Global Commodities Portfolio, Series 33
Ticker Symbol: FZQRBX
||LyondellBasell Industries N.V.
|Construction Materials (3.32%)
||Eagle Materials Inc.
|Containers & Packaging (6.71%)
||International Paper Company
||Packaging Corporation of America
|Metals & Mining (36.62%)
||BHP Billiton Limited
||Randgold Resources Limited
||Reliance Steel & Aluminum Co.
||Rio Tinto Plc
||Steel Dynamics, Inc.
||Wheaton Precious Metals Corp.
|Oil, Gas & Consumable Fuels (36.69%)
||China Petroleum & Chemical Corporation (Sinopec)
||EOG Resources, Inc.
||Exxon Mobil Corporation
||Pioneer Natural Resources Company
||Royal Dutch Shell Plc
||Suncor Energy Inc.
||Valero Energy Corporation
* As of the close of business on 1/26/18.
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 objectives, 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.
You should be aware that an investment that is concentrated in
stocks of commodities companies in the energy and materials
sectors involves additional risks, including limited diversification.
The companies engaged in the energy sector are subject to price
and supply fluctuations caused by international politics, energy
conservation, taxes, price controls, and other regulatory policies of
various governments. The companies engaged in the materials
sector are subject to price and supply fluctuations, excess capacity,
economic recession, domestic and international politics,
government regulations, volatile interest rates, consumer spending
trends and overall capital spending levels. Commodity prices are
subject to several factors, including price and supply fluctuations,
excess capacity, economic recession, domestic and international
politics, government regulations, volatile interest rates, consumer
spending trends and overall capital spending levels.
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.
An investment in a portfolio which includes foreign securities should be made
with an understanding of the additional risks involved, such as currency fluctuations,
political risk, 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.
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.