Sabrient Baker's Dozen Portfolio, December 2019 Series
Sabrient Systems, LLC ("Sabrient") is an independent equity research firm that builds powerful investment strategies by using a fundamentals-based, quantitative approach. The strategies are used to
create rankings and ratings on more than 7,000 stocks, indices, sectors, and ETFs. Their models are designed to identify those companies that are anticipated to outperform or underperform the market.
The Sabrient Baker's Dozen Portfolio is a unit investment trust which invests in 13 top-ranked stocks that represent a cross-section of industries that Sabrient believes are positioned to perform well
in the coming year. They are GARP stocks – stocks that they believe represent growth at a reasonable price – and they are meant to be held for the full 13-month term of the trust.
Portfolio Objectives
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 carefully consider the portfolio's investment objectives,
risks, and charges and expenses 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.
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.
One of the securities held by the trust is issued by a foreign entity. An investment in
foreign securities should be made with an understanding of the additional risks involved
with foreign issuers, such as currency and interest rate fluctuations, nationalization or
other adverse political or economic developments, lack of liquidity of certain foreign
markets, 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.
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 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 13 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.