Global Commodities Opportunity Portfolio, Series 47
Ticker Symbol: FBYUEX
|30 Holdings (As of Day of Deposit)
||CF Industries Holdings, Inc.
||The Mosaic Company
||Sociedad Quimica y Minera de Chile S.A.
|Food Products (6.69%)
|Metals & Mining (29.95%)
||BHP Group Ltd
||Reliance Steel & Aluminum Co.
||Rio Tinto Plc
||Steel Dynamics, Inc.
||Teck Resources Limited
|Oil, Gas & Consumable Fuels (40.00%)
||Canadian Natural Resources Limited
||Devon Energy Corporation
||Diamondback Energy, Inc.
||EOG Resources, Inc.
||Exxon Mobil Corporation
||Pioneer Natural Resources Company
* As of the close of business on 1/26/23.
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:*
|Historical 12-Month Distribution Per Unit:*
|Fee Account Cash CUSIP
|Fee Account 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 12-month distribution per unit and historical 12-month distribution rate of
the securities included in the trust are for illustrative purposes only and are not indicative of the trust’s
distribution or distribution rate. The historical 12-month distribution per unit is based on the weighted
average of the trailing 12-month distributions paid by the securities included in the portfolio. The historical
12-month distribution rate is calculated by dividing the historical 12-month distributions by the trust’s
offering price. The historical 12-month distribution and rate are 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 12 months. The distribution per unit and 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 (C&D Fee)
|Maximum Sales Charge
|Maximum Sales Charge
The deferred sales charge will be deducted in three monthly installments commencing 5/19/23. 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
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.
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 an investment that is concentrated in stocks of commodities companies in both the
energy and materials sectors which involves additional risks, including limited diversification. The companies
engaged in the energy sector are subject to certain risks, including price and supply fluctuations caused
by international politics, energy conservation, taxes, price controls, and other regulatory policies of various
governments. Falling oil and gas prices may negatively impact the profitability and business prospects of
certain energy companies. The companies engaged in the materials sector, including companies within the
precious metals industry, are subject to price and supply fluctuations, excess capacity, economic recession,
domestic and international politics, government regulations, volatile interest rates, consumer spending
trends and overall capital spending levels. Commodity prices are subject to several factors, including price and
supply fluctuations, excess capacity, economic recession, domestic and international politics, government
regulations, volatile interest rates, consumer spending trends and overall capital spending levels.
Securities of non-U.S. issuers are subject to additional risks, including currency fluctuations, political risks, withholding, the lack of adequate financial information, and exchange control restrictions impacting non-U.S. issuers.
An investment in a portfolio containing mid-cap companies is subject to additional risks, as the share prices
of 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
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.
In February 2022, Russia invaded Ukraine which has caused and could continue to cause significant market disruptions and volatility within the markets in Russia, Europe, and the United States. The hostilities and sanctions resulting from those hostilities could have a significant impact on certain investments as well as performance.
The COVID-19 global pandemic and the ensuing policies enacted by governments and central banks have
caused and may continue to cause significant volatility and uncertainty in global financial markets. While
the U.S. has resumed “reasonably” normal business activity, many countries continue to impose lockdown
measures. Additionally, there is no guarantee that vaccines will be effective against emerging variants of
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.
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.