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Clean Energy Portfolio, Series 2
Ticker Symbol: FBFYFX

30 Holdings (As of Day of Deposit)
Ticker Name Initial
Weight
Price*
AYI Acuity Brands, Inc. 3.37% $122.23
AEIS Advanced Energy Industries, Inc. 3.35% 99.99
ALB Albemarle Corporation 3.30% 141.51
AMRC Ameresco, Inc. 3.34% 48.15
AZRE Azure Power Global Limited 3.33% 27.03
BLDP Ballard Power Systems Inc. 3.33% 23.58
BE Bloom Energy Corporation 3.33% 26.61
CSIQ Canadian Solar Inc. 3.33% 41.46
CWEN Clearway Energy Inc. 3.33% 27.38
DQ Daqo New Energy Corporation 3.35% 86.14
ENS EnerSys 3.34% 85.96
ENPH Enphase Energy, Inc. 3.32% 149.88
FSLR First Solar, Inc. 3.34% 75.36
JKS JinkoSolar Holding Company Ltd. 3.33% 40.90
LFUS Littelfuse, Inc. 3.31% 251.61
NEE NextEra Energy, Inc. 3.33% 71.29
NIO NIO Inc. 3.34% 39.28
ON ON Semiconductor Corporation 3.33% 37.04
ORA Ormat Technologies, Inc. 3.32% 78.20
PLUG Plug Power Inc. 3.33% 40.02
POWI Power Integrations, Inc. 3.33% 82.95
REGI Renewable Energy Group, Inc. 3.31% 73.86
SQM Sociedad Quimica y Minera de Chile S.A. 3.32% 50.46
SEDG SolarEdge Technologies, Inc. 3.37% 256.26
NOVA Sunnova Energy International Inc. 3.33% 37.88
SPWR SunPower Corporation 3.33% 31.27
RUN Sunrun Inc. 3.33% 53.42
TSLA Tesla, Inc. 3.35% 621.44
TPIC TPI Composites, Inc. 3.34% 43.95
VWDRY Vestas Wind Systems A/S 3.34% 57.61

* As of the close of business on 3/4/21.
Market values are for reference only and are not indicative of your individual cost basis.

Not FDIC Insured • Not Bank Guaranteed • May Lose Value

Portfolio Summary
Initial Date of Deposit 3/5/2021
Initial Public Offering Price $10.00 per Unit
Portfolio Ending Date 3/6/2023
Cash CUSIP 30318E665
Reinvestment CUSIP 30318E673
Fee Accounts Cash CUSIP 30318E681
Fee Accounts Reinvestment CUSIP 30318E699

Sales Charges (based on a $10 public offering price)
Standard Accounts
Transactional Sales Charges: Initial: 0.00%
  Deferred: 2.25%
Creation & Development Fee:   0.50%
Maximum Sales Charge:   2.75%
Fee/Wrap Accounts
Maximum Sales Charge:   0.50%

The deferred sales charge will be deducted in three monthly installments commencing 6/18/21.

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.

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 $0.050 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 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 professional 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.

Risk Considerations
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.

Renewable and alternative energy companies can be significantly affected by obsolescence of existing technology, short product cycles, legislation resulting in more strict government regulations and enforcement policies, fluctuations in energy prices and supply and demand of alternative energy fuels, energy conservation, the success of exploration projects, the supply of and demand for oil and gas, world events and economic conditions. Shares of clean energy companies have been significantly more volatile than shares of companies operating in other more established industries. This industry is relatively nascent and under-researched in comparison to more established and mature sectors.

You should be aware that the portfolio is concentrated in stocks in both the industrials and information technology sectors which involves additional risks, including limited diversification. The companies engaged in the industrials sector are subject to certain risks, including a deterioration in the general state of the economy, intense competition, domestic and international politics, excess capacity and changing spending trends. 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 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.

Renewable and alternative energy companies can be significantly affected by obsolescence of existing technology, short product cycles, legislation resulting in more strict government regulations and enforcement policies, fluctuations in energy prices and supply and demand of alternative energy fuels, energy conservation, the success of exploration projects, the supply of and demand for oil and gas, world events and economic conditions. Shares of clean energy companies have been significantly more volatile than shares of companies operating in other more established industries. This industry is relatively nascent and under-researched in comparison to more established and mature sectors.

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. Risks associated with investing in foreign securities may be more pronounced in emerging markets where the securities markets are substantially smaller, less developed, less liquid, less regulated, and more volatile than the U.S. and developed foreign markets.

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.

Large capitalization companies may grow at a slower rate than the overall market.

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 cybersecurity.

The COVID-19 global pandemic has resulted in major disruptions to economies and markets around the world. Financial markets have experienced extreme volatility and severe losses, negatively impacting global economic growth prospects. The duration of the COVID-19 outbreak and its effects cannot be determined with certainty and may exacerbate other political, social and economic risks.

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.

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.

 
Fund Cusip Information
30318E665 (Cash)
30318E673 (Reinvest)
30318E681 (Cash-Fee)
30318E699 (Reinvest-Fee)
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The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
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