | June 2013 | 2 | 7 | Annual - 15-month term |
| Small Cap Growth | February 2014 | 4 | 27 | Quarterly - 15-month term |
| Discontinued Series | ||||
| Rising Rate | June 2017 | 0 | 12 | Series Discontinued August 2021 |
| Defensive Equity | October 2014 | 0 | 21 | Series Discontiniued November 2020 |
| International Opportunity | June 2018 | 0 | 2 | Series Discontiniued December 2019 |
| Weak Treasury Series | June 2015 | 0 | 5 | Replaced by Rising Rate Series |