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40/60 Strategic Allocation Portfolio, 1st Quarter 2018 Series
Ticker Symbol: FBMDUX

Portfolio Objective

The 40/60 Strategic Allocation Portfolio is a unit investment trust that seeks above-average total return; however, there is no assurance the objective will be met.

Ticker Company Name Initial
Large-Cap Strategy Stocks
MO Altria Group, Inc. 0.33% $69.61
APH Amphenol Corporation 0.33% 91.83
AMAT Applied Materials, Inc. 0.33% 53.45
BBY Best Buy Co., Inc. 0.33% 73.25
BIIB Biogen Inc. 0.33% 335.95
CERN Cerner Corporation 0.33% 72.90
COST Costco Wholesale Corporation 0.33% 191.84
DG Dollar General Corporation 0.33% 99.10
DLTR Dollar Tree, Inc. 0.34% 114.84
FB Facebook, Inc. 0.33% 179.37
FDX FedEx Corporation 0.33% 271.85
GD General Dynamics Corporation 0.34% 210.59
HCA HCA Healthcare, Inc. 0.33% 88.80
ILMN Illumina, Inc. 0.33% 244.72
ISRG Intuitive Surgical, Inc. 0.33% 419.04
LRCX Lam Research Corporation 0.33% 188.51
MNST Monster Beverage Corporation 0.33% 63.77
NOC Northrop Grumman Corporation 0.33% 315.15
ORLY O’Reilly Automotive, Inc. 0.33% 258.60
PSA Public Storage 0.33% 193.55
RTN Raytheon Company 0.34% 197.46
ROST Ross Stores, Inc. 0.33% 83.58
SWKS Skyworks Solutions, Inc. 0.33% 101.21
SYY Sysco Corporation 0.33% 61.38
TROW T. Rowe Price Group, Inc. 0.33% 115.35
TXN Texas Instruments Incorporated 0.33% 112.72
TJX The TJX Companies, Inc. 0.33% 78.28
UNH UnitedHealth Group Incorporated 0.33% 228.64
VZ Verizon Communications Inc. 0.33% 51.86
WM Waste Management, Inc. 0.33% 88.27
Large-Cap Value Strategy Stocks
ALL The Allstate Corporation 0.33% 102.11
ANTM Anthem, Inc. 0.33% 239.82
CNC Centene Corporation 0.33% 109.48
CI Cigna Corporation 0.33% 213.39
CME CME Group Inc. 0.33% 152.73
GLW Corning Incorporated 0.34% 34.66
CVS CVS Health Corporation 0.33% 78.78
DHI D.R. Horton, Inc. 0.33% 51.91
ES Eversource Energy 0.33% 61.35
ESRX Express Scripts Holding Company 0.33% 80.87
XOM Exxon Mobil Corporation 0.33% 87.52
HRL Hormel Foods Corporation 0.33% 34.55
INTC Intel Corporation 0.33% 43.24
MU Micron Technology, Inc. 0.33% 42.81
MHK Mohawk Industries, Inc. 0.33% 274.07
TAP Molson Coors Brewing Company 0.33% 84.88
NEM Newmont Mining Corporation 0.33% 39.79
NEE NextEra Energy, Inc. 0.33% 150.32
NTRS Northern Trust Corporation 0.34% 107.26
NUE Nucor Corporation 0.33% 69.02
PCG PG&E Corporation 0.33% 43.82
PLD Prologis, Inc. 0.33% 61.85
SWK Stanley Black & Decker, Inc. 0.34% 173.42
TMUS T-Mobile US, Inc. 0.33% 63.68
TGT Target Corporation 0.33% 76.80
