NextGen Communications and Technology, Series 1
Ticker Symbol: FVDEWX
|30 Holdings (As of Day of Deposit)
||China Mobile Limited
||T-Mobile US, Inc.
||Verizon Communications Inc.
||Acacia Communications, Inc.
||Analog Devices, Inc.
||Cisco Systems, Inc.
||CommScope Holding Company, Inc.
||F5 Networks, Inc.
||Hewlett Packard Enterprise Company
||Juniper Networks, Inc.
||Keysight Technologies, Inc.
||NXP Semiconductors N.V.
||Skyworks Solutions, Inc.
||Telefonaktiebolaget LM Ericsson
||Ubiquiti Networks, Inc.
||American Tower Corporation
||Crown Castle International Corp.
* As of the close of business on 4/1/19.
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
|Historical 12-Month Distribution Rate of Trust Holdings:*
|Fee Accounts Cash CUSIP
|Fee Accounts Reinvestment CUSIP
*There is no guarantee the issuers of the securities included in the trust will declare dividends or
distributions in the future. The historical distribution rate of the securities included in the trust is
for illustrative purposes only and is not indicative of the trust’s distribution rate. The historical
distribution rate is calculated by dividing the weighted average of the trailing twelve month
distributions paid by the securities included in the portfolio by the trust’s offering price and is
reduced to account for the effects of fees and expenses which will be incurred when investing in a
trust. Certain of the issuers may have reduced their dividends or distributions over the prior twelve
months. The distribution rate paid by the trust may be higher or lower than the amount shown
above due to certain factors that may include, but are not limited to, a change in the dividends or
distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio.
|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 0.50%.
In addition to the sales charges listed, UITs are subject to annual operating expenses and organization costs.
“Indxx” and “Indxx 5G & NextG Thematic Index” are trademarks of Indxx, LLC and have been licensed for use for certain purposes by First Trust Advisors L.P. The portfolio is based on the Indxx Indxx 5G & NextG Thematic Index and is not sponsored, endorsed, sold or promoted by Indxx, LLC, and Indxx, LLC makes no representation regarding the advisability of trading in such product.
| Not FDIC Insured Not Bank Guaranteed May Lose Value
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.
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
You should be aware that the portfolio is
concentrated in stocks in the information
technology sector which involves
additional risks, including limited
diversification. The companies engaged in
the information technology sector are
subject to fierce competition, high
research and development costs, and their
products and services may be subject to
rapid obsolescence. Technology company
stocks, especially those which are Internetrelated,
may experience extreme price and
volume fluctuations that are often
unrelated to their operating performance.
The 5G communication network is an
entirely new technology and risks
associated with such technology may not
emerge until it is widely used. Risks
associated with 5G technology include, but
are not limited to, device compatibility,
geographical coverage, and new and
changing government regulation. In
addition, 5G technology is subject to risks
associated with security and privacy
protection as more devices are connecting
to the network than ever before.
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.
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.
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.
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 trust
may be subject to steep declines or increased volatility due to changes in performance or
perception of the issuers.
As the use of Internet technology has become more prevalent in the course of business, the trust
has become more susceptible to potential operational risks through breaches in cyber security.