ESG Impact Opportunity, Series 2
Ticker Symbol: FYRKPX
||Best Buy Co., Inc.
||Lowe’s Companies, Inc.
||General Mills, Inc.
||Molson Coors Brewing Company
||American Express Company
||Bank of America Corporation
||Prudential Financial, Inc.
||State Street Corporation
||Edwards Lifesciences Corporation
||Thermo Fisher Scientific Inc.
||Eaton Corporation Plc
||Rockwell Automation, Inc.
||W.W. Grainger, Inc.
||Adobe Systems Incorporated
||Analog Devices, Inc.
||Jones Lang LaSalle Incorporated
* As of the close of business on 2/14/18.
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 Annual Distribution per Unit*
|Fee Accounts Cash CUSIP
|Fee Accounts 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
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 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.
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.
One of the securities in the portfolio is issued by a Real
Estate Investment Trust (REIT). 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.
Although this portfolio 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
The value of the securities held by the trusts may be subject to steep declines or increased
volatility due to changes in performance or perception of the issuers.