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Capital Strength Opportunity, 7  Ticker: FEHRTX
 
Description
A unit investment trust that seeks above average capital appreciation by investing in a portfolio of well-capitalized companies with strong balance sheets.
Please note that there is no assurance the objective will be met.
 
Summary
Product Code: CPSO7
Portfolio Status: Secondary
Initial Offer Date: 11/28/2018
Secondary Date: 02/25/2019
Portfolio Ending Date: 02/28/2020
Tax Structure: Regulated Investment Company
Distributions: Semi-Annual
 
Historical 12-Month Distribution Rate of Trust Holdings:^ 1.39%
Initial Offer Price: $10.0000
NAV(*): $10.1843
POP(*): $10.3237
Remaining Deferred Sales Charge: $0.1350
* As of Trade Date: 03/15/2019 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.
^There is no guarantee the issuers of the securities included in the trust will declare dividends or distributions in the future. The historical distribution rate of the securities included in the trust is for illustrative purposes only and is not indicative of the trust's distribution rate. The historical distribution rate is calculated by dividing the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio by the trust's offering price and is reduced to account for the effects of fees and expenses which will be incurred when investing in a trust. Certain of the issuers may have reduced their dividends or distributions over the prior twelve months. The distribution rate paid by the trust may be higher or lower than the amount shown above due to certain factors that may include, but are not limited to, a change in the dividends or distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio.

 Holdings Analysis Click here to Perform a Benchmark Comparison  
 Sector Weighting
Communication Services  Communication Services 10.59%
Consumer Discretionary  Consumer Discretionary 10.17%
Consumer Staples  Consumer Staples 6.60%
Energy  Energy 9.38%
Financials  Financials 13.66%
Health Care  Health Care 12.39%
Industrials  Industrials 12.93%
Information Technology  Information Technology 20.73%
Materials  Materials 3.12%
Real Estate  Real Estate 0.00%
Utilities  Utilities 0.00%
Other  Other 0.43%
 
  Large Mid Small  
Growth  64.27% 0.00% 0.00%  
Value  35.30% 0.00% 0.00%  

 Style Weighting
Large-Cap Growth 64.27%
Large-Cap Value 35.30%
Mid-Cap Growth 0.00%
Mid-Cap Value 0.00%
Small-Cap Growth 0.00%
Small-Cap Value 0.00%
Undetermined 0.43%
 Composition
U.S. Stocks 96.32%   Other 0.43%
Non-U.S. Stocks 3.25%      
The style and sector characteristics of the portfolio are determined as of 03/15/2019 and will likely vary thereafter due to market fluctuations in the underlying securities.  

 Key Stats
Weighted Average Market Cap $188,235.87
Weighted Average Price/Earnings 17.95
Weighted Average Price/Book 4.31
As of 3/15/2019
All market capitalization numbers are in USD$ Millions

 Holdings  Export Current Holdings | View Initial Holdings  
NameSymbolSectorStyleWeighting
 Facebook, Inc. (Class A) FB Communication Services  Communication Services Large-Cap Growth 3.81%
 Mastercard Incorporated MA Information Technology  Information Technology Large-Cap Growth 3.74%
 Electronic Arts Inc. EA Communication Services  Communication Services Large-Cap Growth 3.60%
 S&P Global Inc. SPGI Financials  Financials Large-Cap Growth 3.56%
 Intel Corporation INTC Information Technology  Information Technology Large-Cap Value 3.52%
 Fortive Corporation FTV Industrials  Industrials Large-Cap Growth 3.51%
 Aflac Incorporated AFL Financials  Financials Large-Cap Value 3.50%
 Adobe Incorporated ADBE Information Technology  Information Technology Large-Cap Growth 3.47%
 Amazon.com, Inc. AMZN Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.46%
 Union Pacific Corporation UNP Industrials  Industrials Large-Cap Growth 3.45%
 Valero Energy Corporation VLO Energy  Energy Large-Cap Value 3.44%
 Apple Inc. AAPL Information Technology  Information Technology Large-Cap Growth 3.39%
 Ross Stores, Inc. ROST Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.39%
 T. Rowe Price Group, Inc. TROW Financials  Financials Large-Cap Value 3.38%
 Microsoft Corporation MSFT Information Technology  Information Technology Large-Cap Growth 3.36%
 Zoetis Inc. ZTS Health Care  Health Care Large-Cap Growth 3.33%
 The Home Depot, Inc. HD Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.32%
 Costco Wholesale Corporation COST Consumer Staples  Consumer Staples Large-Cap Growth 3.31%
 Altria Group, Inc. MO Consumer Staples  Consumer Staples Large-Cap Growth 3.29%
 Anthem, Inc. ANTM Health Care  Health Care Large-Cap Value 3.27%
 Accenture Plc ACN Information Technology  Information Technology Large-Cap Growth 3.25%
 ConocoPhillips COP Energy  Energy Large-Cap Value 3.24%
 Raytheon Company RTN Industrials  Industrials Large-Cap Growth 3.24%
 BlackRock, Inc. BLK Financials  Financials Large-Cap Value 3.22%
 The Walt Disney Company DIS Communication Services  Communication Services Large-Cap Value 3.18%
 Nucor Corporation NUE Materials  Materials Large-Cap Value 3.12%
 AbbVie Inc. ABBV Health Care  Health Care Large-Cap Growth 2.91%
 UnitedHealth Group Incorporated UNH Health Care  Health Care Large-Cap Growth 2.88%
 Delta Air Lines, Inc. DAL Industrials  Industrials Large-Cap Value 2.73%
 EOG Resources, Inc. EOG Energy  Energy Large-Cap Value 2.70%
 
Total Number of Holdings:    30
Underlying Securities information represented above is as of 03/15/2019 but will vary with future fluctuations in the market.

 Deferred Sales Charge Schedule
Amount Date
$0.04500 March 20, 2019
$0.04500 April 18, 2019
$0.04500 May 20, 2019

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.

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.

Term Risk - 15 months. Although this unit investment trust 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.

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.

Operational Risk. As the use of Internet technology has become more prevalent in the course of business, the trust has become more susceptible to potential operational risks through breaches in cyber security.

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
30310H328 (Cash)
30310H336 (Reinvest)
30310H344 (Cash-Fee)
30310H351 (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, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
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