Health Care Select Portfolio, Series 62
Ticker Symbol: FBQMEX
|30 Holdings (As of Day of Deposit)
|Health Care Equipment & Services (49.92%)
||CVS Health Corporation
||HCA Healthcare, Inc.
||Intuitive Surgical, Inc.
||Laboratory Corporation of America Holdings
||UnitedHealth Group Incorporated
|Pharmaceuticals, Biotechnology & Life Sciences (50.08%)
||Bristol-Myers Squibb Company
||Eli Lilly and Company
||Johnson & Johnson
||Merck & Co., Inc.
||Novo Nordisk A/S
||Regeneron Pharmaceuticals, Inc.
||Roche Holding AG
||Thermo Fisher Scientific Inc.
* As of the close of business on 4/20/21.
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 Accounts Cash CUSIP
|Fee Accounts Reinvestment CUSIP
|Sales Charges (based on a $10 public offering
|Transactional Sales Charges:
|Creation and 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 C&D 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 C&D 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 C&D fee will be less than 0.50%; if the price you pay is less than $10,00 per unit, the C&D 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 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.
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 health care sector which involves additional risks,
including limited diversification. The companies engaged in the
health care sector are subject to fierce competition, high
research and development costs, governmental regulations, loss
of patent protection, and changing consumer spending trends.
An investment in foreign equities should be made with an
understanding of the additional risks involved with foreign
issuers, such as currency fluctuations, political risk, 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 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