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S&P Target SMid 60, 2nd Qtr 2017  Ticker: FJNEWX
 
Description
This unit investment trust seeks above-average total return; however, there is no assurance the objective will be met. The stocks in the portfolio are selected by applying a disciplined investment strategy which adheres to pre-determined screens and factors.
 
Summary
Product Code: 602Q17
Portfolio Status: Secondary
Initial Offer Date: 04/10/2017
Secondary Date: 07/10/2017
Portfolio Ending Date: 07/09/2018
Tax Structure: Regulated Investment Company
Distributions: Semi-Annual
 
Initial Offer Price: $10.0000
NAV(*): $10.0784
POP(*): $10.3315
Remaining Deferred Sales Charge: $0.0000
* As of Trade Date: 11/22/2017 4:00pm ET
The Public Offering Price (POP) represents the net asset value per unit plus any applicable organization costs and sales charges. The Net Asset Value (NAV) represents the value per unit of a trust’s portfolio securities and other assets reduced by applicable deferred sales charges and other liabilities.

 Estimated Net Annual Distribution Per Unit
Estimated Net Annual Distribution Per Unit * $0.1337
As of 11/20/2017
* The estimates are based on annualizing the most recent dividends declared by the issuers of the securities included in the portfolio. There is no guarantee that the issuers of the securities included in the portfolio will declare distributions in the future or that, if declared, they will either remain at current levels or increase over time.

 Holdings Analysis Click here to Perform a Benchmark Comparison  
 Sector Weighting
Consumer Discretionary  Consumer Discretionary 29.18%
Consumer Staples  Consumer Staples 2.93%
Energy  Energy 4.96%
Financials  Financials 20.22%
Health Care  Health Care 5.40%
Industrials  Industrials 9.81%
Information Technology  Information Technology 10.36%
Materials  Materials 0.00%
Real Estate  Real Estate 12.87%
Telecommunication Services  Telecommunication Services 1.28%
Utilities  Utilities 2.48%
Other  Other 0.51%
 
  Large Mid Small  
Growth  0.00% 0.00% 1.31%  
Value  0.00% 31.27% 66.91%  

 Style Weighting
Large-Cap Growth 0.00%
Large-Cap Value 0.00%
Mid-Cap Growth 0.00%
Mid-Cap Value 31.27%
Small-Cap Growth 1.31%
Small-Cap Value 66.91%
Undetermined 0.51%
 Composition
U.S. Stocks 91.47%   Other 0.51%
Non-U.S. Stocks 8.02%      
The style and sector characteristics of the portfolio are determined as of 11/22/2017 and will likely vary thereafter due to market fluctuations in the underlying securities.  

 Key Stats
Weighted Average Market Cap $3,230.62
Weighted Average Price/Earnings 17.62
Weighted Average Price/Book 1.10
As of 11/22/2017
All market capitalization numbers are in USD$ Millions

