FIRST TRUST Fund Family

Return to Fund Listings

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
FIRST TRUST SHORT DUR HIGH INCM A (FDHAX)
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1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST SHORT DUR HIGH INCM I (FDHIX)
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1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST CONFLUENCE SM CAP VALUE A (FOVAX)
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1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST CONFLUENCE SM CAP VALUE I (FOVIX)
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1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST PREFERRED SEC AND INCM A (FPEAX)
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1 $2,500.00 $0.00 $1,000.00 $0.00
FIRST TRUST PREFERRED SEC & INC F (FPEFX)
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1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST PREFERRED SEC AND INCM I (FPEIX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.