Emerging Markets Strength Portfolio, Series 51
Ticker Symbol: FGBOUX
|25 Holdings (As of Day of Deposit)
||BB Seguridade Participacoes S.A.
||Companhia de Bebidas das Americas (Ambev)
||PagSeguro Digital Ltd.
||Alibaba Group Holding Limited
||Lenovo Group Limited
||Tencent Holdings Limited
||Vipshop Holdings Limited (ADS)
||Weichai Power Co., Ltd.
||Yum China Holdings Inc.
|HONG KONG (7.56%)
||Hong Kong Exchanges and Clearing Limited
||Techtronic Industries Company Limited
||HDFC Bank Ltd.
||PT Telekomunikasi Indonesia
||Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
||Wal-Mart de Mexico, S.A.B. de C.V.
||MMC Norilsk Nickel PJSC
||Sberbank of Russia
|SOUTH AFRICA (8.13%)
||Impala Platinum Holdings Limited (Implats)
||Sibanye Stillwater Ltd.
||Taiwan Semiconductor Manufacturing Company Ltd.
* As of the close of business on 3/11/21.
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 Account Cash CUSIP
|Fee Account Reinvestment CUSIP
|Average Market Capitalization:
|Average Long-Term Debt/Market Value of Equity:
|Average Return on Equity:
*As of the close of business on 3/5/21. These median portfolio statistics were determined at a particular point
in time. These statistics will fluctuate over the life of the trust, potentially negatively. Long-term debt/market
value of equity measures the amount of a company’s financial leverage. Return on equity measures how
much profit a company generates on its shareholders’ equity. There is no guarantee these valuation measures
will benefit the securities selected for the trust.
|Sales Charges (based on a $10 public offering
|Transactional Sales Charges:
|Creation & Development Fee:
|Maximum Sales Charge:
|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.
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 objectives, risks, and charges and
expenses carefully before investing. Contact
your financial profesional 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.
A significant percentage of securities held by the portfolio are issued by companies in the Asia Pacific region,
making the portfolio more susceptible to the economic, market, regulatory, political, natural disasters and
local risks of the Asia Pacific region. The region has historically been highly dependent on global trade which
creates a risk with this dependency on global growth. The stock markets tend to have a larger prevalence of
smaller companies that are inherently more volatile and less liquid than larger companies.
A significant percentage of securities held by the portfolio are issued by companies in Hong Kong and China.
Hong Kong and China’s emerging market economies may be subject to over-extension of credit, currency
devaluations and restrictions, decreased exports, economic recession, a reversal of economic liberalization,
political unrest or changes in Hong Kong and China’s trading status. A deterioration of the relationship
between Hong Kong or China and the United States could have negative implications on issuers from Hong
Kong and China.
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
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.