Cybersecurity Portfolio, Series 17
Ticker Symbol: FELZMX
|25 Holdings (As of Day of Deposit)
||Akamai Technologies, Inc.
||CACI International Inc.
||Check Point Software Technologies Ltd.
||Cisco Systems, Inc.
||CrowdStrike Holdings, Inc.
||CyberArk Software Ltd.
||F5 Networks, Inc.
||Fair Isaac Corporation
||ForeScout Technologies, Inc.
||Leidos Holdings, Inc.
||Palo Alto Networks, Inc.
||Varonis Systems, Inc.
* As of the close of business on 8/22/19.
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
|Fee Accounts Cash CUSIP
|Fee Accounts Reinvestment CUSIP
|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 12/20/19.
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 $10.00 per
unit, the creation and development fee will be less than 0.50%; if the price
you pay is less than $10.00 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.
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 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 Internet-related, may
experience extreme price and volume fluctuations that are often
unrelated to their operating performance. There is no assurance
that the projections stated herein will be realized.
Cybersecurity companies are subject to the “Information
Technology” risks listed previously. In addition to their
cybersecurity business, certain of these companies may be
involved in other businesses unrelated to cybersecurity.
Negative performance by a company’s other business operations
may have a negative effect on a company’s stock performance,
even in situations in which they are deriving positive results
from their cybersecurity business.
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.
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
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.
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.