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)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST SHORT DUR HIGH INCM I (FDHIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST CONFLUENCE SM CAP VALUE A (FOVAX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST CONFLUENCE SM CAP VALUE I (FOVIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST PREFERRED SEC AND INCM A (FPEAX)
Prospectus Unavailable
1 $2,500.00 $0.00 $1,000.00 $0.00
FIRST TRUST PREFERRED SEC & INC F (FPEFX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
FIRST TRUST PREFERRED SEC AND INCM I (FPEIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These include marketing fees known as 12b-1 fees, as well as certain record keeping or shareholder services fees. Such fees are included in the funds’ 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.