International Capital Strength Portfolio, Series 37
Ticker Symbol: FTUJAX
||BAE Systems Plc
||British American Tobacco Plc
||Rio Tinto Plc
||Canadian National Railway Company
||Magna International Inc. (Class A)
||Royal Bank of Canada
||Alibaba Group Holding Limited
||Tencent Holdings Limited
||Novo Nordisk A/S
||LVMH Moet Hennessy Louis Vuitton SE
||HDFC Bank Ltd.
||PT Telekomunikasi Indonesia
||Ryanair Holdings Plc
||Roche Holding AG
||Taiwan Semiconductor Manufacturing Company Ltd.
|UNITED STATES (6.63%):
||LyondellBasell Industries N.V.
*As of the close of business on 2/9/18.
Market values are for reference only and are not indicative of your individual
|Not FDIC Insured Not Bank Guaranteed May Lose Value
|Initial Date of Deposit
|Initial Public Offering Price
||$10.00 per Unit
|Portfolio Ending Date
|Estimated Net First Year Distribution per Unit*
|Estimated Net Subsequent Year Distribution per Unit*
|Fee Account Cash CUSIP
|Fee Account Reinvestment CUSIP
*The estimates are based on annualizing the most
recent dividends declared by the issuers of the
securities included in the portfolio. The estimated net
annual distribution for the subsequent year is expected
to be less than the amount for the first year because a
portion of the securities included in the portfolio will be
sold during the first year to pay for organization costs,
the deferred sales charge and the creation and
development fee. 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
remain at current levels or increase over time.
|Average Market Capitalization:
|Average Long-Term Debt/Market Value of Equity:
|Average Return on Equity:
*As of the close of business on 2/5/18. These average portfolio statistics were determined at a
particular point in time. These statistics will fluctuate over the life of the trust, potentially
negatively. Long-term debt/market value of equity measures the amount of a company's
financial leverage. Return on equity measures how much profit a company generates on its
shareholders' equity. There is no guarantee these valuation measures will benefit the securities
selected for the trust.
|Sales Charges (based on a $10 public offering
|Transactional Sales Charges:
|Creation & Development Fee:
|Maximum Sales Charge:
The deferred sales charge will be deducted in three monthly installments commencing
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.
|Maximum Sales Charge:
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
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.
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.
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 liquid, less regulated and more volatile than the U.S. and
developed foreign markets.
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.
Because the portfolio invests in securities issued by companies
headquartered in Europe and the United Kingdom, the portfolio
may present more risks than a portfolio which is broadly
diversified over several regions.
The United Kingdom's vote to leave the European Union and
other recent rapid political and social change throughout Europe
make the extent and nature of future economic development in
Europe and the effect on securities issued by European issuers
difficult to predict.
This UIT is a buy and hold strategy and investors should consider their ability to hold the trust until maturity. 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.