American Agenda, Series 4
Ticker Symbol: FHLWCX
||Costco Wholesale Corporation
||Devon Energy Corporation
||EOG Resources, Inc.
||Exxon Mobil Corporation
||Kinder Morgan, Inc.
||Ally Financial Inc.
||Bank of America Corporation
||The Goldman Sachs Group, Inc.
||JPMorgan Chase & Co.
||Johnson & Johnson
||Merck & Co., Inc.
||UnitedHealth Group Incorporated
||The Boeing Company
||General Dynamics Corporation
||Honeywell International Inc.
||Lockheed Martin Corporation
||United Technologies Corporation
||Cisco Systems, Inc.
||Vulcan Materials Company
*As of the close of business on 2/13/18.
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.
|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 5/18/18.
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.
|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 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.
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.
One of the common stocks held by the trust is issued by a
foreign entity. An investment in foreign equities should be made
with an understanding of the additional risks involved with
foreign issuers, such as currency fluctuations, political risk,
withholding, the lack of adequate financial information, and
exchange control restrictions impacting foreign issuers.
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
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.