TSN Tyson Foods, Inc. 0.33% 79.90
VLO Valero Energy Corporation 0.33% 96.75
VTR Ventas, Inc. 0.33% 54.83
WEC WEC Energy Group, Inc. 0.33% 63.63
HCN Welltower Inc. 0.33% 59.16
Mid-Cap Growth Strategy Stocks
ABMD ABIOMED, Inc. 0.13% 215.11
ARMK Aramark 0.13% 44.07
CRI Carter’s, Inc. 0.13% 118.79
CBG CBRE Group, Inc. 0.13% 44.89
CAG Conagra Brands, Inc. 0.13% 36.71
EXPD Expeditors International of Washington, Inc. 0.13% 66.73
FFIV F5 Networks, Inc. 0.13% 141.81
FLIR FLIR Systems, Inc. 0.13% 50.28
GPS The Gap, Inc. 0.13% 33.87
HSIC Henry Schein, Inc. 0.13% 74.84
HOLX Hologic, Inc. 0.13% 43.71
HII Huntington Ingalls Industries, Inc. 0.13% 247.43
INGR Ingredion Incorporated 0.13% 135.96
LSTR Landstar System, Inc. 0.13% 108.45
MASI Masimo Corporation 0.13% 85.67
MMS MAXIMUS, Inc. 0.13% 71.89
MKSI MKS Instruments, Inc. 0.13% 96.20
FIZZ National Beverage Corp. 0.13% 101.29
NVR NVR, Inc. 0.12% 3558.23
ODFL Old Dominion Freight Line, Inc. 0.14% 142.58
ON ON Semiconductor Corporation 0.13% 23.57
PPC Pilgrim’s Pride Corporation 0.13% 29.69
PRAH PRA Health Sciences, Inc. 0.13% 90.06
ROL Rollins, Inc. 0.13% 47.62
RES RPC, Inc. 0.13% 24.54
TER Teradyne, Inc. 0.13% 44.60
THO Thor Industries, Inc. 0.13% 156.50
TTC The Toro Company 0.13% 66.98
WCG WellCare Health Plans, Inc. 0.14% 211.47
WSM Williams-Sonoma, Inc. 0.13% 55.49
Mid-Cap Value Strategy Stocks
AKAM Akamai Technologies, Inc. 0.13% 65.52
NLY Annaly Capital Management, Inc. 0.13% 11.30
ARW Arrow Electronics, Inc. 0.13% 83.67
ATO Atmos Energy Corporation 0.13% 79.84
CSL Carlisle Companies Incorporated 0.14% 116.96
COLM Columbia Sportswear Company 0.13% 73.50
EME EMCOR Group, Inc. 0.13% 84.14
FAF First American Financial Corporation 0.13% 59.43
FNF FNF Group 0.13% 40.76
FL Foot Locker, Inc. 0.13% 47.45
GNTX Gentex Corporation 0.13% 23.00
IDA IDACORP, Inc. 0.13% 83.32
JBLU JetBlue Airways Corporation 0.13% 22.93
LVNTA Liberty Ventures 0.13% 57.98
MD MEDNAX, Inc. 0.13% 54.22
MTG MGIC Investment Corporation 0.13% 15.12
OC Owens Corning 0.13% 95.92
PNW Pinnacle West Capital Corporation 0.13% 79.22
PVH PVH Corp. 0.13% 143.63
PWR Quanta Services, Inc. 0.13% 39.44
RGA Reinsurance Group of America, Incorporated 0.13% 163.98
RS Reliance Steel & Aluminum Co. 0.14% 90.45
SEB Seaboard Corporation 0.15% 4279.92
SKX Skechers U.S.A., Inc. 0.13% 38.55
SNA Snap-on Incorporated 0.13% 183.59
SNX SYNNEX Corporation 0.14% 137.97
TECD Tech Data Corporation 0.14% 104.85
TMK Torchmark Corporation 0.13% 92.25
UTHR United Therapeutics Corporation 0.13% 141.27
UHS Universal Health Services, Inc. (Class B) 0.13% 116.65