 Holdings  Export Current Holdings | View Initial Holdings  
NameSymbolSectorStyleWeighting
 KB Home KBH Consumer Discretionary  Consumer Discretionary Small-Cap Value 3.09%
 Vishay Intertechnology, Inc. VSH Information Technology  Information Technology Small-Cap Value 3.08%
 First American Financial Corporation FAF Financials  Financials Mid-Cap Value 3.05%
 CalAtlantic Group, Inc. CAA Consumer Discretionary  Consumer Discretionary Mid-Cap Value 3.04%
 Toll Brothers, Inc. TOL Consumer Discretionary  Consumer Discretionary Mid-Cap Value 2.88%
 Halyard Health, Inc. HYH Health Care  Health Care Small-Cap Value 2.55%
 Reinsurance Group of America, Incorporated RGA Financials  Financials Mid-Cap Value 2.53%
 Aaron's, Inc. AAN Consumer Discretionary  Consumer Discretionary Small-Cap Value 2.52%
 Great Plains Energy Incorporated GXP Utilities  Utilities Mid-Cap Value 2.48%
 CNO Financial Group, Inc. CNO Financials  Financials Mid-Cap Value 2.48%
 Arrow Electronics, Inc. ARW Information Technology  Information Technology Mid-Cap Value 2.34%
 Adtalem Global Education Inc. ATGE Consumer Discretionary  Consumer Discretionary Small-Cap Value 2.30%
 Old Republic International Corporation ORI Financials  Financials Mid-Cap Value 2.22%
 Medical Properties Trust, Inc. MPW Real Estate  Real Estate Mid-Cap Value 2.19%
 International Speedway Corporation ISCA Consumer Discretionary  Consumer Discretionary Small-Cap Value 2.18%
 AECOM ACM Industrials  Industrials Mid-Cap Value 2.18%
 LaSalle Hotel Properties LHO Real Estate  Real Estate Small-Cap Value 2.07%
 Graham Holdings Company GHC Consumer Discretionary  Consumer Discretionary Small-Cap Value 2.03%
 RenaissanceRe Holdings Ltd. RNR Financials  Financials Mid-Cap Value 1.98%
 Everest Re Group, Ltd. RE Financials  Financials Mid-Cap Value 1.95%
 Senior Housing Properties Trust SNH Real Estate  Real Estate Mid-Cap Value 1.95%
 Rowan Companies Plc RDC Energy  Energy Small-Cap Value 1.94%
 Knowles Corporation KN Information Technology  Information Technology Small-Cap Value 1.91%
 Esterline Technologies Corporation ESL Industrials  Industrials Small-Cap Value 1.79%
 Mack-Cali Realty Corporation CLI Real Estate  Real Estate Small-Cap Value 1.76%
 NetScout Systems, Inc. NTCT Information Technology  Information Technology Small-Cap Value 1.72%
 M/I Homes, Inc. MHO Consumer Discretionary  Consumer Discretionary Small-Cap Value 1.59%
 William Lyon Homes (Class A) WLH Consumer Discretionary  Consumer Discretionary Small-Cap Value 1.56%
 Forestar Group Inc. FOR Real Estate  Real Estate Small-Cap Value 1.55%
 Kelly Services, Inc. KELYA Industrials  Industrials Small-Cap Value 1.54%
 Encore Capital Group, Inc. ECPG Financials  Financials Small-Cap Value 1.54%
 LifePoint Health, Inc. LPNT Health Care  Health Care Small-Cap Value 1.51%
 Meritage Homes Corporation MTH Consumer Discretionary  Consumer Discretionary Small-Cap Value 1.46%
 Office Depot, Inc. ODP Consumer Discretionary  Consumer Discretionary Small-Cap Value 1.43%
 Employers Holdings, Inc. EIG Financials  Financials Small-Cap Value 1.40%
 Magellan Health, Inc. MGLN Health Care  Health Care Small-Cap Value 1.34%
 ePlus inc. PLUS Information Technology  Information Technology Small-Cap Growth 1.31%
 AAR CORP. AIR Industrials  Industrials Small-Cap Value 1.28%
 Iridium Communications Inc. IRDM Telecommunication Services  Telecommunication Services Small-Cap Value 1.28%
 Chesapeake Lodging Trust CHSP Real Estate  Real Estate Small-Cap Value 1.28%
 Ensco Plc ESV Energy  Energy Small-Cap Value 1.27%
 Aegion Corporation AEGN Industrials  Industrials Small-Cap Value 1.27%
 Darling Ingredients Inc. DAR Consumer Staples  Consumer Staples Small-Cap Value 1.25%
 M.D.C. Holdings, Inc. MDC Consumer Discretionary  Consumer Discretionary Small-Cap Value 1.24%
 J.C. Penney Company, Inc. JCP Consumer Discretionary  Consumer Discretionary Small-Cap Value 1.15%
 Dime Community Bancshares, Inc. DCOM Financials  Financials Small-Cap Value 1.10%
 Banc of California, Inc. BANC Financials  Financials Small-Cap Value 1.09%
 DiamondRock Hospitality Company DRH Real Estate  Real Estate Small-Cap Value 1.08%
 Atlas Air Worldwide Holdings, Inc. AAWW Industrials  Industrials Small-Cap Value 1.07%
 Hersha Hospitality Trust HT Real Estate  Real Estate Small-Cap Value 0.99%
 Cloud Peak Energy Inc. CLD Energy  Energy Small-Cap Value 0.95%
 OFG Bancorp OFG Financials  Financials Small-Cap Value 0.88%
 The Andersons, Inc. ANDE Consumer Staples  Consumer Staples Small-Cap Value 0.85%
 Universal Corporation UVV Consumer Staples  Consumer Staples Small-Cap Value 0.83%
 Archrock, Inc. AROC Energy  Energy Small-Cap Value 0.80%
 Biglari Holdings Inc. BH Consumer Discretionary  Consumer Discretionary Small-Cap Value 0.78%
 Superior Industries International, Inc. SUP Consumer Discretionary  Consumer Discretionary Small-Cap Value 0.73%
 Essendant Inc. ESND Industrials  Industrials Small-Cap Value 0.68%
 Ascena Retail Group, Inc. ASNA Consumer Discretionary  Consumer Discretionary Small-Cap Value 0.61%
 Genesco Inc. GCO Consumer Discretionary  Consumer Discretionary Small-Cap Value 0.59%
 
