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.