Small-Cap Growth Strategy Stocks
AEIS Advanced Energy Industries, Inc. 0.07% 71.23
AEO American Eagle Outfitters, Inc. 0.07% 18.34
AWR American States Water Company 0.07% 54.92
AMWD American Woodmark Corporation 0.07% 132.70
AMN AMN Healthcare Services, Inc. 0.07% 49.80
AIT Applied Industrial Technologies, Inc. 0.07% 70.20
BIG Big Lots, Inc. 0.07% 57.37
SAM The Boston Beer Company, Inc. 0.06% 190.50
CWT California Water Service Group 0.07% 42.85
CAKE The Cheesecake Factory Incorporated 0.07% 48.18
PLCE The Children’s Place, Inc. 0.06% 158.35
CRUS Cirrus Logic, Inc. 0.07% 52.84
CPS Cooper-Standard Holdings Inc. 0.07% 132.00
CORT Corcept Therapeutics Incorporated 0.07% 20.65
EVR Evercore Inc. 0.07% 97.45
FII Federated Investors, Inc. 0.07% 35.14
GDOT Green Dot Corporation 0.07% 61.61
IIVI II-VI Incorporated 0.07% 51.45
NSP Insperity, Inc. 0.07% 59.05
JJSF J & J Snack Foods Corp. 0.06% 146.50
KRO Kronos Worldwide, Inc. 0.07% 27.96
MTDR Matador Resources Company 0.07% 32.75
MRCY Mercury Systems, Inc. 0.07% 51.46
QLYS Qualys, Inc. 0.07% 63.90
RNG RingCentral, Inc. (Class A) 0.07% 52.35
SFM Sprouts Farmers Market, Inc. 0.07% 25.47
STMP Stamps.com Inc. 0.07% 192.80
UFPI Universal Forest Products, Inc. 0.07% 38.46
URBN Urban Outfitters, Inc. 0.07% 34.64
WERN Werner Enterprises, Inc. 0.07% 39.90
Small-Cap Value Strategy Stocks
AAN Aaron’s, Inc. 0.07% 41.13
ATGE Adtalem Global Education Inc. 0.07% 46.30
ARI Apollo Commercial Real Estate Finance, Inc. 0.07% 18.32
AVX AVX Corporation 0.07% 18.83
BHE Benchmark Electronics, Inc. 0.07% 30.65
BOFI BofI Holding, Inc. 0.07% 31.57
CPE Callon Petroleum Company 0.07% 12.91
CIEN Ciena Corporation 0.07% 21.94
CXP Columbia Property Trust, Inc. 0.07% 21.85
CVG Convergys Corporation 0.07% 22.90
CTB Cooper Tire & Rubber Company 0.07% 39.85
DO Diamond Offshore Drilling, Inc. 0.07% 20.13
DKS Dick’s Sporting Goods, Inc. 0.07% 33.33
NPO EnPro Industries, Inc. 0.07% 92.96
FNSR Finisar Corporation 0.07% 22.74
FCN FTI Consulting, Inc. 0.07% 43.65
GME GameStop Corp. 0.07% 17.76
HL Hecla Mining Company 0.07% 4.41
IOSP Innospec Inc. 0.07% 73.20
ISCA International Speedway Corporation 0.07% 40.15
LHO LaSalle Hotel Properties 0.07% 28.64
LPNT LifePoint Health, Inc. 0.07% 49.60
MGLN Magellan Health, Inc. 0.07% 98.25
PDM Piedmont Office Realty Trust, Inc. 0.07% 19.27
PLXS Plexus Corp. 0.07% 65.87
RPAI Retail Properties of America, Inc 0.07% 12.38
SAFM Sanderson Farms, Inc. 0.07% 131.02
SR Spire Inc. 0.07% 68.90
SAVE Spirit Airlines, Inc. 0.07% 48.26
UNFI United Natural Foods, Inc. 0.07% 47.42
