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Separately Managed Accounts

Equity Strategies

FTA/Morningstar International Core

FTA/Morningstar Multi-Discipline All Equity

Large Cap Opportunistic Value

Small Cap Core

Value Line® Rising Dividend

Value Line® Strategic Growth

Municipal Bond Strategies

FTA High Income Intermediate Maturity Municipal Bond

FTA Intermediate Maturity Municipal Bond

FTA Total Return Municipal Bond

Target Outcome Strategies

FT Vest U.S. Equity Buffer SMA

Closed-End Fund Strategies

FTA Balanced Closed-End Fund

FTA Modified Equity Value Closed-End Fund

FTA Municipal Closed-End Fund

FTA Taxable Fixed-Income Closed-End Fund

Asset Allocation Strategies

ETF Asset Allocation Growth

ETF Asset Allocation Moderate Growth

FTA/Morningstar Multi-Discipline 20/80

FTA/Morningstar Multi-Discipline 40/60

FTA/Morningstar Multi-Discipline 60/40

FTA/Morningstar Multi-Discipline 75/25

FTA/Morningstar Multi-Discipline 90/10

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, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.

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