AI, Robotics & Technology Opportunity Portfolio, Series 5
Fueled by advances in computer and sensor technology, robots and artificial intelligence (AI) are
becoming an integral part of our daily lives as providers of labor, mobility, safety, convenience and
entertainment. What was once largely limited to manufacturing plants, robots are now found in
households, offices, hospitals, farms and highways.
Artificial Intelligence - is the theory and development of computer systems able to
perform tasks that normally require human intelligence, such as visual perception, speech
recognition, decision making and translation between languages.
Robotics - is the branch of technology that deals with the design, construction, operation and
application of robots.
Consider The Following:
- Worldwide spending on robotics and related services is anticipated to total $86.6 billion in 2018.
The retail and wholesale industries are expected to see the fastest robotics spending growth over
the 2017-2021 forecast period with an estimated compound annual growth rate of 32.7% and
- Worldwide spending on cognitive and AI systems is anticipated to reach $19.1 billion in 2018, an
increase of 54.2% over 2017. Global spending on cognitive and AI solutions is estimated to reach
a compound annual growth rate of 46.2% over the 2016-2021 forecast period with spending
expected to reach over $52.2 billion.2
This unit investment trust seeks above-average capital appreciation; however, there is
no assurance the objective will be met.
| Not FDIC Insured Not Bank Guaranteed May Lose Value
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
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 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 Internetrelated,
may experience extreme price and
volume fluctuations that are often
unrelated to their operating performance.
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.
There is no assurance that the projections
stated herein will be realized.
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.
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.
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.
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.