International Strategy Stocks
ACN Accenture Plc 0.27% 160.11
AXAHY AXA S.A. 0.27% 32.65
BMO Bank of Montreal 0.27% 82.09
CAJ Canon Inc. 0.27% 38.90
ETN Eaton Corporation Plc 0.27% 84.24
E Eni SpA 0.27% 36.03
HTHIY Hitachi, Ltd. 0.27% 82.33
HMC Honda Motor Co., Ltd. 0.27% 35.93
KMTUY Komatsu Ltd. 0.27% 40.35
LRLCY L’Oreal S.A. 0.27% 44.73
LYG Lloyds Banking Group Plc 0.27% 3.96
LYB LyondellBasell Industries N.V. 0.27% 117.68
MDT Medtronic Plc 0.27% 85.45
NJDCY NIDEC Corporation 0.27% 38.24
NTDOY Nintendo Co., Ltd. 0.27% 50.40
NTTYY Nippon Telegraph and Telephone Corporation 0.27% 47.29
NSANY Nissan Motor Co., Ltd. 0.27% 20.75
NVO Novo Nordisk A/S 0.27% 55.04
DCM NTT DOCOMO, Inc. 0.27% 24.15
ORAN Orange 0.27% 17.58
RIO Rio Tinto Plc 0.27% 57.67
RY Royal Bank of Canada 0.27% 84.35
SU Suncor Energy Inc. 0.27% 37.97
TEL TE Connectivity Ltd. 0.27% 100.17
TLSYY Telstra Corporation Limited 0.27% 14.81
TKOMY Tokio Marine Holdings, Inc. 0.27% 48.96
TD The Toronto-Dominion Bank 0.27% 58.86
TOT Total S.A. 0.27% 59.33
TM Toyota Motor Corporation 0.27% 137.20
VOD Vodafone Group Plc 0.27% 31.93
Exchange-Traded Funds
LMBS First Trust Low Duration Opportunities ETF 2.10% 51.65
FPE First Trust Preferred Securities and Income ETF 2.10% 20.05
FTSL First Trust Senior Loan Fund 2.70% 48.27
HYLS First Trust Tactical High Yield ETF 2.40% 48.84
SNLN Highland/iBoxx Senior Loan ETF 2.10% 18.26
CLY iShares 10+ Year Credit Bond ETF 2.70% 62.85
TLH iShares 10-20 Year Treasury Bond ETF 2.10% 134.38
IEF iShares 7-10 Year Treasury Bond ETF 2.10% 104.57
ILTB iShares Core 10+ Year USD Bond ETF 2.10% 64.13
EMHY iShares Emerging Markets High Yield Bond ETF 2.70% 50.35
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 2.10% 120.83
TIP iShares TIPS Bond ETF 2.40% 113.38
PFF iShares U.S. Preferred Stock ETF 2.40% 38.12
PGX PowerShares Preferred Portfolio 2.40% 14.82
BKLN PowerShares Senior Loan Portfolio 2.40% 23.11
SRLN SPDR Blackstone/GSO Senior Loan ETF 2.70% 47.34
CWB SPDR Bloomberg Barclays Convertible Securities ETF 2.40% 52.18
SJNK SPDR Bloomberg Barclays Short Term High Yield Bond ETF 2.70% 27.68
IPE SPDR Bloomberg Barclays TIPS ETF 2.40% 55.94
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF 2.10% 34.14
SPLB SPDR Portfolio Long Term Corporate Bond ETF 2.70% 28.47
EMLC VanEck Vectors J.P. Morgan EM Local Currency Bond ETF 2.40% 19.46
VCIT Vanguard Intermediate-Term Corporate Bond ETF 2.70% 86.98
VCLT Vanguard Long-Term Corporate Bond ETF 2.70% 95.46
VMBS Vanguard Mortgage-Backed Securities ETF 2.40% 52.27

