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Diversified Income & Growth, Summer 2017  Ticker: FQLDJX
A unit investment trust of 25 stocks designed to provide income and growth potential through an investment strategy that capitalizes on the power of rising dividends.
Product Code: DSSU17
Portfolio Status: Secondary
Initial Offer Date: 05/08/2017
Secondary Date: 06/12/2017
Portfolio Ending Date: 05/06/2022
Tax Structure: Regulated Investment Company
Distributions: Monthly
Initial Offer Price: $10.0000
NAV(*): $9.8556
POP(*): Not Avail
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 * $0.2006
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 14.29%
Consumer Staples  Consumer Staples 15.70%
Energy  Energy 3.84%
Financials  Financials 12.80%
Health Care  Health Care 12.85%
Industrials  Industrials 7.86%
Information Technology  Information Technology 17.63%
Materials  Materials 4.26%
Real Estate  Real Estate 3.86%
Telecommunication Services  Telecommunication Services 0.00%
Utilities  Utilities 6.71%
Other  Other 0.20%
  Large Mid Small  
Growth  37.03% 11.79% 0.00%  
Value  44.91% 6.07% 0.00%  

 Style Weighting
Large-Cap Growth 37.03%
Large-Cap Value 44.91%
Mid-Cap Growth 11.79%
Mid-Cap Value 6.07%
Small-Cap Growth 0.00%
Small-Cap Value 0.00%
Undetermined 0.20%
U.S. Stocks 91.83%   Other 0.20%
Non-U.S. Stocks 7.97%      
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 $118,617.75
Weighted Average Price/Earnings 22.71
Weighted Average Price/Book 3.13
As of 11/22/2017
All market capitalization numbers are in USD$ Millions

 Holdings  Export Current Holdings | View Initial Holdings  
 UnitedHealth Group Incorporated UNH Health Care  Health Care Large-Cap Growth 4.70%
 Microsoft Corporation MSFT Information Technology  Information Technology Large-Cap Growth 4.67%
 Brown-Forman Corporation BF/B Consumer Staples  Consumer Staples Large-Cap Growth 4.63%
 Analog Devices, Inc. ADI Information Technology  Information Technology Large-Cap Value 4.56%
 Aflac Incorporated AFL Financials  Financials Large-Cap Value 4.43%
 Johnson & Johnson JNJ Health Care  Health Care Large-Cap Growth 4.34%
 Paychex, Inc. PAYX Information Technology  Information Technology Large-Cap Growth 4.28%
 Air Products and Chemicals, Inc. APD Materials  Materials Large-Cap Value 4.26%
 BlackRock, Inc. BLK Financials  Financials Large-Cap Value 4.21%
 Chubb Limited CB Financials  Financials Large-Cap Value 4.16%
 Eversource Energy ES Utilities  Utilities Large-Cap Value 4.14%
 Cisco Systems, Inc. CSCO Information Technology  Information Technology Large-Cap Value 4.12%
 W.W. Grainger, Inc. GWW Industrials  Industrials Mid-Cap Growth 4.10%
 Federal Realty Investment Trust FRT Real Estate  Real Estate Mid-Cap Growth 3.86%
 Exxon Mobil Corporation XOM Energy  Energy Large-Cap Value 3.84%
 McCormick & Company, Incorporated MKC Consumer Staples  Consumer Staples Mid-Cap Growth 3.83%
 Medtronic Plc MDT Health Care  Health Care Large-Cap Value 3.81%
 United Technologies Corporation UTX Industrials  Industrials Large-Cap Value 3.76%
 Costco Wholesale Corporation COST Consumer Staples  Consumer Staples Large-Cap Growth 3.74%
 Starbucks Corporation SBUX Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.65%
 Comcast Corporation (Class A) CMCSA Consumer Discretionary  Consumer Discretionary Large-Cap Value 3.62%
 The Walt Disney Company DIS Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.55%
 The J.M. Smucker Company SJM Consumer Staples  Consumer Staples Mid-Cap Value 3.50%
 The TJX Companies, Inc. TJX Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.47%
 SCANA Corporation SCG Utilities  Utilities Mid-Cap Value 2.57%
Total Number of Holdings:    25
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.

IRA Risk. There may be tax consequences unless units are purchased in an IRA or other qualified plan.

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.

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.

Fund Cusip Information
30302N580 (Cash)
30302N598 (Reinvest)
30302N606 (Cash-Fee)
30302N614 (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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