Sabrient Baker's Dozen Portfolio, August 2017 Series
Sabrient Systems, LLC ("Sabrient") is an independent equity research firm that builds powerful investment strategies by using a fundamentals-based, quantitative approach. The strategies are used to
create rankings and ratings on more than 7,000 stocks, indices, sectors, and ETFs. Their models are designed to identify those companies that are anticipated to outperform or underperform the market.
The Sabrient Baker's Dozen Portfolio is a unit investment trust which invests in 13 top-ranked stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well
in the coming year. They are GARP stocks – stocks that they believe represent growth at a reasonable price – and they are meant to be held for the full 13-month term of the trust.
This unit investment trust seeks above-average capital appreciation; however, there is no assurance the objective will be met.
Portfolio Selection Process
| Not FDIC Insured Not Bank Guaranteed May Lose Value
You should carefully consider the portfolio'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 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 information technology 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 information technology sector are
subject to fierce competition, high research
and development costs, and their products
and services may be subject to rapid
obsolescence. Technology company stocks,
especially those which are Internet-related,
may experience extreme price and volume
fluctuations that are often unrelated to their
An investment in foreign securities should be made with an
understanding of the additional risks involved with foreign
issuers, such as currency and interest rate fluctuations,
nationalization or other adverse political or economic
developments, lack of liquidity of certain foreign markets,
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
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
Although this portfolio terminates in approximately 13 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.