Not FDIC Insured • Not Bank Guaranteed • May Lose Value

Portfolio Objective

The 40/60 Strategic Allocation Portfolio is a unit investment trust that seeks above-average total return, however there is no assurance the objective will be met.

Portfolio Summary
Initial Offering Date 1/16/2018
Initial Public Offering Price $10.00 per Unit
Portfolio Ending Date 4/17/2019
Estimated Net Annual Distribution per Unit* $0.2720
Cash CUSIP 30306D307
Reinvestment CUSIP 30306D315
Fee Accounts Cash CUSIP 30306D323
Fee Accounts Reinvestment CUSIP 30306D331

*The estimate is 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 dividends in the future or that, if declared, they will either remain at current levels or increase over time.

Sales Charges (based on a $10 public offering price)
Standard Accounts
Transactional Sales Charges: Initial: 0.00%
  Deferred: 1.35%
Creation & Development Fee:   0.50%
Maximum Sales Charge:   1.85%

The deferred sales charge will be deducted in three monthly installments commencing 4/20/18.

When the public offering price is less than or equal to $10.00 per unit, there will be no initial sales charge. If the price exceeds $10.00 per unit, you will pay an initial sales charge.

Fee/Wrap Accounts
Maximum Sales Charge: 0.50%

The maximum sales charge for investors in fee accounts consists of the creation and development fee. Investors in fee accounts are not assessed any transactional sales charges. Standard accounts sales charges apply to units purchased as an ineligible asset.

The creation and development fee is a charge of $.050 per unit collected at the end of the initial offering period. If the price you pay exceeds $10 per unit, the creation and development fee will be less than 0.50%; if the price you pay is less than $10 per unit, the creation and development fee will exceed 0.50%.

In addition to the sales charges listed, UITs are subject to annual operating expenses and organization costs.

You should consider the portfolio's investment objective, 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.

Risk Considerations:

An investment in these unmanaged unit investment trusts should be made with an understanding of the risks involved with an investment in a portfolio of common stocks and/or exchange-traded funds. (ETFs)

Common stocks are 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.

ETFs are subject to various risks, including management's ability to meet the fund's investment objective, and to manage the fund's portfolio when the underlying securities are redeemed or sold, during periods of market turmoil and as investors' perceptions regarding ETFs or their underlying investments change.Unlike open-end funds, which trade at prices based on a current determination of the fund's net asset value, ETFs frequently trade at a discount from their net asset value in the secondary market.Certain ETFs may employ the use of leverage, which increases the volatility of such funds.

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. Risks associated with investing in foreign securities may be more pronounced in emerging markets where the securities markets are substantially smaller, less developed, less liquid, less regulated, and more volatile than the U.S. and developed foreign markets.

All of the ETFs invest in investment grade securities. Investment grade securities are subject to numerous risks including higher interest rates, economic recession, deterioration of the investment grade market or investors' perception thereof, possible downgrades and defaults of interest and/or principal.

Certain of the ETFs invest in floating-rate securities. A floating-rate security is an instrument in which the interest rate payable on the obligation fluctuates on a periodic basis based upon changes in an interest rate benchmark. As a result, the yield on such a security will generally decline in a falling interest rate environment, causing the trust to experience a reduction in the income it receives from such securities.

Certain of the ETFs invest in senior loans. The yield on ETFs which invest in senior loans will generally decline in a falling interest rate environment and increase in a rising interest rate environment. Senior loans are generally below investment grade quality ("junk" bonds). An investment in senior loans involves the risk that the borrowers may default on their obligations to pay principal or interest when due.

Certain of the ETFs invest in preferred securities. Preferred securities are equity securities of the issuing company which pay income in the form of dividends. Preferred securities are typically subordinated to bonds and other debt instruments in a company's capital structure, and therefore will be subject to greater credit risk than those debt instruments.

Certain of the ETFs invest in U.S. Treasury obligations which are subject to numerous risks including higher interest rates, economic recession and deterioration of the bond market or investors' perceptions thereof.

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.

Certain of the ETFs invest in high-yield securities or "junk" bonds. Investing in highyield securities should be viewed as speculative and you should review your ability to assume the risks associated with investments which utilize such securities. High-yield securities are subject to numerous risks, including higher interest rates, economic recession, deterioration of the junk bond market, possible downgrades and defaults of interest and/or principal. High-yield security prices tend to fluctuate more than higher rated securities and are affected by short-term credit developments to a greater degree.

Certain of the securities in the portfolio are issued by Real Estate Investment Trusts (REITs). 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.

It is important to note that an investment can be made in the underlying funds directly rather than through the trust. These direct investments can be made without paying the trust's sales charge, operating expenses and organizational costs.

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.

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.

For a discussion of additional risks of investing in the trust see the "Risk Factors" section of the prospectus.

Fund Cusip Information
30306D307 (Cash)
30306D315 (Reinvest)
30306D323 (Cash-Fee)
30306D331 (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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