Chaikin Low Beta Growth Portfolio, Series 8
Chaikin Analytics LLC ("Chaikin") is an independent equity research firm which builds investment
strategies based on an eclectic 20-factor quantamental model. The model incorporates value,
earnings, sentiment and technical inputs to produce a Chaikin Power Gauge Rating™ for 5000 U.S.
listed equity securities. Chaikin believes that these ratings are a statistically reliable indication of a
stock's likelihood to outperform or underperform the market over a 3 to 6-month time horizon
and are integral to Chaikin's investment portfolio creation process.
The Chaikin Low Beta Growth Portfolio is a unit investment trust which invests in 20 companies
selected from the S&P 500 Index. Chaikin selects the portfolio using factor screens which are
designed to identify low beta stocks with a bullish underlying Chaikin Power Gauge RatingTM where
earnings are being reinvested back into the company. The selection process also includes screens to
eliminate companies which Chaikin believes are likely to be employing overly aggressive accounting
techniques. By definition, beta is simply a measure of a stock's volatility in relation to the market. Low
beta stocks tend to have lower volatility than the market as a whole.
About Marc Chaikin
Stock market expert Marc Chaikin has spent forty-five years developing computerized trading
systems and tools for both retail and institutional investors and traders. He has lectured worldwide
on the development of computerized investment models. His work on supply and demand
analysis culminated in the creation of the widely-used Chaikin Money Flow and Chaikin
Persistency of Money Flow Indicators. His quantitative analysis tools are industry standards and
are found on most trading platforms world-wide.
His most recent venture is Chaikin Analytics, LLC, founded in 2009 to deliver proven stock analytics
to financial service professionals and individual investors.
This unit investment trust seeks above-average
capital appreciation; however, there is no
assurance the objective will be met.
| Not FDIC Insured Not Bank Guaranteed May Lose Value
You should consider the portfolio's investment objectives, risks, and
charges and expenses carefully 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 portfolio. Read it carefully
before you invest.
An investment in this unmanaged unit investment trust should be made with an understanding of the risks involved with owning common stocks, 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.
You should be aware that the portfolio is concentrated in stocks in both the consumer products
and health care sectors which involves additional risks, including limited diversification. The
companies engaged in the consumer products industry 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. The companies engaged
in the health care sector are subject to fierce competition, high research and development costs,
governmental regulations, loss of patent protection, and changing consumer spending trends.
One of the common stocks in the portfolio is issued by a foreign entity. An investment in a
portfolio containing equity securities of foreign issuers is subject to additional risks, including
currency fluctuations, political risks, withholding, the lack of adequate financial information,
and exchange control restrictions impacting foreign issuers.
An investment in a portfolio containing small-cap and mid-cap
companies is subject to additional risks, as the share prices of smallcap
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.
Although this portfolio terminates in approximately 15 months, 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.
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.