Total Number of Holdings:    60
Underlying Securities information represented above is as of 11/22/2017 but will vary with future fluctuations in the market.

Risk Considerations

Equity Risk. An investment in a portfolio containing common stocks is subject to certain risks, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market.

Sector Concentration Risk. A portfolio which is concentrated in an individual sector is subject to additional risks, including limited diversification.

Consumer Products Risk. The companies engaged in the consumer products sector are subject to global competition, changing government regulations and trade policies, currency fluctuations, and the financial and political risks inherent in producing products for foreign markets.

Foreign Securities Risk. An investment in securities of foreign issuers should be made with an understanding of the additional risks involved, such as currency fluctuations, political risk, withholding, the lack of adequate financial information, and exchange control restrictions impacting foreign issuers.

REITs Risk. An investment in a portfolio containing REIT securities is subject to additional risks including limited diversification. Companies involved in the real estate industry are subject to changes in the real estate market, vacancy rates and competition, volatile interest rates and economic recession.

Small-Cap and Mid-Cap Risk. An investment in a portfolio containing small-cap and mid-cap companies is subject to additional risks, as the share prices of small-cap companies and certain mid-cap companies are often more volatile than those of larger companies due to several factors, including limited trading volumes, products, financial resources, management inexperience and less publicly available information.

Volatility Risk. The value of the securities held by the trust may be subject to steep declines or increased volatility due to changes in performance or perception of the issuers.

All data used for the sector and style classification comparisons is from Bloomberg Finance L.P, which we believe to be reliable, but do not take responsibility for its accuracy.

The style and capitalization characteristics used to describe the stocks are designed to help you understand how they fit into your overall investment plan. Due to changes in the value of the stocks the characteristics may vary over time. In general, growth stocks have high relative price-to-book ratios while value stocks have low relative price-to-book ratios. In determining market capitalization characteristics, we analyze the market capitalizations of the 3,000 largest stocks in the U.S. (excluding foreign securities, ADRs, limited partnerships and regulated investment companies) on a monthly basis. Companies with market capitalizations among the largest 10% are considered Large-Cap securities, the next 20% are considered Mid-Cap securities and the remaining securities are considered Small-Cap securities.

Although the portfolio terminates in approximately one year, the strategy is long-term. Investors should consider their ability to pursue investing in successive portfolios, if available. There may be tax consequences unless units are purchased in an IRA or other qualified plan.

You should carefully consider the trust's investment objectives, risks, and charges and expenses before investing. Contact your financial advisor or call First Trust Portfolios, L.P. at 1.800.621.1675 to request a prospectus, which contains this and other information about the trust. Read it carefully before you invest.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state to any person to whom it is not lawful to make such an offer. Sales of any of these securities must include prospectus delivery and the services of a retail broker/dealer duly licensed in the appropriate states.

Not FDIC Insured, Not Bank Guaranteed and May Lose Value.

"S&P", "S&P MidCap 400", "S&P SmallCap 600", "S&P 500" and "Standard & Poor's" are trademarks of McGraw-Hill Companies, Inc. and have been licensed for use by First Trust Portfolios L.P. The portfolio is not sponsored, endorsed, sold, or promoted by Standard & Poor's and Standard & Poor's makes no representation regarding the advisability of investing in such products.

Fund Cusip Information
30302K420 (Cash)
30302K438 (Reinvest)
30302K446 (Cash-Fee)
30302K453 (Reinvest-Fee)
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The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. First Trust has no knowledge of and has not been provided any information regarding any investor. Financial advisors must determine whether particular investments are appropriate for their clients. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients.
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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